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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
OSAM
176
O'Shaughnessy Asset Management
Connecticut
$209K
MWM
177
Modera Wealth Management
New Jersey
$206K
CBA
178
Coastal Bridge Advisors
Connecticut
$206K
VA
179
Valmark Advisers
Ohio
$204K
TSS
180
Two Sigma Securities
New York
$201K
MT
181
Midwest Trust
Kansas
$200K
NWM
182
Nova Wealth Management
Florida
$188K
CTC
183
Central Trust Company
Missouri
$174K
AAMA
184
Advanced Asset Management Advisors
Ohio
$168K
US Bancorp
185
US Bancorp
Minnesota
$158K
PS
186
Principal Securities
Iowa
$158K
AEPWM
187
Atlantic Edge Private Wealth Management
Florida
$154K
PMAM
188
Picton Mahoney Asset Management
Ontario, Canada
$146K
AAS
189
Ameritas Advisory Services
Nebraska
$136K
RA
190
Rise Advisors
New York
$133K
NEWAS
191
N.E.W. Advisory Services
Wisconsin
$130K
FFA
192
Farther Finance Advisors
California
$123K
AF
193
Advisornet Financial
Minnesota
$115K
CAL
194
Capital Analysts LLC
Pennsylvania
$105K
FWP
195
FAS Wealth Partners
Kansas
$102K
BCWM
196
Bartlett & Co Wealth Management
Ohio
$83.7K
SCM
197
Sterling Capital Management
North Carolina
$80.5K
SIS
198
Strategic Investment Solutions
Illinois
$78.6K
Carson Wealth (CWM LLC)
199
Carson Wealth (CWM LLC)
Nebraska
$78K
GIM
200
Glenmede Investment Management
Pennsylvania
$73.2K