IDU Institutional Ownership Changes & 13F Activity

ISHARES US UTILITIES ETF (IDU). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Sequoia Financial Advisors, Renaissance Technologies LLC, and Matrix Private Capital Group.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Sequoia Financial AdvisorsBuy1,8031,803$209,298
Q1 2026Renaissance Technologies LLCBuy6003,700$429,607
Q3 2025Renaissance Technologies LLCBuy5003,100$343,790
Q4 2024Renaissance Technologies LLCSell-2,4002,600$250,146
Q4 2023Renaissance Technologies LLCBuy1,1005,000$400
Q1 2023Matrix Private Capital GroupBuy400400$33,484
Q2 2022Renaissance Technologies LLCSell-4,8003,900$334
Q1 2022Renaissance Technologies LLCBuy8,7008,700$792

Frequently asked questions about IDU activity

  • Which institutional owners are buying IDU?

    Institutional owners buying IDU include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in IDU activity?

    "Buy" means an investor increased their reported position in IDU compared to the prior reporting period. This reflects growing exposure to ISHARES US UTILITIES ETF (IDU) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in IDU increasing?

    Institutional interest in IDU can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.