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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
CG
201
Caprock Group
Idaho
$217K
MWM
202
Modera Wealth Management
New Jersey
$214K
CBA
203
Coastal Bridge Advisors
Connecticut
$213K
IWM
204
IHT Wealth Management
Illinois
$213K
DWS
205
Discipline Wealth Solutions
South Carolina
$209K
SEIA
206
Signature Estate & Investment Advisors
California
$208K
CFGA
207
Cambridge Financial Group (Arizona)
Arizona
$206K
SGWP
208
Sun Group Wealth Partners
California
$206K
SAM
209
Synergy Asset Management
Washington
$201K
MWM
210
Meridian Wealth Management
Kentucky
$201K
WANY
211
Wealthspire Advisors (New York)
New York
$200K
US Bancorp
212
US Bancorp
Minnesota
$199K
FFA
213
Farther Finance Advisors
California
$196K
CI
214
CX Institutional
Indiana
$187K
PMAM
215
Picton Mahoney Asset Management
Ontario, Canada
$184K
CTC
216
Central Trust Company
Missouri
$180K
AF
217
Advisornet Financial
Minnesota
$178K
AAMA
218
Advanced Asset Management Advisors
Ohio
$174K
AEPWM
219
Atlantic Edge Private Wealth Management
Florida
$160K
NWM
220
Nova Wealth Management
Florida
$154K
GRP
221
Global Retirement Partners
California
$142K
NEWAS
222
N.E.W. Advisory Services
Wisconsin
$135K
FHA
223
Flagship Harbor Advisors
Massachusetts
$131K
BlackRock
224
BlackRock
New York
$123K
FWP
225
FAS Wealth Partners
Kansas
$106K