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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
HIC
76
Holderness Investments Company
North Carolina
$1.41M -$72.3K -647 -5%
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$1.36M +$1.07M +9,555 +319%
NF
78
Nikulski Financial
Iowa
$1.29M +$63.3K +566 +5%
YCG
79
Yeomans Consulting Group
Georgia
$1.26M +$1.29M +11,586 New
JIP
80
Jaffetilchin Investment Partners
Florida
$1.18M +$5.03K +45 +0.4%
SWP
81
Stratos Wealth Partners
Ohio
$1.12M -$247K -2,207 -18%
CI
82
Clal Insurance
Israel
$1.08M +$1.12M +10,000 New
ML
83
MLP3 LLC
New Jersey
$1.06M +$1.09M +9,770 New
Comerica Bank
84
Comerica Bank
Texas
$1.02M +$43.6K +390 +4%
AI
85
Atria Investments
North Carolina
$1.02M +$84K +752 +9%
SA
86
Sovran Advisors
California
$932K +$28.3K +253 +3%
KNW
87
Kesler Norman & Wride
Utah
$918K +$947K +8,473 New
SHJ
88
Sharkey, Howes & Javer
Colorado
$903K -$370K -3,314 -28%
Franklin Resources
89
Franklin Resources
California
$897K
BFA
90
Brendel Financial Advisors
New Hampshire
$869K -$62.6K -560 -7%
SB
91
Simmons Bank
Arkansas
$867K +$25.1K +225 +3%
SPC
92
Sigma Planning Corp
Michigan
$865K +$168K +1,506 +23%
WMA
93
Wealth Management Associates
New Jersey
$858K +$18.7K +167 +2%
Fidelity Investments
94
Fidelity Investments
Massachusetts
$854K +$32.3K +289 +4%
BWS
95
Buck Wealth Strategies
Colorado
$853K +$880K +7,876 New
USCWA
96
U.S. Capital Wealth Advisors
Texas
$852K
FIA
97
Foundations Investment Advisors
Arizona
$850K +$58.1K +520 +7%
RCG
98
Ridge Creek Global
Ohio
$848K +$874K +7,824 New
AWA
99
Arkadios Wealth Advisors
Georgia
$846K +$44.1K +395 +5%
KAS
100
Kestra Advisory Services
Texas
$845K +$25K +224 +3%