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 $922.24M in IDU holdings during the latest filing period.
Fil Ltd is currently the largest disclosed institutional shareholder of IDU tracked by InsiderSet, reporting ownership valued at approximately $212.22M in its March 31, 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 $205.42M, representing an estimated loss of -3.20% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 67% of the total disclosed IDU value among the investors covered in this analysis. Major shareholders include Fil Ltd, Destination Wealth Management, Morgan Stanley, 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
296
Total Reported Value
$922.24M
Largest Holder
Fil Ltd
Largest Position
$212.22M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
54
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Fil Ltd | 0.16% | 1,827,771 | $212,222,491 | $205,423,183 | -$6,799,308 | -3.20% | |
| Destination Wealth Management | 1.83% | 606,250 | $70,391,734 | $68,136,438 | -$2,255,297 | -3.20% | |
| Morgan Stanley | 0.00% | 589,607 | $68,459,366 | $66,265,931 | -$2,193,435 | -3.20% | |
| Bank Of America Corp | 0.00% | 520,030 | $60,380,631 | $58,446,172 | -$1,934,459 | -3.20% | |
| Pgim Custom Harvest Llc | 0.79% | 436,338 | $50,663,203 | $49,040,028 | -$1,623,175 | -3.20% | |
| Steward Partners Investment Advisory, Llc | 0.25% | 424,713 | $49,313,426 | $47,733,494 | -$1,579,932 | -3.20% | |
| Lpl Financial Llc | 0.01% | 369,210 | $42,868,927 | $41,495,512 | -$1,373,415 | -3.20% | |
| Kentucky Farm Bureau Mutual Insurance Co | 1.13% | 204,000 | $26,371,420 | $22,927,560 | -$3,443,860 | -13.06% | |
| Wells Fargo & Company/Mn | 0.00% | 192,011 | $22,294,438 | $21,580,116 | -$714,322 | -3.20% | |
| Royal Bank Of Canada | 0.00% | 149,406 | $17,347,000 | $16,791,740 | -$555,260 | -3.20% | |
| Raymond James Financial Inc | 0.01% | 142,753 | $16,575,159 | $16,044,010 | -$531,149 | -3.20% | |
| Lbmc Investment Advisors, Llc | 0.76% | 106,885 | $12,410,380 | $12,012,805 | -$397,575 | -3.20% | |
| Envestnet Asset Management Inc | 0.00% | 99,962 | $11,606,568 | $11,234,729 | -$371,839 | -3.20% | |
| Ameriprise Financial Inc | 0.00% | 96,069 | $11,157,248 | $10,797,195 | -$360,053 | -3.23% | |
| Commonwealth Equity Services, Llc | 0.01% | 85,917 | $9,846,973 | $9,656,212 | -$190,761 | -1.94% | |
| Osaic Holdings, Inc. | 0.01% | 72,865 | $8,467,666 | $8,189,297 | -$278,369 | -3.29% | |
| Arrien Investments, Inc. | 4.07% | 70,480 | $8,077,724 | $7,921,247 | -$156,477 | -1.94% | |
| Ae Wealth Management Llc | 0.04% | 68,690 | $7,975,641 | $7,720,069 | -$255,572 | -3.20% | |
| Cetera Investment Advisers | 0.01% | 68,169 | $7,915,115 | $7,661,514 | -$253,601 | -3.20% | |
| Sovran Advisors, Llc | 0.56% | 65,724 | $7,582,578 | $7,386,720 | -$195,858 | -2.58% | |
| Goldman Sachs Group Inc | 0.00% | 62,294 | $7,232,957 | $7,001,223 | -$231,734 | -3.20% | |
| Arete Wealth Advisors, Llc | 0.52% | 60,100 | $6,975,190 | $6,754,639 | -$220,551 | -3.16% | |
| Truist Financial Corp | 0.01% | 54,033 | $6,192,778 | $6,072,769 | -$120,009 | -1.94% | |
| Ubs Group Ag | 0.00% | 52,652 | $6,113,424 | $5,917,558 | -$195,866 | -3.20% | |
| Forte Asset Management Llc | 2.46% | 52,430 | $6,008,946 | $5,892,608 | -$116,338 | -1.94% | |
| First National Bank Of Omaha | 0.17% | 48,748 | $5,665,004 | $5,478,788 | -$186,216 | -3.29% | |
| Two Sigma Investments, Lp | 0.00% | 45,600 | $5,294,616 | $5,124,984 | -$169,632 | -3.20% | |
| Jones Financial Companies Lllp | 0.00% | 45,049 | $5,195,952 | $5,063,057 | -$132,895 | -2.56% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 44,226 | $5,135,105 | $4,970,560 | -$164,545 | -3.20% | |
| Mml Investors Services, Llc | 0.01% | 43,685 | $5,072,308 | $4,909,757 | -$162,551 | -3.20% | |
| Sanctuary Advisors, Llc | 0.02% | 36,303 | $4,215,173 | $4,080,094 | -$135,079 | -3.20% | |
| Prospera Financial Services Inc | 0.06% | 34,638 | $3,970,189 | $3,892,965 | -$77,224 | -1.95% | |
| Croban | 1.73% | 31,658 | $3,675,749 | $3,558,043 | -$117,706 | -3.20% | |
| Equitable Holdings, Inc. | 0.02% | 32,381 | $3,508,805 | $3,639,301 | +$130,496 | +3.72% | |
| Susquehanna International Group, Llp | 0.00% | 30,162 | $3,502,110 | $3,389,907 | -$112,203 | -3.20% | |
| J.W. Cole Advisors, Inc. | 0.06% | 28,490 | $3,265,219 | $3,201,991 | -$63,228 | -1.94% | |
| Stephens Inc | 0.03% | 24,128 | $2,765,310 | $2,711,746 | -$53,564 | -1.94% | |
| Private Advisor Group, Llc | 0.01% | 22,891 | $2,623,585 | $2,572,719 | -$50,866 | -1.94% | |
| Huntington National Bank | 0.01% | 22,250 | $2,583,452 | $2,500,678 | -$82,775 | -3.20% | |
| Stifel Financial Corp | 0.00% | 21,975 | $2,551,589 | $2,469,770 | -$81,819 | -3.21% | |
| Corient Private Wealth Llc | 0.00% | 21,104 | $2,426,144 | $2,371,879 | -$54,265 | -2.24% | |
| Beacon Pointe Advisors, Llc | 0.01% | 18,982 | $2,204,026 | $2,133,387 | -$70,639 | -3.20% | |
| Wealthstar Advisors, Llc | 1.08% | 19,001 | $2,177,684 | $2,135,522 | -$42,162 | -1.94% | |
| Everett Harris & Co | 0.03% | 18,039 | $2,094,508 | $2,027,403 | -$67,105 | -3.20% | |
| Pnc Financial Services Group, Inc. | 0.00% | 17,937 | $2,082,623 | $2,015,939 | -$66,684 | -3.20% | |
| Bos Asset Management, Llc | 0.48% | 18,098 | $2,074,212 | $2,034,034 | -$40,178 | -1.94% | |
| Waverly Advisors, Llc | 0.02% | 17,803 | $2,067,060 | $2,000,879 | -$66,181 | -3.20% | |
| Harbour Investments, Inc. | 0.03% | 17,009 | $1,975,004 | $1,911,642 | -$63,362 | -3.21% | |
| First Citizens Financial Corp | 0.80% | 16,786 | $1,923,843 | $1,886,579 | -$37,264 | -1.94% | |
| D.A. Davidson & Co. | 0.01% | 16,281 | $1,865,965 | $1,829,822 | -$36,143 | -1.94% |
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.