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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
FHC
201
First Heartland Consultants
Missouri
$223K
CG
202
Caprock Group
Idaho
$217K
MWM
203
Modera Wealth Management
New Jersey
$214K
CBA
204
Coastal Bridge Advisors
Connecticut
$213K
IWM
205
IHT Wealth Management
Illinois
$213K
DWS
206
Discipline Wealth Solutions
South Carolina
$209K
SEIA
207
Signature Estate & Investment Advisors
California
$208K
CFGA
208
Cambridge Financial Group (Arizona)
Arizona
$206K
SGWP
209
Sun Group Wealth Partners
California
$206K
SAM
210
Synergy Asset Management
Washington
$201K
MWM
211
Meridian Wealth Management
Kentucky
$201K
WANY
212
Wealthspire Advisors (New York)
New York
$200K
US Bancorp
213
US Bancorp
Minnesota
$199K
FFA
214
Farther Finance Advisors
California
$196K
CI
215
CX Institutional
Indiana
$187K
PMAM
216
Picton Mahoney Asset Management
Ontario, Canada
$184K
CTC
217
Central Trust Company
Missouri
$180K
AF
218
Advisornet Financial
Minnesota
$178K
AAMA
219
Advanced Asset Management Advisors
Ohio
$174K
AEPWM
220
Atlantic Edge Private Wealth Management
Florida
$160K
NWM
221
Nova Wealth Management
Florida
$154K
GRP
222
Global Retirement Partners
California
$142K
NEWAS
223
N.E.W. Advisory Services
Wisconsin
$135K
FHA
224
Flagship Harbor Advisors
Massachusetts
$131K
NSG
225
Nalls Sherbakoff Group
Tennessee
$128K