ISHARES US UTILITIES ETF (IDU) Institutional Shareholders
ISHARES US UTILITIES ETF (IDU) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $625.05M in IDU holdings during the latest filing period.
Destination Wealth Management is currently the largest disclosed institutional shareholder of IDU tracked by InsiderSet, reporting ownership valued at approximately $69.34M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $63.39M, representing an estimated loss of -8.59% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 55% of the total disclosed IDU value among the investors covered in this analysis. Major shareholders include Destination Wealth Management, Morgan Stanley, Bank Of America Corp, and several other long-term asset managers with concentrated positions in ISHARES US UTILITIES ETF (IDU).
This page ranks the largest institutional IDU shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
287
Total Reported Value
$625.05M
Largest Holder
Destination Wealth Management
Largest Position
$69.34M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
44
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Destination Wealth Management | 1.62% | 605,045 | $69,344,212 | $63,390,565 | -$5,953,647 | -8.59% | |
| Morgan Stanley | 0.00% | 580,329 | $66,511,640 | $60,801,069 | -$5,710,571 | -8.59% | |
| Bank Of America Corp | 0.00% | 531,947 | $60,966,458 | $55,732,087 | -$5,234,371 | -8.59% | |
| Lpl Financial Llc | 0.01% | 401,558 | $46,022,587 | $42,071,232 | -$3,951,355 | -8.59% | |
| Royal Bank Of Canada | 0.00% | 203,313 | $23,303,000 | $21,301,103 | -$2,001,897 | -8.59% | |
| Steward Partners Investment Advisory, Llc | 0.10% | 173,885 | $19,928,922 | $18,217,931 | -$1,710,991 | -8.59% | |
| Wells Fargo & Company/Mn | 0.00% | 171,781 | $19,687,918 | $17,997,495 | -$1,690,423 | -8.59% | |
| Raymond James Financial Inc | 0.00% | 127,590 | $14,623,057 | $13,367,604 | -$1,255,453 | -8.59% | |
| Lbmc Investment Advisors, Llc | 0.67% | 107,355 | $12,303,942 | $11,247,583 | -$1,056,359 | -8.59% | |
| Cetera Investment Advisers | 0.01% | 102,592 | $11,757,991 | $10,748,564 | -$1,009,427 | -8.59% | |
| Susquehanna International Group, Llp | 0.01% | 96,376 | $11,045,653 | $10,097,314 | -$948,339 | -8.59% | |
| Envestnet Asset Management Inc | 0.00% | 95,061 | $10,894,932 | $9,959,541 | -$935,391 | -8.59% | |
| Ameriprise Financial Inc | 0.00% | 88,178 | $10,105,870 | $9,238,409 | -$867,461 | -8.58% | |
| Osaic Holdings, Inc. | 0.01% | 86,376 | $9,907,678 | $9,049,614 | -$858,064 | -8.66% | |
| Commonwealth Equity Services, Llc | 0.01% | 85,917 | $9,846,973 | $9,001,524 | -$845,449 | -8.59% | |
| Arrien Investments, Inc. | 4.07% | 70,480 | $8,077,724 | $7,384,190 | -$693,534 | -8.59% | |
| Sovran Advisors, Llc | 0.56% | 65,724 | $7,582,578 | $6,885,903 | -$696,675 | -9.19% | |
| Pgim Custom Harvest Llc | 0.09% | 64,158 | $7,353,186 | $6,721,834 | -$631,352 | -8.59% | |
| Goldman Sachs Group Inc | 0.00% | 58,261 | $6,677,293 | $6,104,005 | -$573,288 | -8.59% | |
| Truist Financial Corp | 0.01% | 54,033 | $6,192,778 | $5,661,037 | -$531,741 | -8.59% | |
| First National Bank Of Omaha | 0.17% | 52,616 | $6,111,345 | $5,512,578 | -$598,767 | -9.80% | |
| Ubs Group Ag | 0.00% | 52,695 | $6,039,374 | $5,520,855 | -$518,519 | -8.59% | |
| Forte Asset Management Llc | 2.46% | 52,430 | $6,008,946 | $5,493,091 | -$515,855 | -8.58% | |
| Mml Investors Services, Llc | 0.01% | 50,061 | $5,737,475 | $5,244,891 | -$492,584 | -8.59% | |
| Jones Financial Companies Lllp | 0.00% | 48,299 | $5,642,301 | $5,060,286 | -$582,015 | -10.32% | |
| Sanctuary Advisors, Llc | 0.02% | 35,806 | $4,103,722 | $3,751,395 | -$352,327 | -8.59% | |
| Prospera Financial Services Inc | 0.06% | 34,638 | $3,970,189 | $3,629,023 | -$341,166 | -8.59% | |
| Jpmorgan Chase & Co | 0.00% | 32,856 | $3,819,510 | $3,442,323 | -$377,187 | -9.88% | |
| Prudential Plc | 0.02% | 32,900 | $3,770,669 | $3,446,933 | -$323,736 | -8.59% | |
| Croban | 1.64% | 32,554 | $3,730,947 | $3,410,683 | -$320,264 | -8.58% | |
| Quadrature Capital Ltd | 0.03% | 31,294 | $3,586,605 | $3,278,672 | -$307,933 | -8.59% | |
| Equitable Holdings, Inc. | 0.02% | 30,881 | $3,539,230 | $3,235,402 | -$303,828 | -8.58% | |
| J.W. Cole Advisors, Inc. | 0.06% | 28,490 | $3,265,219 | $2,984,897 | -$280,322 | -8.59% | |
| Xtx Topco Ltd | 0.04% | 28,079 | $3,218,134 | $2,941,837 | -$276,297 | -8.59% | |
| Stephens Inc | 0.03% | 24,128 | $2,765,310 | $2,527,891 | -$237,419 | -8.59% | |
| Arete Wealth Advisors, Llc | 0.18% | 23,579 | $2,702,451 | $2,470,372 | -$232,079 | -8.59% | |
| Stifel Financial Corp | 0.00% | 23,025 | $2,638,948 | $2,412,329 | -$226,619 | -8.59% | |
| Private Advisor Group, Llc | 0.01% | 22,891 | $2,623,585 | $2,398,290 | -$225,295 | -8.59% | |
| D. E. Shaw & Co., Inc. | 0.00% | 21,826 | $2,501,478 | $2,286,710 | -$214,768 | -8.59% | |
| Advisors Management Group Inc | 0.40% | 20,986 | $2,405,000 | $2,198,703 | -$206,297 | -8.58% | |
| Citadel Advisors Llc | 0.00% | 20,771 | $2,380,564 | $2,176,178 | -$204,386 | -8.59% | |
| Corient Private Wealth Llc | 0.00% | 20,212 | $2,316,470 | $2,117,611 | -$198,859 | -8.58% | |
| Huntington National Bank | 0.01% | 19,645 | $2,251,517 | $2,058,207 | -$193,310 | -8.59% | |
| Wealthstar Advisors, Llc | 1.08% | 19,001 | $2,177,684 | $1,990,735 | -$186,949 | -8.58% | |
| Bos Asset Management, Llc | 0.48% | 18,098 | $2,074,212 | $1,896,127 | -$178,085 | -8.59% | |
| Waverly Advisors, Llc | 0.01% | 18,043 | $2,067,906 | $1,890,365 | -$177,541 | -8.59% | |
| Cerity Partners Llc | 0.00% | 17,957 | $2,058,024 | $1,881,355 | -$176,669 | -8.58% | |
| Everett Harris & Co | 0.03% | 17,934 | $2,055,416 | $1,878,945 | -$176,471 | -8.59% | |
| Harbour Investments, Inc. | 0.03% | 17,909 | $2,052,607 | $1,876,326 | -$176,281 | -8.59% | |
| Beacon Pointe Advisors, Llc | 0.01% | 17,048 | $1,953,883 | $1,786,119 | -$167,764 | -8.59% |
Frequently asked questions about IDU
Who owns the most IDU stock?
The largest holders of IDU are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES US UTILITIES ETF (IDU).
Is IDU widely held by superinvestors?
Many widely followed stocks like IDU appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IDU is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.