IDU · iShares U.S. Utilities ETF ETF
$109.61
+0.08 (+0.07%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 3
Total Value: $4,714,137
Total Shares: 41,132
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 3 13F filers · Δ vs Mar 31, 2026Top Holder
50.5%
+28.7 pts
Top 5
100.0%
+51.6 pts
Top 10
100.0%
+32.9 pts
HHI
4,965
Highly concentrated+4,212
Quarterly Activity
vs Mar 31, 2026
New
0
Increased
1
Decreased
1
Sold Out
298
Unchanged
1
Holder count:
-298
Institutional value:
-99.5%
Shares held:
-99.5%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | +18,616 | 20,771 |
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | −892 | 20,212 |
Top New Positions
vs Mar 31, 2026No new positions this quarter.
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega FIL Ltd | 1,827,771 | $212,222,490 | |
| Mid Destination Wealth Management | 606,250 | $70,391,687 | |
| Mega MORGAN STANLEY | 589,607 | $68,459,268 | |
| Mega BANK OF AMERICA CORP /DE/ | 520,030 | $60,380,682 | |
| Small PINKERTON WEALTH, LLC | 511,682 | $59,411,397 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC IDU | $2,380,564 | 50.50% | 20,771 | Shares | 2026-09-02 | |
| Large Corient Private Wealth LLC IDU | $2,316,497 | 49.14% | 20,212 | Shares | 2026-08-27 | |
| Small TUCKER ASSET MANAGEMENT LLC IDU | $17,076 | 0.36% | 149 | Shares | 2026-08-27 |