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iShares US Utilities ETF

261 hedge funds and large institutions have $686M invested in iShares US Utilities ETF in 2025 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 88 increasing their positions, 60 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$110M
2 -$64.4M
3 -$4.82M
4
AWM
Adams Wealth Management
Utah
-$3.64M
5
CI
CacheTech Inc
Utah
-$3.64M
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
76
Sowell Financial Services
Arkansas
$1.18M
JIP
77
Jaffetilchin Investment Partners
Florida
$1.13M
BWS
78
Buck Wealth Strategies
Colorado
$1.07M
HF
79
HRT Financial
New York
$1.01M
YCG
80
Yeomans Consulting Group
Georgia
$1.01M
HI
81
Harbour Investments
Wisconsin
$940K
LA
82
Lifeworks Advisors
Michigan
$929K
SS
83
Sunbelt Securities
Texas
$870K
MAM
84
Mullooly Asset Management
New Jersey
$833K
USCWA
85
U.S. Capital Wealth Advisors
Texas
$830K
FMWA
86
Forvis Mazars Wealth Advisors
Missouri
$827K
AI
87
Atria Investments
North Carolina
$825K
SB
88
Simmons Bank
Arkansas
$814K
Fidelity Investments
89
Fidelity Investments
Massachusetts
$771K
AFG
90
Atomi Financial Group
New York
$764K
WMA
91
Wealth Management Associates
New Jersey
$760K
CIA
92
Capital Investment Advisors
Georgia
$745K
AWA
93
Arkadios Wealth Advisors
Georgia
$732K
GPA
94
Garrison Point Advisors
California
$727K
MA
95
Mutual Advisors
Nebraska
$712K
GKWIM
96
Gerber Kawasaki Wealth & Investment Management
California
$712K
IBOK
97
Independence Bank of Kentucky
Kentucky
$695K
GIA
98
Gladstone Institutional Advisory
Florida
$690K
QCM
99
Quantinno Capital Management
New York
$675K
HNWAG
100
High Net Worth Advisory Group
Florida
$669K