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iShares US Utilities ETF

265 hedge funds and large institutions have $849M invested in iShares US Utilities ETF in 2025 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 91 increasing their positions, 60 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
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
HNWAG
101
High Net Worth Advisory Group
Florida
$710K
CAPTRUST Financial Advisors
102
CAPTRUST Financial Advisors
North Carolina
$705K
MA
103
Mutual Advisors
Nebraska
$689K
KF
104
KKM Financial
Illinois
$675K
Mercer Global Advisors
105
Mercer Global Advisors
Colorado
$673K
HAS
106
HBW Advisory Services
California
$667K
OC
107
Oppenheimer & Co
New York
$659K
PGFC
108
Peapack-Gladstone Financial Corp
New Jersey
$589K
SCM
109
Schnieders Capital Management
California
$577K
Creative Planning
110
Creative Planning
Kansas
$559K
FIG
111
FSA Investment Group
Florida
$556K
GPWM
112
Grant Private Wealth Management
California
$541K
EAM
113
Evanson Asset Management
California
$528K
EAM
114
Empirical Asset Management
Massachusetts
$497K
Rockefeller Capital Management
115
Rockefeller Capital Management
New York
$495K
CAL
116
Capital Advisors Ltd
Ohio
$471K
MAS
117
Madden Advisory Services
Florida
$460K
Qube Research & Technologies (QRT)
118
Qube Research & Technologies (QRT)
United Kingdom
$457K
SF
119
Synovus Financial
Georgia
$454K
FA
120
Fiduciary Alliance
South Carolina
$444K
MCC
121
Money Concepts Capital
Florida
$435K
BIG
122
Brookwood Investment Group
Arizona
$431K
FWIA
123
Fort Washington Investment Advisors
Ohio
$421K
Bank of New York Mellon
124
Bank of New York Mellon
New York
$420K
LF
125
Lighthouse Financial
Florida
$388K