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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
FAM
26
Forte Asset Management
New York
$7.65M +$50K +464 +0.7%
PFS
27
Prospera Financial Services
Texas
$7M -$351K -3,256 -5%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$6.89M +$2.38M +22,028 +55%
SFC
29
Summit Financial Consulting
Michigan
$6.55M +$658K +6,100 +12%
CA
30
CoreCap Advisors
Michigan
$5.54M +$5.34M +49,545 +12,511%
UBS Group
31
UBS Group
Switzerland
$5.43M +$48K +445 +0.9%
MML Investors Services
32
MML Investors Services
Massachusetts
$5.18M +$265K +2,455 +6%
SWA
33
Stratos Wealth Advisors
Ohio
$5.16M -$12.2K -113 -0.2%
CCB
34
Country Club Bank
Missouri
$5.15M -$2.37K -22 -0%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$4.74M +$280K +2,598 +6%
EH
36
Equitable Holdings
New York
$4.31M +$2.68M +24,877 +178%
PAG
37
Private Advisor Group
New Jersey
$3.63M +$718K +6,663 +26%
C
38
Croban
Ohio
$3.41M +$24.5K +227 +0.7%
MPPLM
39
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.12M -$2.8K -26 -0.1%
CI
40
CPR Investments
Michigan
$3.08M +$40.9K +379 +1%
JWCA
41
J.W. Cole Advisors
Florida
$3.06M +$101K +934 +4%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$2.99M +$18.9K +175 +0.7%
UFF
43
USA Financial Formulas
Michigan
$2.86M +$2.78M +25,815 New
BWP
44
Balboa Wealth Partners
Arizona
$2.85M +$2.78M +25,742 New
NA
45
NewEdge Advisors
Louisiana
$2.68M +$357K +3,309 +16%
SI
46
Stephens Inc
Arkansas
$2.53M +$226K +2,100 +10%
Jones Financial Companies
47
Jones Financial Companies
Missouri
$2.52M +$439K +4,074 +22%
HNB
48
Huntington National Bank
Ohio
$2.45M
AMG
49
Advisors Management Group
Wisconsin
$2.35M -$66.5K -617 -3%
IFG
50
Independent Financial Group
California
$2.28M -$230K -2,129 -9%