We are live on ! Find out more
IDU icon

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
BBHC
301
Brown Brothers Harriman & Co
New York
$5.96K
EWM
302
Evolution Wealth Management
Florida
$5.96K
AIC
303
Archer Investment Corporation
Indiana
$4.52K +$112 +1 +2%
ACA
304
Aptus Capital Advisors
Alabama
$2.71K
EWM
305
Evermay Wealth Management
Virginia
$2.49K +$2.57K +23 New
VCM
306
Versant Capital Management
Arizona
$2.37K
RAM
307
Reflection Asset Management
South Carolina
$1.71K +$1.79K +16 New
PTC
308
Private Trust Company
Ohio
$1.19K
RFP
309
Root Financial Partners
California
$650 -$1.01K -9 -60%
MPPLM
310
Midwest Professional Planners Ltd (MPPL)
Wisconsin
-$3.12M -28,162 Closed
WAM
311
Wakefield Asset Management
Colorado
-$1.63M -14,682 Closed
AC
312
Allstate Corporation
Illinois
-$1.34M -12,047 Closed
FIG
313
FSA Investment Group
Florida
-$556K -4,974 Closed
HF
314
HRT Financial
New York
-$362K -3,272 Closed
KWA
315
Kingswood Wealth Advisors
California
-$347K -3,130 Closed
Renaissance Technologies
316
Renaissance Technologies
New York
-$344K -3,100 Closed
GAM
317
Gotham Asset Management
New York
-$254K -2,287 Closed
VPP
318
Vertex Planning Partners
Illinois
-$231K -2,085 Closed
APP
319
Avantax Planning Partners
Iowa
-$204K -1,835 Closed
PS
320
Principal Securities
Iowa
-$151K -1,358 Closed
AAS
321
Ameritas Advisory Services
Nebraska
-$139K -1,251 Closed
RA
322
Rise Advisors
New York
-$126K -1,132 Closed
ASN
323
Advisory Services Network
Georgia
-$91.3K -823 Closed
MG
324
Mather Group
Illinois
-$81.2K -732 Closed
DWA
325
Delos Wealth Advisors
Texas
-$16.6K -150 Closed