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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
BAM
51
BOS Asset Management
Illinois
$2.16M +$131K +1,217 +7%
WA
52
Waverly Advisors
Alabama
$2.13M +$19.7K +183 +1%
Citadel Advisors
53
Citadel Advisors
Florida
$2.1M +$1.82M +16,855 +821%
WA
54
Wealthstar Advisors
Texas
$2.08M -$358K -3,320 -15%
EHC
55
Everett Harris & Co
California
$2.02M -$32.4K -300 -2%
FCFC
56
First Citizens Financial Corp
Iowa
$1.98M -$6.79K -63 -0.4%
Goldman Sachs
57
Goldman Sachs
New York
$1.94M -$2.24M -20,739 -54%
EE
58
EWG Elevate
California
$1.93M +$61.7K +572 +3%
Cerity Partners
59
Cerity Partners
New York
$1.92M +$35.6K +330 +2%
Stifel Financial
60
Stifel Financial
Missouri
$1.88M +$41.5K +385 +2%
JP Morgan Chase
61
JP Morgan Chase
New York
$1.82M -$426K -3,950 -19%
HighTower Advisors
62
HighTower Advisors
Illinois
$1.79M -$31.2K -289 -2%
DADC
63
D.A. Davidson & Co
Montana
$1.77M -$10.8K -100 -0.6%
WIP
64
WealthCare Investment Partners
Rhode Island
$1.68M -$37.6K -349 -2%
LAM
65
Lifestyle Asset Management
Texas
$1.63M +$1.59M +14,707 New
WAM
66
Wakefield Asset Management
Colorado
$1.63M -$52.4K -486 -3%
GWM
67
Geneos Wealth Management
Colorado
$1.58M
SA
68
Sanctuary Advisors
Indiana
$1.58M +$160K +1,484 +12%
EL
69
Essex LLC
Illinois
$1.56M -$60.3K -559 -4%
Wealth Enhancement Advisory Services
70
Wealth Enhancement Advisory Services
Minnesota
$1.52M +$43.9K +407 +3%
HI
71
Harbour Investments
Wisconsin
$1.52M +$504K +4,672 +52%
HIC
72
Holderness Investments Company
North Carolina
$1.51M +$216 +2 +0%
ZIG
73
Zurich Insurance Group
Switzerland
$1.48M +$1.4M +12,960 New
LA
74
Lifeworks Advisors
Michigan
$1.45M +$450K +4,173 +47%
SWP
75
Stratos Wealth Partners
Ohio
$1.4M +$115K +1,068 +9%