iShares US Utilities ETF
IDU

$98.56

0.69%

Market Cap: $1.47B

0

Funds holding %

of 6,710 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

155% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 20

42% more capital invested

Capital invested by funds: $410M [Q1] → $582M (+$172M) [Q2]

17% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 53

16% more funds holding

Funds holding: 200 [Q1] → 231 (+31) [Q2]

4.03% more ownership

Funds ownership: 46.17% [Q1] → 50.2% (+4.03%) [Q2]

100% less funds holding in top 10

Funds holding in top 10: 1 [Q1] → 0 (-1) [Q2]

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Research analyst outlook

We haven’t received any recent analyst ratings for IDU.

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Financial journalist opinion

Based on 6 articles about IDU published over the past 30 days

IDU: After A Great Run, I'd Moderate Expectations (Rating Downgrade)

Evaluating the iShares U.S. Utilities ETF (IDU) as a strong investment option due to its unique diversification and exposure to U.S. utilities and waste management companies. IDU has outperformed the S&P 500 since Q1, validating my positive outlook on the Utilities sector and the fund's composition. Valuations across the sector are above-average compared to their own trading history. This means "alpha" may be hard to come by going forward.

IDU: After A Great Run, I'd Moderate Expectations (Rating Downgrade)

IDU: Utilities Nearing 20x Earnings, Too Rich

The Utilities sector has outperformed in 2024, driven by AI and falling interest rates, with EPS growth from $12 in 2014 to $22 expected. The iShares U.S. Utilities ETF has surged 25% in the past year, trading at a high P/E ratio of 19.5x, raising valuation concerns. IDU offers exposure to U.S. utilities, with a forward dividend yield above the S&P 500, but its concentrated portfolio and high PEG ratio are notable risks.

IDU: Utilities Nearing 20x Earnings, Too Rich

Zacks Investment Research

ETFs in Focus Amid September's Market Storm Possibilities

The "September Effect" adds to the volatility already present in the market, increasing the need for investors to adopt a cautious approach when maintaining their portfolios.

ETFs in Focus Amid September's Market Storm Possibilities

My Top Investment In September As Rate Cuts And The Election Come Into Focus

I provide weekly economic insights and a buy list to help investors make informed decisions, emphasizing the importance of understanding economic cycles and political impacts. I analyze political proposals like Trump's tariffs and Harris's price controls, highlighting their potential negative economic effects and advocating for unbiased, clear-eyed economic views. Ray Dalio questions the funding for increased government spending, stressing the need for broad-based productivity and prosperity through education and equal opportunities.

My Top Investment In September As Rate Cuts And The Election Come Into Focus

Zacks Investment Research

Should You Invest in the iShares U.S. Utilities ETF (IDU)?

Designed to provide broad exposure to the Utilities - Broad segment of the equity market, the iShares U.S. Utilities ETF (IDU) is a passively managed exchange traded fund launched on 06/12/2000.

Should You Invest in the iShares U.S. Utilities ETF (IDU)?

Zacks Investment Research

5 Sector ETFs Scaling New Highs on Fed Minutes

The Fed minutes infused some optimism as most officials favored a September rate cut if inflation continued to cool. Sector ETFs, which are the major beneficiaries of a rate cut, rallied to new 52-week highs.

5 Sector ETFs Scaling New Highs on Fed Minutes

Disruptive Theme of the Week: Where's The Juice?

The “juice” in the article title does not refer to orange juice futures like in the classic film “Trading Places,” but electricity. Reuters recently reported that at the power auction for the U.S.'s largest electrical grid operator, PJM Interconnection, prices soared 800% from $269.92 megawatts per day from $28.

Disruptive Theme of the Week: Where's The Juice?

Zacks Investment Research

Utilities ETF (IDU) Hits New 52-Week High

For investors seeking momentum, iShares U.S. Utilities ETF IDU is probably on the radar. The fund just hit a 52-week high and is up 37.5% from its 52-week low price of $68.87/share.

Utilities ETF (IDU) Hits New 52-Week High

Zacks Investment Research

Should You Invest in the iShares U.S. Utilities ETF (IDU)?

The iShares U.S. Utilities ETF (IDU) was launched on 06/12/2000, and is a passively managed exchange traded fund designed to offer broad exposure to the Utilities - Broad segment of the equity market.

Should You Invest in the iShares U.S. Utilities ETF (IDU)?

IDU: Utilities Dashboard For June

Monthly article series shows industry metrics in utilities. The sector and its subsectors are close to their 11-year averages in valuation and quality metrics. iShares U.S. Utilities ETF: an alternative to XLU.

IDU: Utilities Dashboard For June

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