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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
CB
176
Commerce Bank
Missouri
$281K
GA
177
Greenspring Advisors
Maryland
$280K -$37.5K -336 -11%
Brown Advisory
178
Brown Advisory
Maryland
$279K +$20K +179 +7%
GI
179
GAMCO Investors
Connecticut
$279K
CM
180
Cornerstone Management
Georgia
$277K
HT
181
Heritage Trust
Oklahoma
$277K
FAL
182
Focused Alpha LLC
Colorado
$275K +$284K +2,542 New
BRWA
183
B. Riley Wealth Advisors
Florida
$272K -$41K -367 -13%
WTB
184
Washington Trust Bank
Washington
$267K
NSIM
185
North Star Investment Management
Illinois
$266K
WCG
186
Weaver Consulting Group
California
$265K +$112 +1 +0%
CCA
187
Childress Capital Advisors
Texas
$259K
Neuberger Berman Group
188
Neuberger Berman Group
New York
$259K +$267K +2,392 New
CSP
189
Cary Street Partners
Virginia
$259K +$37K +331 +16%
FPAS
190
Focus Partners Advisor Solutions
Missouri
$258K +$266K +2,384 New
FFS
191
Founders Financial Securities
Maryland
$255K +$263K +2,353 New
VA
192
Valmark Advisers
Ohio
$245K +$1.12K +10 +0.4%
HH
193
Hilltop Holdings
Texas
$244K +$6.04K +54 +2%
TA
194
TPG Advisors
Illinois
$243K
MFG
195
Merit Financial Group
Georgia
$243K +$251K +2,243 New
NAM
196
NTV Asset Management
West Virginia
$243K
AQR Capital Management
197
AQR Capital Management
Connecticut
$240K +$247K +2,211 New
AF
198
Allworth Financial
California
$239K +$112 +1 +0%
KWS
199
Keystone Wealth Services
California
$230K
MT
200
Midwest Trust
Kansas
$227K