iShares US Utilities ETF
0
Funds holding %
of 7,407 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
143% more capital invested
Capital invested by funds: $792M [Q3] → $1.92B (+$1.13B) [Q4]
73% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 22
20% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 70
5% more funds holding
Funds holding: 252 [Q3] → 264 (+12) [Q4]
6.54% less ownership
Funds ownership: 54.32% [Q3] → 47.78% (-6.54%) [Q4]
29% less funds holding in top 10
Funds holding in top 10: 7 [Q3] → 5 (-2) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for IDU.
Financial journalist opinion
Negative
Zacks Investment Research
1 month ago
Recession Fears Looming? Secure Your Portfolio With These ETFs
Look at ETFs to safeguard your portfolio as declining consumer confidence, sluggish growth and persistent inflationary pressures increase the likelihood of the U.S. economy slipping into a recession in 2025.
Neutral
Zacks Investment Research
1 month ago
Should You Invest in the iShares U.S. Utilities ETF (IDU)?
If you're interested in broad exposure to the Utilities - Broad segment of the equity market, look no further than the iShares U.S. Utilities ETF (IDU), a passively managed exchange traded fund launched on 06/12/2000.
Positive
Seeking Alpha
2 months ago
IDU: I Like The Utilities Sector At This Juncture (Rating Upgrade)
Evaluating iShares U.S. Utilities ETF as an investment option, focusing on U.S. utilities like electricity, gas, water, and waste management services. Other cyclical sectors, such as Technology, Consumer Discretionary, and Industrials are more expensive, making Utilities a potential value play. Climate and political risks are present, but I believe the potential value here outweighs those risks. I am shifting my rating on IDU to "buy."
Neutral
Zacks Investment Research
3 months 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
Seeking Alpha
4 months 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
5 months 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
6 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
6 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
7 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
7 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.
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