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iShares US Utilities ETF

302 hedge funds and large institutions have $886M invested in iShares US Utilities ETF in 2025 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 102 increasing their positions, 70 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
302
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
PGFC
126
Peapack-Gladstone Financial Corp
New Jersey
$532K
Creative Planning
127
Creative Planning
Kansas
$531K
GPWM
128
Grant Private Wealth Management
California
$525K
EAM
129
Evanson Asset Management
California
$517K
EAM
130
Empirical Asset Management
Massachusetts
$488K
FA
131
Fiduciary Alliance
South Carolina
$488K
Rockefeller Capital Management
132
Rockefeller Capital Management
New York
$486K
CAL
133
Capital Advisors Ltd
Ohio
$461K
MAS
134
Madden Advisory Services
Florida
$446K
CCA
135
Cottonwood Capital Advisors
Utah
$445K
PFPG
136
Pinnacle Financial Partners (Georgia)
Georgia
$445K
MCC
137
Money Concepts Capital
Florida
$439K
UCFA
138
United Capital Financial Advisors
Texas
$422K
BIG
139
Brookwood Investment Group
Arizona
$421K
FWIA
140
Fort Washington Investment Advisors
Ohio
$412K
HW
141
Hancock Whitney
Mississippi
$407K
CIBC World Market
142
CIBC World Market
Ontario, Canada
$401K
AWM
143
Adams Wealth Management
Utah
$382K
CI
144
CacheTech Inc
Utah
$382K
SMC
145
Smith, Moore & Co
Missouri
$381K
LF
146
Lighthouse Financial
Florida
$379K
WAM
147
WealthCare Asset Management
Missouri
$377K
BCM
148
Brookstone Capital Management
Illinois
$371K
SF
149
Summit Financial
New Jersey
$367K
GIA
150
Gladstone Institutional Advisory
Florida
$366K