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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
SPC
101
Sigma Planning Corp
Michigan
$669K
CAPTRUST Financial Advisors
102
CAPTRUST Financial Advisors
North Carolina
$654K
KF
103
KKM Financial
Illinois
$636K
HAS
104
HBW Advisory Services
California
$622K
OC
105
Oppenheimer & Co
New York
$620K
QP
106
Quartz Partners
New York
$620K
Mercer Global Advisors
107
Mercer Global Advisors
Colorado
$577K
AWS
108
Atria Wealth Solutions
New York
$572K
Franklin Resources
109
Franklin Resources
California
$567K
PAS
110
PKS Advisory Services
New York
$563K
PGFC
111
Peapack-Gladstone Financial Corp
New Jersey
$555K
Citigroup
112
Citigroup
New York
$552K
SCM
113
Schnieders Capital Management
California
$544K
EWA
114
EP Wealth Advisors
California
$522K
FIG
115
FSA Investment Group
Florida
$517K
EAM
116
Evanson Asset Management
California
$498K
Creative Planning
117
Creative Planning
Kansas
$490K
EAM
118
Empirical Asset Management
Massachusetts
$470K
FWIA
119
Fort Washington Investment Advisors
Ohio
$450K
MAS
120
Madden Advisory Services
Florida
$447K
CAL
121
Capital Advisors Ltd
Ohio
$443K
BIG
122
Brookwood Investment Group
Arizona
$433K
SF
123
Synovus Financial
Georgia
$427K
FA
124
Fiduciary Alliance
South Carolina
$413K
CIBC Private Wealth Group
125
CIBC Private Wealth Group
Georgia
$398K