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iShares US Utilities ETF

306 hedge funds and large institutions have $968M invested in iShares US Utilities ETF in 2025 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 103 increasing their positions, 71 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
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
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
251
Sound Income Strategies
Florida
$48K
MPCG
252
Matrix Private Capital Group
New York
$43.3K
AssetMark Inc
253
AssetMark Inc
California
$42.3K
BHWM
254
Beaird Harris Wealth Management
Texas
$40.1K
HNB
255
Hilltop National Bank
Wyoming
$39.7K
CWP
256
Concord Wealth Partners
Virginia
$39.2K
RP
257
Rice Partnership
Hawaii
$38.8K
CTWM
258
Cherry Tree Wealth Management
Minnesota
$38.6K
MCM
259
MAI Capital Management
Ohio
$37.8K
RWM
260
RMG Wealth Management
Wisconsin
$37.3K
S
261
SignatureFD
Georgia
$36.8K
BF
262
BOK Financial
Oklahoma
$34.7K
WP
263
WealthShield Partners
North Carolina
$33.2K
TFGT
264
TS Financial Group (TSFG)
Illinois
$33K
AAP
265
Arax Advisory Partners
Colorado
$30.8K
SFG
266
Strive Financial Group
Indiana
$29.7K
DJSG
267
D.J. St. Germain
Massachusetts
$25.2K
TAM
268
Tucker Asset Management
Colorado
$23.8K
FRA
269
Front Row Advisors
California
$23.6K
PWA
270
Provenance Wealth Advisors
Florida
$23.2K
AIM
271
Anchor Investment Management
South Carolina
$21.9K
WIM
272
Westside Investment Management
California
$21.7K
AA
273
Ancora Advisors
Ohio
$21.7K
CFS
274
Compass Financial Services
Iowa
$20.8K
FCAS
275
First Command Advisory Services
Texas
$19.8K