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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
FAM
26
Forte Asset Management
New York
$7.65M
PFS
27
Prospera Financial Services
Texas
$7M
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$6.89M
SFC
29
Summit Financial Consulting
Michigan
$6.55M
CA
30
CoreCap Advisors
Michigan
$5.54M
UBS Group
31
UBS Group
Switzerland
$5.43M
MML Investors Services
32
MML Investors Services
Massachusetts
$5.18M
SWA
33
Stratos Wealth Advisors
Ohio
$5.16M
CCB
34
Country Club Bank
Missouri
$5.15M
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$4.74M
EH
36
Equitable Holdings
New York
$4.31M
PAG
37
Private Advisor Group
New Jersey
$3.63M
C
38
Croban
Ohio
$3.41M
MPPLM
39
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.12M
CI
40
CPR Investments
Michigan
$3.08M
JWCA
41
J.W. Cole Advisors
Florida
$3.06M
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$2.99M
UFF
43
USA Financial Formulas
Michigan
$2.86M
BWP
44
Balboa Wealth Partners
Arizona
$2.85M
NA
45
NewEdge Advisors
Louisiana
$2.68M
SI
46
Stephens Inc
Arkansas
$2.53M
Jones Financial Companies
47
Jones Financial Companies
Missouri
$2.52M
HNB
48
Huntington National Bank
Ohio
$2.45M
AMG
49
Advisors Management Group
Wisconsin
$2.35M
BAM
50
BOS Asset Management
Illinois
$2.16M