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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
DCM
251
Davis Capital Management
Florida
$50.5K
IA
252
IFP Advisors
Florida
$49.2K +$5.48K +49 +12%
SIS
253
Sound Income Strategies
Florida
$48K +$224 +2 +0.5%
MPCG
254
Matrix Private Capital Group
New York
$43.3K
AssetMark Inc
255
AssetMark Inc
California
$42.3K -$11.2K -100 -20%
BHWM
256
Beaird Harris Wealth Management
Texas
$40.1K
HNB
257
Hilltop National Bank
Wyoming
$39.7K
CWP
258
Concord Wealth Partners
Virginia
$39.2K +$224 +2 +0.6%
RP
259
Rice Partnership
Hawaii
$38.8K
CTWM
260
Cherry Tree Wealth Management
Minnesota
$38.6K
MCM
261
MAI Capital Management
Ohio
$37.8K
RWM
262
RMG Wealth Management
Wisconsin
$37.3K +$19K +170 New
S
263
SignatureFD
Georgia
$36.8K +$1.68K +15 +5%
BF
264
BOK Financial
Oklahoma
$34.7K
WP
265
WealthShield Partners
North Carolina
$33.2K
TFGT
266
TS Financial Group (TSFG)
Illinois
$33K
AAP
267
Arax Advisory Partners
Colorado
$30.8K +$31.7K +284 New
SFG
268
Strive Financial Group
Indiana
$29.7K +$30.6K +274 New
DJSG
269
D.J. St. Germain
Massachusetts
$25.2K
TAM
270
Tucker Asset Management
Colorado
$23.8K +$24.6K +220 New
FRA
271
Front Row Advisors
California
$23.6K
PWA
272
Provenance Wealth Advisors
Florida
$23.2K
AIM
273
Anchor Investment Management
South Carolina
$21.9K +$112 +1 +0.5%
WIM
274
Westside Investment Management
California
$21.7K -$12.3K -110 -35%
AA
275
Ancora Advisors
Ohio
$21.7K