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iShares US Utilities ETF

261 hedge funds and large institutions have $686M invested in iShares US Utilities ETF in 2025 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 88 increasing their positions, 60 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
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

Top Sellers

1 -$110M
2 -$64.4M
3 -$4.82M
4
AWM
Adams Wealth Management
Utah
-$3.64M
5
CI
CacheTech Inc
Utah
-$3.64M
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
126
B. Riley Wealth Advisors
Florida
$372K
LF
127
Lighthouse Financial
Florida
$366K
KNW
128
Kesler Norman & Wride
Utah
$362K
Bank of New York Mellon
129
Bank of New York Mellon
New York
$355K
AF
130
Apexium Financial
Texas
$353K
CWM
131
Congress Wealth Management
Massachusetts
$349K
BCM
132
Brookstone Capital Management
Illinois
$348K
CCA
133
Cottonwood Capital Advisors
Utah
$343K
MCC
134
Money Concepts Capital
Florida
$337K
AWM
135
Adams Wealth Management
Utah
$332K
CI
136
CacheTech Inc
Utah
$332K
FFP
137
Forbes Financial Planning
Rhode Island
$331K
JIC
138
Johnson Investment Counsel
Ohio
$328K
SF
139
Summit Financial
New Jersey
$324K
Bank of Montreal
140
Bank of Montreal
Ontario, Canada
$314K
RFM
141
Royal Fund Management
Florida
$313K
PCIA
142
Prime Capital Investment Advisors
Kansas
$303K
CPSC
143
Carl P. Sherr & Co
Massachusetts
$303K
FFN
144
Focus Financial Network
Minnesota
$299K
FMB
145
Field & Main Bank
Kentucky
$284K
MC
146
Moors & Cabot
Massachusetts
$281K
WCG
147
Weaver Consulting Group
California
$273K
CB
148
Commerce Bank
Missouri
$271K
GI
149
GAMCO Investors
Connecticut
$269K
CM
150
Cornerstone Management
Georgia
$268K