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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
CFS
276
Compass Financial Services
Iowa
$20.8K +$224 +2 +1%
FCAS
277
First Command Advisory Services
Texas
$19.8K
MTIC
278
Missouri Trust & Investment Company
Missouri
$19K
ME
279
McIlrath & Eck
Washington
$18K
National Bank of Canada
280
National Bank of Canada
Quebec, Canada
$17.8K -$7.6K -68 -29%
SEP
281
Signature Equity Partners
Ohio
$16.5K +$17K +152 New
SC
282
SouthState Corp
Florida
$16.3K
CRI
283
Commonwealth Retirement Investments
Virginia
$14.2K +$14.6K +131 New
KFAS
284
Keating Financial Advisory Services
Kansas
$13K +$13.4K +120 New
IPS
285
Investors Portfolio Services
Washington
$11.1K +$11.4K +102 New
HBW
286
Hazlett, Burt & Watson
West Virginia
$11K
VWA
287
VSM Wealth Advisory
Maryland
$10.9K
IAIM
288
International Assets Investment Management
Florida
$10.8K +$11.2K +100 New
HPC
289
HM Payson & Co
Maine
$9.75K +$10.1K +90 New
FDCDDQ
290
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.19K -$12.9K -115 -58%
Fifth Third Bancorp
291
Fifth Third Bancorp
Ohio
$9.1K -$29.5K -264 -76%
BWAM
292
Boyd Watterson Asset Management
Ohio
$8.56K
RWM
293
Rialto Wealth Management
New York
$8.02K
AAG
294
Armstrong Advisory Group
Massachusetts
$8.02K +$3.91K +35 +90%
HPWM
295
High Point Wealth Management
New Jersey
$7.9K +$8.16K +73 New
JHCP
296
Jackson Hole Capital Partners
Oklahoma
$6.72K
GSWM
297
Golden State Wealth Management
California
$6.42K +$112 +1 +2%
FFA
298
Founders Financial Alliance
North Carolina
$6.14K +$112 +1 +2%
TCM
299
Triumph Capital Management
Colorado
$6.07K +$6.26K +56 New
WCM
300
Winthrop Capital Management
Indiana
$6K