iShares US Utilities ETFIDU
IDU
0
Funds holding %
of 6,809 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
68% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 25
31% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 58
23% more capital invested
Capital invested by funds: $632M [Q2] → $778M (+$146M) [Q3]
7% more funds holding
Funds holding: 232 [Q2] → 249 (+17) [Q3]
1.14% less ownership
Funds ownership: 54.53% [Q2] → 53.39% (-1.14%) [Q3]
Research analyst outlook
We haven’t received any recent analyst ratings for IDU.
Financial journalist opinion
Positive
Seeking Alpha
5 days ago
IDU: Utilities Dashboard For December
This article provides a top-down analysis of the utilities sector, using fundamental and momentum metrics. Water utilities are close to their historical baseline in valuation, while other industries are moderately overvalued. iShares U.S. Utilities ETF and XLU have similar performance and risk profiles, but IDU's higher expense ratio and lower liquidity make XLU a more attractive option.
Neutral
Zacks Investment Research
1 month ago
Should You Invest in the iShares U.S. Utilities ETF (IDU)?
Looking for broad exposure to the Utilities - Broad segment of the equity market? You should consider the iShares U.S. Utilities ETF (IDU), a passively managed exchange traded fund launched on 06/12/2000.
Positive
Zacks Investment Research
2 months ago
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 50.15% from its 52-week low price of $68.87/share.
Positive
ETF Trends
2 months ago
Utilities ETFs: Plugged in for 2024
As an “old economy” sector, utilities are notable for their steady revenue streams. They also typically serve as a defensive segment of a portfolio.
Neutral
Seeking Alpha
3 months ago
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.
Positive
Seeking Alpha
3 months ago
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.
Neutral
Zacks Investment Research
3 months ago
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.
Positive
Seeking Alpha
3 months ago
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.
Neutral
Zacks Investment Research
3 months ago
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.
Positive
Zacks Investment Research
4 months ago
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.
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