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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
FAM
26
Forte Asset Management
New York
$7.55M +$80.6K +721 +1%
Truist Financial
27
Truist Financial
North Carolina
$7.35M -$173K -1,551 -2%
SFC
28
Summit Financial Consulting
Michigan
$7.1M +$720K +6,446 +11%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$6.67M -$61.4K -549 -0.9%
BNP Paribas Financial Markets
30
BNP Paribas Financial Markets
France
$5.44M +$5.61M +50,200 New
FNBOO
31
First National Bank of Omaha
Nebraska
$5.26M +$5.39M +48,212 New
UBS Group
32
UBS Group
Switzerland
$5.21M -$99.2K -888 -2%
MML Investors Services
33
MML Investors Services
Massachusetts
$5.19M +$132K +1,185 +3%
EH
34
Equitable Holdings
New York
$5.16M +$984K +8,806 +23%
SWA
35
Stratos Wealth Advisors
Ohio
$5.03M -$18.4K -165 -0.4%
Citadel Advisors
36
Citadel Advisors
Florida
$4.99M +$3.03M +27,121 +143%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$4.72M +$96.1K +860 +2%
Corient Private Wealth
38
Corient Private Wealth
Florida
$4.62M +$11.2M +100,308 +4,869%
PAG
39
Private Advisor Group
New Jersey
$4.42M +$906K +8,105 +25%
TSW
40
Three Seasons Wealth
Utah
$4.29M +$4.42M +39,553 New
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$4.25M +$4.38M +39,220 New
PFS
42
Prospera Financial Services
Texas
$4.04M -$2.89M -25,844 -41%
Jones Financial Companies
43
Jones Financial Companies
Missouri
$3.83M +$1.39M +12,460 +55%
CA
44
CoreCap Advisors
Michigan
$3.42M -$2.05M -18,343 -37%
C
45
Croban
Ohio
$3.39M +$59.9K +536 +2%
LAM
46
Lifestyle Asset Management
Texas
$3.13M +$1.58M +14,145 +96%
JWCA
47
J.W. Cole Advisors
Florida
$3.04M +$121K +1,079 +4%
CI
48
CPR Investments
Michigan
$2.98M -$21.5K -192 -0.7%
BWP
49
Balboa Wealth Partners
Arizona
$2.74M -$55.7K -498 -2%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$2.67M -$256K -2,290 -8%