We are live on ! Find out more
IDU icon

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
KWS
176
Keystone Wealth Services
California
$235K
MT
177
Midwest Trust
Kansas
$232K +$18.9K +175 +9%
VPP
178
Vertex Planning Partners
Illinois
$231K +$431 +4 +0.2%
Corient Private Wealth
179
Corient Private Wealth
Florida
$228K -$2.2M -20,390 -91%
CSP
180
Cary Street Partners
Virginia
$228K -$17.8K -165 -7%
FHC
181
First Heartland Consultants
Missouri
$226K +$108 +1 +0%
PMAM
182
Picton Mahoney Asset Management
Ontario, Canada
$222K +$64.7K +600 +43%
MWM
183
Modera Wealth Management
New Jersey
$219K
CBA
184
Coastal Bridge Advisors
Connecticut
$218K
CG
185
Caprock Group
Idaho
$216K +$216K +2,001 New
DWS
186
Discipline Wealth Solutions
South Carolina
$215K -$40.3K -374 -16%
SEIA
187
Signature Estate & Investment Advisors
California
$212K +$206K +1,912 New
CFGA
188
Cambridge Financial Group (Arizona)
Arizona
$210K +$204K +1,891 New
IWM
189
IHT Wealth Management
Illinois
$206K +$200K +1,858 New
WANY
190
Wealthspire Advisors (New York)
New York
$205K +$199K +1,848 New
APP
191
Avantax Planning Partners
Iowa
$204K +$198K +1,835 New
US Bancorp
192
US Bancorp
Minnesota
$203K +$34.4K +319 +21%
NWM
193
Nova Wealth Management
Florida
$194K -$5.5K -51 -3%
CTC
194
Central Trust Company
Missouri
$185K
AAMA
195
Advanced Asset Management Advisors
Ohio
$178K
FFA
196
Farther Finance Advisors
California
$178K +$45.7K +424 +36%
CI
197
CX Institutional
Indiana
$174K -$47.2K -438 -22%
GRP
198
Global Retirement Partners
California
$164K +$141K +1,306 +764%
AEPWM
199
Atlantic Edge Private Wealth Management
Florida
$164K
PS
200
Principal Securities
Iowa
$151K -$16.2K -150 -10%