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iShares US Utilities ETF

308 hedge funds and large institutions have $971M invested in iShares US Utilities ETF in 2025 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 104 increasing their positions, 71 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

253% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 17

46% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 71

13% more funds holding

Funds holding: 272308 (+36)

10% more capital invested

Capital invested by funds: $880M → $971M (+$90.5M)

4.37% more ownership

Funds ownership: 53.65%58.02% (+4.4%)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
308
Holders Change
+36
Holders Change %
+13.24%
% of All Funds
3.75%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.06%
New
60
Increased
104
Reduced
71
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NSG
226
Nalls Sherbakoff Group
Tennessee
$128K -$1.34K -12 -1%
BlackRock
227
BlackRock
New York
$123K +$28.2K +252 +29%
CAL
228
Capital Analysts LLC
Pennsylvania
$108K
FWP
229
FAS Wealth Partners
Kansas
$106K
MIA
230
Milestone Investment Advisors
Wisconsin
$102K +$105K +940 New
LWANC
231
Laurel Wealth Advisors (North Carolina)
North Carolina
$97.5K +$101K +900 New
Carson Wealth (CWM LLC)
232
Carson Wealth (CWM LLC)
Nebraska
$87K -$8.94K -80 -9%
BCWM
233
Bartlett & Co Wealth Management
Ohio
$86.7K
SCM
234
Sterling Capital Management
North Carolina
$83.4K
SIS
235
Strategic Investment Solutions
Illinois
$81.5K
Citigroup
236
Citigroup
New York
$76.3K -$27.6K -247 -26%
GT
237
Glenmede Trust
Pennsylvania
$75.9K +$78.2K +700 New
SWM
238
SHP Wealth Management
Massachusetts
$75.9K +$78.2K +700 New
MWM
239
MGB Wealth Management
Texas
$74.8K
UB
240
UMB Bank
Missouri
$73.1K
EF
241
Entrust Financial
Pennsylvania
$72.4K +$74.8K +669 New
BA
242
Blueline Advisors
New Hampshire
$71.1K +$73.3K +656 New
AW
243
Avion Wealth
Texas
$71K
CT
244
Colonial Trust
South Carolina
$65K
CIAS
245
Capital Investment Advisory Services
North Carolina
$64.4K +$447 +4 +0.7%
AC
246
AlphaCore Capital
California
$62.3K +$64.3K +575 New
SWA
247
SOA Wealth Advisors
New York
$58.9K
William Blair & Company
248
William Blair & Company
Illinois
$58.8K
SNB
249
Security National Bank
Nebraska
$54.2K
TWC
250
TD Waterhouse Canada
Ontario, Canada
$53K