ISHARES US UTILITIES ETF (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 (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Hsbc Holdings Plc, Pgim Custom Harvest Llc, Raymond James Financial Inc, and Royal Bank Of Canada.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Neuberger Berman Group Llc | Buy | +2,392 | — | 2,392 | $259.20K | Q4 2025 | Oct 27, 2026 |
| Arete Wealth Advisors, Llc | Buy | +35,509 | — | 35,509 | $3.85M | Q4 2025 | Aug 11, 2026 |
| Independent Financial Group, Llc | Buy | +3,783 | +18.4% | 24,382 | $2.64M | Q4 2025 | May 15, 2026 |
| Hsbc Holdings Plc | Buy | +728,611 | — | 728,611 | $78.95M | Q4 2025 | Mar 06, 2026 |
| Shp Wealth Management | Buy | +700 | — | 700 | $75.85K | Q4 2025 | Mar 04, 2026 |
| Strategic Investment Solutions, Inc. | Buy | +752 | — | 752 | $81.49K | Q4 2025 | Feb 27, 2026 |
| Compass Financial Services Inc | Buy | +192 | — | 192 | $20.76K | Q4 2025 | Feb 27, 2026 |
| Anchor Investment Management, Llc | Buy | +202 | — | 202 | $21.93K | Q4 2025 | Feb 26, 2026 |
| Beaird Harris Wealth Management, Llc | Buy | +370 | — | 370 | $40.09K | Q4 2025 | Feb 23, 2026 |
| Sunbelt Securities, Inc. | Buy | +7,395 | — | 7,395 | $801.34K | Q4 2025 | Feb 20, 2026 |
| Corient Private Wealth Llc | Buy | +80,935 | — | 80,935 | $2.30M | Q4 2025 | Feb 19, 2026 |
| Raymond James Financial Inc | Buy | +223,040 | — | 223,040 | $24.17M | Q4 2025 | Feb 18, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +21,562 | — | 21,562 | $2.34M | Q4 2025 | Feb 18, 2026 |
| Kkm Financial Llc | Buy | +6,965 | — | 6,965 | $754.73K | Q4 2025 | Feb 18, 2026 |
| Mercer Global Advisors Inc | Buy | +6,351 | — | 6,351 | $688.24K | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +5,743 | — | 5,743 | $622.35K | Q4 2025 | Feb 18, 2026 |
| Adams Wealth Management | Buy | +3,526 | — | 3,526 | $382.08K | Q4 2025 | Feb 18, 2026 |
| Cachetech Inc. | Buy | +3,526 | — | 3,526 | $382.08K | Q4 2025 | Feb 18, 2026 |
| Ep Wealth Advisors, Llc | Buy | +2,693 | — | 2,693 | $291.81K | Q4 2025 | Feb 18, 2026 |
| Coastal Bridge Advisors, Llc | Buy | +1,967 | — | 1,967 | $213.14K | Q4 2025 | Feb 18, 2026 |
| Strive Financial Group ,Llc | Buy | +274 | — | 274 | $29.69K | Q4 2025 | Feb 18, 2026 |
| Bank Of America Corp | Buy | +916,734 | — | 916,734 | $99.34M | Q4 2025 | Feb 17, 2026 |
| Pgim Custom Harvest Llc | Buy | +454,813 | — | 454,813 | $49.28M | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +178,696 | — | 178,696 | $19.36M | Q4 2025 | Feb 17, 2026 |
| Cresset Asset Management, Llc | Buy | +177,430 | — | 177,430 | $19.23M | Q4 2025 | Feb 17, 2026 |
| Sherman Porfolios, Llc | Buy | +161,938 | — | 161,938 | $17.55M | Q4 2025 | Feb 17, 2026 |
| Camarda Financial Advisors, Llc | Buy | +122,102 | — | 122,102 | $13.23M | Q4 2025 | Feb 17, 2026 |
| Minichmacgregor Wealth Management, Llc | Buy | +110,594 | — | 110,594 | $11.98M | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +91,451 | — | 91,451 | $9.92M | Q4 2025 | Feb 17, 2026 |
| Ameriprise Financial Inc | Buy | +87,985 | — | 87,985 | $9.52M | Q4 2025 | Feb 17, 2026 |
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.