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iShares US Utilities ETF

270 hedge funds and large institutions have $879M 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, 61 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MT
176
Midwest Trust
Kansas
$232K
VPP
177
Vertex Planning Partners
Illinois
$231K
Corient Private Wealth
178
Corient Private Wealth
Florida
$228K
CSP
179
Cary Street Partners
Virginia
$228K
FHC
180
First Heartland Consultants
Missouri
$226K
PMAM
181
Picton Mahoney Asset Management
Ontario, Canada
$222K
MWM
182
Modera Wealth Management
New Jersey
$219K
CBA
183
Coastal Bridge Advisors
Connecticut
$218K
CG
184
Caprock Group
Idaho
$216K
DWS
185
Discipline Wealth Solutions
South Carolina
$215K
SEIA
186
Signature Estate & Investment Advisors
California
$212K
CFGA
187
Cambridge Financial Group (Arizona)
Arizona
$210K
IWM
188
IHT Wealth Management
Illinois
$206K
WANY
189
Wealthspire Advisors (New York)
New York
$205K
APP
190
Avantax Planning Partners
Iowa
$204K
US Bancorp
191
US Bancorp
Minnesota
$203K
NWM
192
Nova Wealth Management
Florida
$194K
CTC
193
Central Trust Company
Missouri
$185K
AAMA
194
Advanced Asset Management Advisors
Ohio
$178K
FFA
195
Farther Finance Advisors
California
$178K
CI
196
CX Institutional
Indiana
$174K
GRP
197
Global Retirement Partners
California
$164K
AEPWM
198
Atlantic Edge Private Wealth Management
Florida
$164K
PS
199
Principal Securities
Iowa
$151K
AAS
200
Ameritas Advisory Services
Nebraska
$139K