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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
WA
51
Wealthstar Advisors
Texas
$2.67M +$664K +5,946 +32%
IFG
52
Independent Financial Group
California
$2.64M +$423K +3,783 +18%
SI
53
Stephens Inc
Arkansas
$2.53M +$61.5K +550 +2%
UFF
54
USA Financial Formulas
Michigan
$2.53M -$279K -2,496 -10%
FTUS
55
Flow Traders U.S.
New York
$2.46M +$2.53M +22,681 New
HNB
56
Huntington National Bank
Ohio
$2.39M
BPA
57
Beacon Pointe Advisors
California
$2.34M +$2.41M +21,562 New
AMG
58
Advisors Management Group
Wisconsin
$2.25M -$47.4K -424 -2%
BAM
59
BOS Asset Management
Illinois
$2.09M -$14K -125 -0.6%
JP Morgan Chase
60
JP Morgan Chase
New York
$2.08M +$308K +2,760 +17%
Stifel Financial
61
Stifel Financial
Missouri
$2M +$168K +1,503 +9%
SA
62
Sanctuary Advisors
Indiana
$1.96M +$435K +3,890 +27%
EHC
63
Everett Harris & Co
California
$1.95M -$19.6K -175 -1%
WA
64
Waverly Advisors
Alabama
$1.93M -$155K -1,390 -7%
Cerity Partners
65
Cerity Partners
New York
$1.91M +$34.5K +309 +2%
FCFC
66
First Citizens Financial Corp
Iowa
$1.82M -$120K -1,072 -6%
Wealth Enhancement Advisory Services
67
Wealth Enhancement Advisory Services
Minnesota
$1.74M +$297K +2,660 +20%
HighTower Advisors
68
HighTower Advisors
Illinois
$1.74M -$16.4K -147 -0.9%
DADC
69
D.A. Davidson & Co
Montana
$1.67M -$60.2K -539 -3%
WIP
70
WealthCare Investment Partners
Rhode Island
$1.63M -$12.1K -108 -0.7%
HI
71
Harbour Investments
Wisconsin
$1.63M +$151K +1,350 +10%
EL
72
Essex LLC
Illinois
$1.51M -$19.6K -175 -1%
GWM
73
Geneos Wealth Management
Colorado
$1.49M -$58K -519 -4%
Koshinski Asset Management
74
Koshinski Asset Management
Illinois
$1.47M +$1.51M +13,535 New
ZIG
75
Zurich Insurance Group
Switzerland
$1.41M