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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Neuberger Berman Group LlcBuy+2,392—2,392$259.20KQ4 2025Oct 27, 2026
Arete Wealth Advisors, LlcBuy+35,509—35,509$3.85MQ4 2025Aug 11, 2026
Independent Financial Group, LlcBuy+3,783+18.4%24,382$2.64MQ4 2025May 15, 2026
Hsbc Holdings PlcBuy+728,611—728,611$78.95MQ4 2025Mar 06, 2026
Shp Wealth ManagementBuy+700—700$75.85KQ4 2025Mar 04, 2026
Strategic Investment Solutions, Inc.Buy+752—752$81.49KQ4 2025Feb 27, 2026
Compass Financial Services IncBuy+192—192$20.76KQ4 2025Feb 27, 2026
Anchor Investment Management, LlcBuy+202—202$21.93KQ4 2025Feb 26, 2026
Beaird Harris Wealth Management, LlcBuy+370—370$40.09KQ4 2025Feb 23, 2026
Sunbelt Securities, Inc.Buy+7,395—7,395$801.34KQ4 2025Feb 20, 2026
Corient Private Wealth LlcBuy+80,935—80,935$2.30MQ4 2025Feb 19, 2026
Raymond James Financial IncBuy+223,040—223,040$24.17MQ4 2025Feb 18, 2026
Beacon Pointe Advisors, LlcBuy+21,562—21,562$2.34MQ4 2025Feb 18, 2026
Kkm Financial LlcBuy+6,965—6,965$754.73KQ4 2025Feb 18, 2026
Mercer Global Advisors IncBuy+6,351—6,351$688.24KQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+5,743—5,743$622.35KQ4 2025Feb 18, 2026
Adams Wealth ManagementBuy+3,526—3,526$382.08KQ4 2025Feb 18, 2026
Cachetech Inc.Buy+3,526—3,526$382.08KQ4 2025Feb 18, 2026
Ep Wealth Advisors, LlcBuy+2,693—2,693$291.81KQ4 2025Feb 18, 2026
Coastal Bridge Advisors, LlcBuy+1,967—1,967$213.14KQ4 2025Feb 18, 2026
Strive Financial Group ,LlcBuy+274—274$29.69KQ4 2025Feb 18, 2026
Bank Of America CorpBuy+916,734—916,734$99.34MQ4 2025Feb 17, 2026
Pgim Custom Harvest LlcBuy+454,813—454,813$49.28MQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+178,696—178,696$19.36MQ4 2025Feb 17, 2026
Cresset Asset Management, LlcBuy+177,430—177,430$19.23MQ4 2025Feb 17, 2026
Sherman Porfolios, LlcBuy+161,938—161,938$17.55MQ4 2025Feb 17, 2026
Camarda Financial Advisors, LlcBuy+122,102—122,102$13.23MQ4 2025Feb 17, 2026
Minichmacgregor Wealth Management, LlcBuy+110,594—110,594$11.98MQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+91,451—91,451$9.92MQ4 2025Feb 17, 2026
Ameriprise Financial IncBuy+87,985—87,985$9.52MQ4 2025Feb 17, 2026
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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.