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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
AAS
201
Ameritas Advisory Services
Nebraska
$139K -$4.85K -45 -3%
NEWAS
202
N.E.W. Advisory Services
Wisconsin
$138K
NSG
203
Nalls Sherbakoff Group
Tennessee
$132K
RA
204
Rise Advisors
New York
$126K -$15.3K -142 -11%
AF
205
Advisornet Financial
Minnesota
$123K +$647 +6 +0.5%
CAL
206
Capital Analysts LLC
Pennsylvania
$111K
FWP
207
FAS Wealth Partners
Kansas
$109K
Citigroup
208
Citigroup
New York
$106K -$467K -4,330 -82%
Carson Wealth (CWM LLC)
209
Carson Wealth (CWM LLC)
Nebraska
$98K +$14.4K +134 +18%
BlackRock
210
BlackRock
New York
$97.6K +$52.8K +490 +126%
ASN
211
Advisory Services Network
Georgia
$91.3K +$88.7K +823 New
BCWM
212
Bartlett & Co Wealth Management
Ohio
$88.7K
SCM
213
Sterling Capital Management
North Carolina
$85.4K
SIS
214
Strategic Investment Solutions
Illinois
$83.4K
MG
215
Mather Group
Illinois
$81.2K +$78.9K +732 New
GIM
216
Glenmede Investment Management
Pennsylvania
$77.6K
MWM
217
MGB Wealth Management
Texas
$76.5K
UB
218
UMB Bank
Missouri
$74.9K
AW
219
Avion Wealth
Texas
$73K
CT
220
Colonial Trust
South Carolina
$66.5K
CIAS
221
Capital Investment Advisory Services
North Carolina
$65.5K +$323 +3 +0.5%
SWA
222
SOA Wealth Advisors
New York
$60.3K
William Blair & Company
223
William Blair & Company
Illinois
$60.2K
SNB
224
Security National Bank
Nebraska
$55.5K
TWC
225
TD Waterhouse Canada
Ontario, Canada
$54.6K