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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
PAS
101
PKS Advisory Services
New York
$739K +$139K +1,285 +24%
GIA
102
Gladstone Institutional Advisory
Florida
$735K +$2.59K +24 +0.4%
IBOK
103
Independence Bank of Kentucky
Kentucky
$731K -$5.93K -55 -0.8%
SPC
104
Sigma Planning Corp
Michigan
$718K +$9.17K +85 +1%
HNWAG
105
High Net Worth Advisory Group
Florida
$710K
CAPTRUST Financial Advisors
106
CAPTRUST Financial Advisors
North Carolina
$705K +$10.8K +100 +2%
MA
107
Mutual Advisors
Nebraska
$689K -$59.1K -548 -8%
KF
108
KKM Financial
Illinois
$675K
Mercer Global Advisors
109
Mercer Global Advisors
Colorado
$673K +$59.8K +555 +10%
HAS
110
HBW Advisory Services
California
$667K +$6.69K +62 +1%
OC
111
Oppenheimer & Co
New York
$659K +$970 +9 +0.2%
PGFC
112
Peapack-Gladstone Financial Corp
New Jersey
$589K
SCM
113
Schnieders Capital Management
California
$577K
Creative Planning
114
Creative Planning
Kansas
$559K +$38.6K +358 +8%
FIG
115
FSA Investment Group
Florida
$556K +$2.91K +27 +0.5%
GPWM
116
Grant Private Wealth Management
California
$541K +$526K +4,879 New
EAM
117
Evanson Asset Management
California
$528K +$647 +6 +0.1%
EAM
118
Empirical Asset Management
Massachusetts
$497K -$1.4K -13 -0.3%
Rockefeller Capital Management
119
Rockefeller Capital Management
New York
$495K +$482K +4,467 New
CAL
120
Capital Advisors Ltd
Ohio
$471K +$1.19K +11 +0.3%
MAS
121
Madden Advisory Services
Florida
$460K -$14.3K -133 -3%
Qube Research & Technologies (QRT)
122
Qube Research & Technologies (QRT)
United Kingdom
$457K +$213K +1,976 +92%
SF
123
Synovus Financial
Georgia
$454K +$1.19K +11 +0.3%
FA
124
Fiduciary Alliance
South Carolina
$444K +$5.07K +47 +1%
MCC
125
Money Concepts Capital
Florida
$435K +$75.2K +697 +22%