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iShares US Utilities ETF

261 hedge funds and large institutions have $682M 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, 59 reducing their positions, and 22 closing their positions.

Holders
261
Holders Change
+14
Holders Change %
+5.67%
% of All Funds
3.5%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
43
Increased
88
Reduced
59
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CIBC Private Wealth Group
126
CIBC Private Wealth Group
Georgia
$398K -$41.8K -400 -10%
BRWA
127
B. Riley Wealth Advisors
Florida
$372K +$372K +3,557 New
LF
128
Lighthouse Financial
Florida
$366K
KNW
129
Kesler Norman & Wride
Utah
$362K +$362K +3,458 New
Bank of New York Mellon
130
Bank of New York Mellon
New York
$355K +$99.3K +949 +39%
AF
131
Apexium Financial
Texas
$353K
CWM
132
Congress Wealth Management
Massachusetts
$349K +$42.6K +407 +14%
BCM
133
Brookstone Capital Management
Illinois
$348K +$29.7K +284 +9%
CCA
134
Cottonwood Capital Advisors
Utah
$343K -$18.7K -179 -5%
T
135
Tableaux
Massachusetts
$342K +$342K +24,570 New
MCC
136
Money Concepts Capital
Florida
$337K +$68.6K +656 +26%
FFP
137
Forbes Financial Planning
Rhode Island
$331K -$24.6K -235 -7%
JIC
138
Johnson Investment Counsel
Ohio
$328K +$63.8K +610 +24%
SF
139
Summit Financial
New Jersey
$324K +$20.5K +196 +7%
Bank of Montreal
140
Bank of Montreal
Ontario, Canada
$314K -$56.7K -542 -15%
RFM
141
Royal Fund Management
Florida
$313K +$1.36K +13 +0.4%
PCIA
142
Prime Capital Investment Advisors
Kansas
$303K -$94.9K -907 -24%
CPSC
143
Carl P. Sherr & Co
Massachusetts
$303K -$24.1K -230 -7%
FFN
144
Focus Financial Network
Minnesota
$299K +$314 +3 +0.1%
FMB
145
Field & Main Bank
Kentucky
$284K -$3.14K -30 -1%
MC
146
Moors & Cabot
Massachusetts
$281K +$4.5K +43 +2%
WCG
147
Weaver Consulting Group
California
$273K
CB
148
Commerce Bank
Missouri
$271K +$30.4K +291 +13%
GI
149
GAMCO Investors
Connecticut
$269K +$269K +2,575 New
CM
150
Cornerstone Management
Georgia
$268K +$268K +2,559 New