iShares U.S. Utilities

IDU • ARCA

iShares U.S. Utilities is an exchange-traded fund on ARCA. As of Q3 2025, 264 institutional investors hold shares in this ETF, with total holdings valued at $846.9M. BANK OF AMERICA CORP /DE/ is the largest holder with a position valued at $109.8M.

Overview

Overview of institutional ownership in IDU as of Q3 2025

All Institutions

Institutions: 264
Value Held: $846.9M
Shares Held: 7.6M
Avg Position: $3.2M
Median Position: $344.7K

Hedge Funds

Hedge Funds: 5
Value Held: $3.8M
Shares Held: 34.6K
Avg Position: $768.1K
Median Position: $343.8K

Biggest Investors

Institutions with the largest positions in IDU as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$109.8M 0.01% of portfolio	989.9K shares	≤ Q2 2013 Held for 12y 5m+	$1.33T
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$77.2M 0.00% of portfolio	695.7K shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
Destination Wealth Management RIA/Wealth	Michael Allen Yoshikami CEO	$67.7M 1.87% of portfolio	610.7K shares	Q1 2013 Held for 12y 8m	$3.6B
Green Harvest Asset Management LLC Long Only Manager	Stuart Sherman Parker CEO	$50.9M 0.78% of portfolio	458.7K shares	Q4 2022 Held for 2y 11m	$6.5B
Steward Partners Investment Advisory, LLC RIA/Wealth	Jeani Theresa Winterbourne President	$42.3M 0.24% of portfolio	381.3K shares	Q2 2019 Held for 6y 5m	$17.4B
L LPL Financial LLC Institution	-	$40.0M 0.01% of portfolio	361.1K shares	≤ Q2 2013 Held for 12y 5m+	$340.07B
Pinkerton Retirement Specialists, LLC RIA/Wealth	Kathryn Elaine Pinkerton President	$37.5M 4.03% of portfolio	337.8K shares	Q3 2025 Held for 2 months	$930.2M
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$25.4M 0.01% of portfolio	228.8K shares	≤ Q2 2013 Held for 12y 5m+	$488.50B
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$23.7M 0.01% of portfolio	213.4K shares	Q4 2024 Held for 11 months	$310.43B
R ROYAL BANK OF CANADA Institution	-	$19.9M 0.00% of portfolio	179.2K shares	≤ Q2 2013 Held for 12y 5m+	$542.04B

Net Capital Flow

Institutional buying and selling activity for IDU in Q3 2025

Traded: +$116.8M
Buyers: 129
Sellers: 93
Total Bought: +$178.7M
Total Sold: −$62.0M
Avg Position: $2.9M

Biggest Buyers

Institution	Net Bought	Current Position
Steward Partners Investment Advisory, LLC RIA/Wealth	+$39.1M +352.7K shares	$42.3M 381.3K shares
Pinkerton Retirement Specialists, LLC RIA/Wealth	+$37.5M +337.8K shares	$37.5M 337.8K shares
Cresset Asset Management, LLC RIA/Wealth	+$18.8M +169.5K shares	$18.8M 169.5K shares
M Moloney Securities Asset Management, LLC RIA/Wealth	+$9.2M +83.1K shares	$9.2M 83.1K shares
R RPS ADVISORY SOLUTIONS LLC Institution	+$8.5M +76.6K shares	$8.5M 76.6K shares
WELLS FARGO & COMPANY/MN Institution	+$7.5M +67.4K shares	$25.4M 228.8K shares
BANK OF AMERICA CORP /DE/ Institution	+$5.7M +51.6K shares	$109.8M 989.9K shares
CoreCap Advisors, LLC RIA/Wealth	+$5.5M +49.5K shares	$5.5M 49.9K shares
L LPL Financial LLC Institution	+$5.3M +48.0K shares	$40.0M 361.1K shares
Cambridge Investment Research Advisors, Inc. RIA/Wealth	+$3.6M +32.5K shares	$9.5M 85.8K shares

Biggest Sellers

Institution	Net Sold	Current Position
L Laurel Wealth Advisors LLC RIA/Wealth	−$9.8M −94.1K shares	Sold Off 0 shares
R ROYAL BANK OF CANADA Institution	−$9.1M −82.0K shares	$19.9M 179.2K shares
PRINCIPAL FINANCIAL GROUP INC Institution	−$9.1M −86.6K shares	Sold Off 0 shares
Arete Wealth Advisors, LLC RIA/Wealth	−$3.9M −37.7K shares	Sold Off 0 shares
Forefront Analytics, LLC RIA/Wealth	−$3.2M −30.5K shares	Sold Off 0 shares
J JANE STREET GROUP, LLC Institution	−$2.8M −26.8K shares	Sold Off 0 shares
GOLDMAN SACHS GROUP INC Institution	−$2.3M −20.7K shares	$1.9M 17.5K shares
C CI Private Wealth, LLC RIA/Wealth	−$2.3M −20.4K shares	$228.5K 2.1K shares
C Clal Insurance Enterprises Holdings Ltd Institution	−$1.6M −15.0K shares	Sold Off 0 shares
D D. E. Shaw & Co., Inc. Institution	−$1.6M −15.0K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited IDU in Q3 2025

New Positions: 18
New Value: $29.5M
Exited Positions: 32
Exited Value: $40.1M

New Positions

Institution	Position Value
Cresset Asset Management, LLC RIA/Wealth	$18.8M 169.5K shares
USA Financial Portformulas Corp Long Only Manager	$2.9M 25.8K shares
Lifestyle Asset Management, Inc. RIA/Wealth	$1.6M 14.7K shares
Z Zurich Insurance Group Ltd/FI Institution	$1.5M 13.0K shares
B Brendel Financial Advisors LLC RIA/Wealth	$951.4K 8.6K shares
Sovran Advisors, LLC RIA/Wealth	$920.0K 8.2K shares
Foundations Investment Advisors, LLC RIA/Wealth	$812.2K 7.3K shares
KINGSWOOD WEALTH ADVISORS, LLC RIA/Wealth	$347.1K 3.1K shares
Greenspring Advisors, LLC RIA/Wealth	$324.2K 2.9K shares
SMITH, MOORE & CO. RIA/Wealth	$318.3K 2.9K shares

Exited Positions

Institution	Previous Position
L Laurel Wealth Advisors LLC RIA/Wealth	$9.8M 94.1K shares
PRINCIPAL FINANCIAL GROUP INC Institution	$9.1M 86.6K shares
Arete Wealth Advisors, LLC RIA/Wealth	$3.9M 37.7K shares
Forefront Analytics, LLC RIA/Wealth	$3.2M 30.5K shares
J JANE STREET GROUP, LLC Institution	$2.8M 26.8K shares
C Clal Insurance Enterprises Holdings Ltd Institution	$1.6M 15.0K shares
D D. E. Shaw & Co., Inc. Institution	$1.6M 15.0K shares
T Tower Research Capital LLC Institution	$1.4M 13.7K shares
Sowell Financial Services LLC RIA/Wealth	$1.2M 11.3K shares
B Buck Wealth Strategies, LLC RIA/Wealth	$1.1M 10.3K shares

Options Activity

Institutions with the largest Call and Put options positions in IDU as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with IDU as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Camarda Wealth Advisory Group, LLLP RIA/Wealth	Jeffrey Michael Franklin Camarda CEO	5.41% $13.5M	121.5K shares	Q2 2025 Held for 5 months	$249.2M
Summit Financial Consulting LLC RIA/Wealth	Peter Benjamin Miller President	5.23% $6.5M	59.0K shares	Q2 2025 Held for 5 months	$125.3M
A ARRIEN INVESTMENTS, INC. RIA/Wealth	Alex Ray Hansen CCO	4.53% $7.7M	69.8K shares	Q1 2023 Held for 2y 8m	$171.0M
R RPS ADVISORY SOLUTIONS LLC Institution	-	4.47% $8.5M	76.6K shares	Q2 2024 Held for 1y 5m	$189.8M
Pinkerton Retirement Specialists, LLC RIA/Wealth	Kathryn Elaine Pinkerton President	4.03% $37.5M	337.8K shares	Q3 2025 Held for 2 months	$930.2M
FORTE ASSET MANAGEMENT LLC RIA/Wealth	Sanjiv Kumar Founder	3.68% $7.6M	69.0K shares	Q2 2025 Held for 5 months	$207.8M
CPR Investments Inc. RIA/Wealth	Charles Paul Reinhold CEO	2.39% $3.1M	27.7K shares	Q4 2024 Held for 11 months	$128.8M
MinichMacGregor Wealth Management, LLC RIA/Wealth	Martin James Briesach Managing Partner	2.29% $11.8M	106.0K shares	Q1 2025 Held for 8 months	$512.7M
C CROBAN Institution	-	2.27% $3.4M	30.8K shares	Q1 2025 Held for 8 months	$150.1M
Destination Wealth Management RIA/Wealth	Michael Allen Yoshikami CEO	1.87% $67.7M	610.7K shares	Q1 2013 Held for 12y 8m	$3.6B

Hedge Fund Spotlight

Discover hedge funds investing in IDU

Quantinno Capital Management LP

Hedge Fund • Market Neutral

Portfolio ManagerHoon Nmn Kim

Portfolio Value: $36.6B
Positions: 2,911
Last Reported: Q3 2025

Sector Allocation

Position in iShares U.S. Utilities

Market Value: $864.2K
Shares Held: 7.8K
Portfolio Weight: 0.00%
Owned Since: 2024-Q3

Top Holding	Sector	Market Value	Weight
1 Nvidia NVDA	Semiconductors Technology	$2.1B	5.71%
2 Apple AAPL	Consumer Electronics Technology	$1.9B	5.06%
3 Microsoft MSFT	Software - Infrastructure Technology	$1.4B	3.93%