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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
BIG
126
Brookwood Investment Group
Arizona
$431K -$27.7K -257 -6%
FWIA
127
Fort Washington Investment Advisors
Ohio
$421K -$53.9K -500 -12%
Bank of New York Mellon
128
Bank of New York Mellon
New York
$420K +$42.3K +392 +12%
LF
129
Lighthouse Financial
Florida
$388K
BCM
130
Brookstone Capital Management
Illinois
$384K +$14.6K +135 +4%
SF
131
Summit Financial
New Jersey
$375K +$30.6K +284 +9%
AF
132
Apexium Financial
Texas
$374K
CIBC Private Wealth Group
133
CIBC Private Wealth Group
Georgia
$373K -$47.1K -437 -11%
CCA
134
Cottonwood Capital Advisors
Utah
$367K +$3.34K +31 +0.9%
HF
135
HRT Financial
New York
$362K -$689K -6,385 -66%
JIC
136
Johnson Investment Counsel
Ohio
$353K +$5.39K +50 +2%
KWA
137
Kingswood Wealth Advisors
California
$347K +$338K +3,130 New
FFP
138
Forbes Financial Planning
Rhode Island
$346K -$5.07K -47 -1%
Renaissance Technologies
139
Renaissance Technologies
New York
$344K +$334K +3,100 New
HSBC Holdings
140
HSBC Holdings
United Kingdom
$333K +$323K +3,000 New
Bank of Montreal
141
Bank of Montreal
Ontario, Canada
$332K
GA
142
Greenspring Advisors
Maryland
$324K +$315K +2,923 New
FFN
143
Focus Financial Network
Minnesota
$324K +$6.69K +62 +2%
PCIA
144
Prime Capital Investment Advisors
Kansas
$323K +$1.51K +14 +0.5%
CPSC
145
Carl P. Sherr & Co
Massachusetts
$321K
CIBC World Market
146
CIBC World Market
Ontario, Canada
$320K +$312K +2,889 New
BRWA
147
B. Riley Wealth Advisors
Florida
$319K -$72.9K -676 -19%
SMC
148
Smith, Moore & Co
Missouri
$318K +$309K +2,870 New
WS
149
Wedbush Securities
California
$300K +$292K +2,707 New
FMB
150
Field & Main Bank
Kentucky
$300K -$1.62K -15 -0.6%