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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
WC
126
Westerkirk Capital
$591K -$707K -6,329 -54%
SCM
127
Schnieders Capital Management
California
$563K
PGFC
128
Peapack-Gladstone Financial Corp
New Jersey
$532K -$44.7K -400 -8%
Creative Planning
129
Creative Planning
Kansas
$531K -$15.4K -138 -3%
GPWM
130
Grant Private Wealth Management
California
$525K -$4.25K -38 -0.8%
EAM
131
Evanson Asset Management
California
$517K +$782 +7 +0.1%
EAM
132
Empirical Asset Management
Massachusetts
$488K +$2.79K +25 +0.6%
FA
133
Fiduciary Alliance
South Carolina
$488K +$55.8K +499 +12%
Rockefeller Capital Management
134
Rockefeller Capital Management
New York
$486K +$2.23K +20 +0.4%
CAL
135
Capital Advisors Ltd
Ohio
$461K +$1.34K +12 +0.3%
MAS
136
Madden Advisory Services
Florida
$446K -$3.46K -31 -0.7%
CCA
137
Cottonwood Capital Advisors
Utah
$445K +$89.6K +802 +24%
PFPG
138
Pinnacle Financial Partners (Georgia)
Georgia
$445K +$459K +4,104 New
MCC
139
Money Concepts Capital
Florida
$439K +$14.6K +131 +3%
UCFA
140
United Capital Financial Advisors
Texas
$422K +$435K +3,890 New
BIG
141
Brookwood Investment Group
Arizona
$421K
FWIA
142
Fort Washington Investment Advisors
Ohio
$412K
HW
143
Hancock Whitney
Mississippi
$407K +$420K +3,758 New
CIBC World Market
144
CIBC World Market
Ontario, Canada
$401K +$90.6K +811 +28%
AWM
145
Adams Wealth Management
Utah
$382K +$110K +983 +39%
CI
146
CacheTech Inc
Utah
$382K +$110K +983 +39%
SMC
147
Smith, Moore & Co
Missouri
$381K +$72.2K +646 +23%
LF
148
Lighthouse Financial
Florida
$379K
WAM
149
WealthCare Asset Management
Missouri
$377K +$377K +3,375 New
BCM
150
Brookstone Capital Management
Illinois
$371K -$4.25K -38 -1%