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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
CIBC Private Wealth Group
126
CIBC Private Wealth Group
Georgia
$398K
BRWA
127
B. Riley Wealth Advisors
Florida
$372K
LF
128
Lighthouse Financial
Florida
$366K
KNW
129
Kesler Norman & Wride
Utah
$362K
Bank of New York Mellon
130
Bank of New York Mellon
New York
$355K
AF
131
Apexium Financial
Texas
$353K
CWM
132
Congress Wealth Management
Massachusetts
$349K
BCM
133
Brookstone Capital Management
Illinois
$348K
CCA
134
Cottonwood Capital Advisors
Utah
$343K
T
135
Tableaux
Massachusetts
$342K
MCC
136
Money Concepts Capital
Florida
$337K
AWM
137
Adams Wealth Management
Utah
$332K
CI
138
CacheTech Inc
Utah
$332K
FFP
139
Forbes Financial Planning
Rhode Island
$331K
JIC
140
Johnson Investment Counsel
Ohio
$328K
SF
141
Summit Financial
New Jersey
$324K
Bank of Montreal
142
Bank of Montreal
Ontario, Canada
$314K
RFM
143
Royal Fund Management
Florida
$313K
PCIA
144
Prime Capital Investment Advisors
Kansas
$303K
CPSC
145
Carl P. Sherr & Co
Massachusetts
$303K
FFN
146
Focus Financial Network
Minnesota
$299K
FMB
147
Field & Main Bank
Kentucky
$284K
MC
148
Moors & Cabot
Massachusetts
$281K
WCG
149
Weaver Consulting Group
California
$273K
CB
150
Commerce Bank
Missouri
$271K