§ EQUITY
USDIDU
ISHARES US UTILITIES ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
123 increased/new, 75 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| FIL Ltd | 1.8M | 0.2% | n/a |
| Destination Wealth Management | 606K | 1.8% | −0% |
| Morgan Stanley | 590K | 0.0% | n/a |
| Bank of America Corp | 520K | 0.0% | −43% |
| PINKERTON WEALTH, LLC | 512K | 5.0% | +39% |
| PGIM Custom Harvest LLC | 436K | 0.8% | −4% |
◇ AC INTELLIGENCE
Top institutional owners for IDU as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER48.9% · 255 holders
QUALITY / COMPOUNDER22.8% · 7 holders
DEALER / BANK21.3% · 29 holders
INCOME / DEFENSIVE6.7% · 4 holders
SYSTEMATIC / QUANT0.2% · 3 holders
TACTICAL / MACRO0.0% · 1 holder
PASSIVE / INDEX0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for IDU in the last 180 days.