We are live on ! Find out more
IDU icon

iShares US Utilities ETF

272 hedge funds and large institutions have $880M 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, 62 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 62

46% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 28

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

28% more capital invested

Capital invested by funds: $690M → $880M (+$190M)

6.69% more ownership

Funds ownership: 46.96%53.65% (+6.7%)

3% more funds holding

Funds holding: 264272 (+8)

Holders
272
Holders Change
+8
Holders Change %
+3.03%
% of All Funds
3.57%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.09%
New
41
Increased
94
Reduced
62
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
226
AssetMark Inc
California
$54.3K +$10.8K +100 +26%
DCM
227
Davis Capital Management
Florida
$51.7K +$50.3K +466 New
SIS
228
Sound Income Strategies
Florida
$49.6K +$21.8K +202 +87%
IA
229
IFP Advisors
Florida
$44.9K +$30.2K +280 +224%
MPCG
230
Matrix Private Capital Group
New York
$44.4K
BHWM
231
Beaird Harris Wealth Management
Texas
$41K
HNB
232
Hilltop National Bank
Wyoming
$40.6K
CWP
233
Concord Wealth Partners
Virginia
$39.9K
RP
234
Rice Partnership
Hawaii
$39.7K +$38.6K +358 New
CTWM
235
Cherry Tree Wealth Management
Minnesota
$39.5K
MCM
236
MAI Capital Management
Ohio
$38.7K
Fifth Third Bancorp
237
Fifth Third Bancorp
Ohio
$38.6K +$37.5K +348 New
S
238
SignatureFD
Georgia
$36K +$216 +2 +0.6%
BF
239
BOK Financial
Oklahoma
$35.5K +$34.5K +320 New
WIM
240
Westside Investment Management
California
$34.4K
WP
241
WealthShield Partners
North Carolina
$33.9K
TFGT
242
TS Financial Group (TSFG)
Illinois
$33K
CAM
243
Creekmur Asset Management
Illinois
$28.8K
DJSG
244
D.J. St. Germain
Massachusetts
$25.8K
National Bank of Canada
245
National Bank of Canada
Quebec, Canada
$25.8K +$7.01K +65 +39%
FRA
246
Front Row Advisors
California
$24.2K -$3.67K -34 -13%
PWA
247
Provenance Wealth Advisors
Florida
$23.7K
AIM
248
Anchor Investment Management
South Carolina
$22.3K +$108 +1 +0.5%
AA
249
Ancora Advisors
Ohio
$22.2K
FDCDDQ
250
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22.1K +$12.4K +115 +135%