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
Bank of America
1
Bank of America
North Carolina
$110M +$5.57M +51,642 +6%
Morgan Stanley
2
Morgan Stanley
New York
$77.2M +$2.17M +20,111 +3%
DWM
3
Destination Wealth Management
California
$67.7M -$364K -3,375 -0.5%
PCH
4
PGIM Custom Harvest
New Jersey
$50.9M -$124K -1,151 -0.3%
SPIA
5
Steward Partners Investment Advisory
New York
$42.3M +$38M +352,715 +1,234%
LPL Financial
6
LPL Financial
California
$40M +$5.17M +47,988 +15%
PRS
7
Pinkerton Retirement Specialists
Idaho
$37.5M +$36.4M +337,842 New
SP
8
Sherman Porfolios
Idaho
$25.7M +$25M +231,733 New
Wells Fargo
9
Wells Fargo
California
$25.4M +$7.27M +67,415 +42%
Raymond James Financial
10
Raymond James Financial
Florida
$23.7M +$892K +8,273 +4%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$19.9M -$8.84M -81,969 -31%
CAM
12
Cresset Asset Management
Illinois
$17.6M +$17.1M +158,476 New
CFA
13
Camarda Financial Advisors
Florida
$13.5M -$644K -5,974 -5%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$13.2M +$1.14M +10,594 +10%
LIA
15
LBMC Investment Advisors
Tennessee
$12.3M -$230K -2,135 -2%
MWM
16
MinichMacGregor Wealth Management
New York
$11.8M -$60.6K -562 -0.5%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$11.1M +$590K +5,472 +6%
AWM
18
AE Wealth Management
Kansas
$10.6M +$1.54M +14,252 +17%
Osaic Holdings
19
Osaic Holdings
Arizona
$9.95M +$340K +3,153 +4%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$9.52M +$3.5M +32,476 +61%
MSAM
21
Moloney Securities Asset Management
Missouri
$9.22M +$8.96M +83,105 New
RAS
22
RPS Advisory Solutions
Kentucky
$8.49M +$8.26M +76,583 New
AI
23
Arrien Investments
Idaho
$7.74M +$39.9K +370 +0.5%
Truist Financial
24
Truist Financial
North Carolina
$7.7M -$656K -6,086 -8%
Ameriprise
25
Ameriprise
Minnesota
$7.68M +$122K +1,133 +2%