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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
SF
151
Summit Financial
New Jersey
$367K
GIA
152
Gladstone Institutional Advisory
Florida
$366K -$363K -3,246 -49%
JIC
153
Johnson Investment Counsel
Ohio
$356K +$11.2K +100 +3%
QP
154
Quartz Partners
New York
$345K +$109K +979 +44%
LWPC
155
Legacy Wealth Partners (Colorado)
Colorado
$338K +$349K +3,122 New
AA
156
Advisory Alpha
Michigan
$336K +$93.2K +834 +37%
CIBC Private Wealth Group
157
CIBC Private Wealth Group
Georgia
$333K -$33.3K -298 -9%
CPSC
158
Carl P. Sherr & Co
Massachusetts
$318K
PCIA
159
Prime Capital Investment Advisors
Kansas
$317K +$1.68K +15 +0.5%
RFM
160
Royal Fund Management
Florida
$317K +$327K +2,928 New
FFN
161
Focus Financial Network
Minnesota
$316K +$112 +1 +0%
Lido Advisors
162
Lido Advisors
California
$316K +$323K +2,886 New
CF
163
Centaurus Financial
California
$313K +$47.4K +424 +17%
OSAM
164
O'Shaughnessy Asset Management
Connecticut
$311K +$50K +447 +18%
FFP
165
Forbes Financial Planning
Rhode Island
$310K -$29.1K -260 -8%
FTS
166
Fifth Third Securities
Ohio
$307K +$64.9K +581 +26%
Thrivent Financial for Lutherans
167
Thrivent Financial for Lutherans
Minnesota
$299K +$33.2K +297 +12%
LOWM
168
Laurel Oak Wealth Management
New Jersey
$299K +$308K +2,756 New
WS
169
Wedbush Securities
California
$298K +$4.47K +40 +1%
EWA
170
EP Wealth Advisors
California
$292K +$301K +2,693 New
MC
171
Moors & Cabot
Massachusetts
$292K
BCMLT
172
Beacon Capital Management LLC (Tennessee)
Tennessee
$290K +$299K +2,678 New
FMB
173
Field & Main Bank
Kentucky
$290K -$3.35K -30 -1%
TRCT
174
Tower Research Capital (TRC)
New York
$285K +$294K +2,629 New
Qube Research & Technologies (QRT)
175
Qube Research & Technologies (QRT)
United Kingdom
$284K -$168K -1,501 -36%