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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
FMWA
101
Forvis Mazars Wealth Advisors
Missouri
$845K -$13K -116 -1%
SS
102
Sunbelt Securities
Texas
$801K -$70.5K -631 -8%
QCM
103
Quantinno Capital Management
New York
$797K -$48.7K -436 -6%
MA
104
Mutual Advisors
Nebraska
$784K +$133K +1,193 +20%
PAS
105
PKS Advisory Services
New York
$780K +$59.7K +534 +8%
CIA
106
Capital Investment Advisors
Georgia
$768K -$1.68K -15 -0.2%
KF
107
KKM Financial
Illinois
$755K +$98.2K +879 +14%
GPA
108
Garrison Point Advisors
California
$750K -$2.23K -20 -0.3%
GKWIM
109
Gerber Kawasaki Wealth & Investment Management
California
$746K +$4.47K +40 +0.6%
MAM
110
Mullooly Asset Management
New Jersey
$741K -$13.1K -117 -2%
Bank of New York Mellon
111
Bank of New York Mellon
New York
$733K +$333K +2,980 +79%
SAM
112
Smartleaf Asset Management
Massachusetts
$731K +$749K +6,699 New
Mariner
113
Mariner
Kansas
$702K -$131K -1,171 -15%
HNWAG
114
High Net Worth Advisory Group
Florida
$694K
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$689K +$671 +6 +0.1%
Mercer Global Advisors
116
Mercer Global Advisors
Colorado
$688K +$31.5K +282 +5%
LA
117
Lifeworks Advisors
Michigan
$687K -$750K -6,714 -51%
IBOK
118
Independence Bank of Kentucky
Kentucky
$681K -$34.6K -310 -5%
SEI Investments
119
SEI Investments
Pennsylvania
$671K +$429K +3,842 +164%
HAS
120
HBW Advisory Services
California
$648K -$3.69K -33 -0.5%
OC
121
Oppenheimer & Co
New York
$641K -$2.23K -20 -0.3%
AWM
122
Apollon Wealth Management
South Carolina
$631K +$651K +5,826 New
NA
123
NewEdge Advisors
Louisiana
$622K -$2.06M -18,421 -76%
JF
124
Jump Financial
Illinois
$611K +$631K +5,643 New
RMS
125
Retirement Management Systems
Maryland
$611K +$630K +5,640 New