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iShares US Utilities ETF

263 hedge funds and large institutions have $683M invested in iShares US Utilities ETF in 2025 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 88 increasing their positions, 61 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
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
HNWAG
101
High Net Worth Advisory Group
Florida
$669K
SPC
102
Sigma Planning Corp
Michigan
$669K
CAPTRUST Financial Advisors
103
CAPTRUST Financial Advisors
North Carolina
$654K
KF
104
KKM Financial
Illinois
$636K
HAS
105
HBW Advisory Services
California
$622K
OC
106
Oppenheimer & Co
New York
$620K
QP
107
Quartz Partners
New York
$620K
Mercer Global Advisors
108
Mercer Global Advisors
Colorado
$577K
AWS
109
Atria Wealth Solutions
New York
$572K
Franklin Resources
110
Franklin Resources
California
$567K
PAS
111
PKS Advisory Services
New York
$563K
PGFC
112
Peapack-Gladstone Financial Corp
New Jersey
$555K
Citigroup
113
Citigroup
New York
$552K
SCM
114
Schnieders Capital Management
California
$544K
EWA
115
EP Wealth Advisors
California
$522K
FIG
116
FSA Investment Group
Florida
$517K
EAM
117
Evanson Asset Management
California
$498K
Creative Planning
118
Creative Planning
Kansas
$490K
EAM
119
Empirical Asset Management
Massachusetts
$470K
FWIA
120
Fort Washington Investment Advisors
Ohio
$450K
MAS
121
Madden Advisory Services
Florida
$447K
CAL
122
Capital Advisors Ltd
Ohio
$443K
BIG
123
Brookwood Investment Group
Arizona
$433K
SF
124
Synovus Financial
Georgia
$427K
FA
125
Fiduciary Alliance
South Carolina
$413K