IDU icon

iShares US Utilities ETF

258 hedge funds and large institutions have $681M invested in iShares US Utilities ETF in 2025 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 88 increasing their positions, 57 reducing their positions, and 22 closing their positions.

Holders
258
Holders Change
+11
Holders Change %
+4.45%
% of All Funds
3.46%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
43
Increased
88
Reduced
57
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$98.1M 938,296 +439,316 +88%
Morgan Stanley
2
Morgan Stanley
New York
$70.6M 675,609 +152,091 +29%
DWM
3
Destination Wealth Management
California
$64.2M 614,088 -4,673 -0.8%
PCH
4
PGIM Custom Harvest
New Jersey
$48.1M 459,832 +4,412 +1%
LPL Financial
5
LPL Financial
California
$32.7M 313,133 +55,279 +21%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$27.3M 261,168 +37,961 +17%
Raymond James Financial
7
Raymond James Financial
Florida
$21.5M 205,135 +16,173 +9%
Wells Fargo
8
Wells Fargo
California
$16.9M 161,365 +35,061 +28%
CFA
9
Camarda Financial Advisors
Florida
$13.3M 127,449 +127,449 New
LIA
10
LBMC Investment Advisors
Tennessee
$11.8M 112,844 -983 -0.9%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$11.3M 108,139 -19,733 -15%
MWM
12
MinichMacGregor Wealth Management
New York
$11.1M 106,597 -6,552 -6%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$9.92M 94,858 +20,281 +27%
Principal Financial Group
14
Principal Financial Group
Iowa
$9.05M 86,585 +86,585 New
AWM
15
AE Wealth Management
Kansas
$8.54M 81,696 +40,231 +97%
Truist Financial
16
Truist Financial
North Carolina
$7.89M 75,499 +15,245 +25%
AI
17
Arrien Investments
Idaho
$7.26M 69,431 -1,477 -2%
FAM
18
Forte Asset Management
New York
$7.16M 68,495 +68,495 New
Ameriprise
19
Ameriprise
Minnesota
$7.13M 68,151 +7,571 +12%
PFS
20
Prospera Financial Services
Texas
$6.94M 66,362 +44,563 +204%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$5.58M 53,327 +11,164 +26%
SFC
22
Summit Financial Consulting
Michigan
$5.54M 52,933 +52,933 New
UBS Group
23
UBS Group
Switzerland
$5.07M 48,517 +1,672 +4%
SWA
24
Stratos Wealth Advisors
Ohio
$4.88M 46,655 +14,002 +43%
CCB
25
Country Club Bank
Missouri
$4.85M 46,548 -12,996 -22%