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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
SCM
126
Schnieders Capital Management
California
$563K
PGFC
127
Peapack-Gladstone Financial Corp
New Jersey
$532K
Creative Planning
128
Creative Planning
Kansas
$531K
GPWM
129
Grant Private Wealth Management
California
$525K
EAM
130
Evanson Asset Management
California
$517K
EAM
131
Empirical Asset Management
Massachusetts
$488K
FA
132
Fiduciary Alliance
South Carolina
$488K
Rockefeller Capital Management
133
Rockefeller Capital Management
New York
$486K
CAL
134
Capital Advisors Ltd
Ohio
$461K
MAS
135
Madden Advisory Services
Florida
$446K
CCA
136
Cottonwood Capital Advisors
Utah
$445K
PFPG
137
Pinnacle Financial Partners (Georgia)
Georgia
$445K
MCC
138
Money Concepts Capital
Florida
$439K
UCFA
139
United Capital Financial Advisors
Texas
$422K
BIG
140
Brookwood Investment Group
Arizona
$421K
FWIA
141
Fort Washington Investment Advisors
Ohio
$412K
HW
142
Hancock Whitney
Mississippi
$407K
CIBC World Market
143
CIBC World Market
Ontario, Canada
$401K
AWM
144
Adams Wealth Management
Utah
$382K
CI
145
CacheTech Inc
Utah
$382K
SMC
146
Smith, Moore & Co
Missouri
$381K
LF
147
Lighthouse Financial
Florida
$379K
WAM
148
WealthCare Asset Management
Missouri
$377K
BCM
149
Brookstone Capital Management
Illinois
$371K
SF
150
Summit Financial
New Jersey
$367K