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iShares US Utilities ETF

270 hedge funds and large institutions have $879M 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, 61 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
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
GIA
101
Gladstone Institutional Advisory
Florida
$735K
IBOK
102
Independence Bank of Kentucky
Kentucky
$731K
SPC
103
Sigma Planning Corp
Michigan
$718K
HNWAG
104
High Net Worth Advisory Group
Florida
$710K
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$705K
MA
106
Mutual Advisors
Nebraska
$689K
KF
107
KKM Financial
Illinois
$675K
Mercer Global Advisors
108
Mercer Global Advisors
Colorado
$673K
HAS
109
HBW Advisory Services
California
$667K
OC
110
Oppenheimer & Co
New York
$659K
PGFC
111
Peapack-Gladstone Financial Corp
New Jersey
$589K
SCM
112
Schnieders Capital Management
California
$577K
Creative Planning
113
Creative Planning
Kansas
$559K
FIG
114
FSA Investment Group
Florida
$556K
GPWM
115
Grant Private Wealth Management
California
$541K
EAM
116
Evanson Asset Management
California
$528K
EAM
117
Empirical Asset Management
Massachusetts
$497K
Rockefeller Capital Management
118
Rockefeller Capital Management
New York
$495K
CAL
119
Capital Advisors Ltd
Ohio
$471K
MAS
120
Madden Advisory Services
Florida
$460K
Qube Research & Technologies (QRT)
121
Qube Research & Technologies (QRT)
United Kingdom
$457K
SF
122
Synovus Financial
Georgia
$454K
FA
123
Fiduciary Alliance
South Carolina
$444K
MCC
124
Money Concepts Capital
Florida
$435K
BIG
125
Brookwood Investment Group
Arizona
$431K