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iShares US Utilities ETF

270 hedge funds and large institutions have $879M invested in iShares US Utilities ETF in 2025 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 94 increasing their positions, 61 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$110M
Morgan Stanley
2
Morgan Stanley
New York
$77.2M
DWM
3
Destination Wealth Management
California
$67.7M
PCH
4
PGIM Custom Harvest
New Jersey
$50.9M
SPIA
5
Steward Partners Investment Advisory
New York
$42.3M
LPL Financial
6
LPL Financial
California
$40M
PRS
7
Pinkerton Retirement Specialists
Idaho
$37.5M
SP
8
Sherman Porfolios
Idaho
$25.7M
Wells Fargo
9
Wells Fargo
California
$25.4M
Raymond James Financial
10
Raymond James Financial
Florida
$23.7M
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$19.9M
CAM
12
Cresset Asset Management
Illinois
$18.8M
CFA
13
Camarda Financial Advisors
Florida
$13.5M
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$13.2M
LIA
15
LBMC Investment Advisors
Tennessee
$12.3M
MWM
16
MinichMacGregor Wealth Management
New York
$11.8M
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$11.1M
AWM
18
AE Wealth Management
Kansas
$10.6M
Osaic Holdings
19
Osaic Holdings
Arizona
$9.95M
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$9.52M
MSAM
21
Moloney Securities Asset Management
Missouri
$9.22M
RAS
22
RPS Advisory Solutions
Kentucky
$8.49M
AI
23
Arrien Investments
Idaho
$7.74M
Truist Financial
24
Truist Financial
North Carolina
$7.7M
Ameriprise
25
Ameriprise
Minnesota
$7.68M