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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
AC
76
Allstate Corporation
Illinois
$1.34M -$216K -2,000 -14%
WC
77
Westerkirk Capital
$1.31M +$1.27M +11,780 New
SHJ
78
Sharkey, Howes & Javer
Colorado
$1.29M -$57.8K -536 -4%
NF
79
Nikulski Financial
Iowa
$1.26M
JIP
80
Jaffetilchin Investment Partners
Florida
$1.2M +$3.45K +32 +0.3%
Comerica Bank
81
Comerica Bank
Texas
$1M -$249K -2,312 -20%
AI
82
Atria Investments
North Carolina
$956K +$78.7K +730 +9%
BFA
83
Brendel Financial Advisors
New Hampshire
$951K +$925K +8,579 New
SA
84
Sovran Advisors
California
$920K +$881K +8,169 New
Franklin Resources
85
Franklin Resources
California
$918K +$308K +2,860 +53%
SS
86
Sunbelt Securities
Texas
$890K -$109K -1,012 -11%
FMWA
87
Forvis Mazars Wealth Advisors
Missouri
$877K
USCWA
88
U.S. Capital Wealth Advisors
Texas
$872K -$8.41K -78 -1%
QCM
89
Quantinno Capital Management
New York
$864K +$144K +1,337 +21%
SB
90
Simmons Bank
Arkansas
$862K -$431 -4 -0.1%
WMA
91
Wealth Management Associates
New Jersey
$859K +$51.5K +478 +7%
Mariner
92
Mariner
Kansas
$848K -$558K -5,179 -40%
Fidelity Investments
93
Fidelity Investments
Massachusetts
$842K +$24.4K +226 +3%
KAS
94
Kestra Advisory Services
Texas
$840K -$755K -7,003 -48%
AWA
95
Arkadios Wealth Advisors
Georgia
$822K +$44.4K +412 +6%
FIA
96
Foundations Investment Advisors
Arizona
$812K +$790K +7,324 New
CIA
97
Capital Investment Advisors
Georgia
$788K -$2.7K -25 -0.4%
MAM
98
Mullooly Asset Management
New Jersey
$771K -$109K -1,015 -13%
GPA
99
Garrison Point Advisors
California
$769K -$1.08K -10 -0.1%
GKWIM
100
Gerber Kawasaki Wealth & Investment Management
California
$759K +$4.1K +38 +0.6%