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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
RW
201
Rede Wealth
Virginia
$225K +$232K +2,074 New
FHC
202
First Heartland Consultants
Missouri
$223K +$3.13K +28 +1%
CG
203
Caprock Group
Idaho
$217K
MWM
204
Modera Wealth Management
New Jersey
$214K
CBA
205
Coastal Bridge Advisors
Connecticut
$213K
IWM
206
IHT Wealth Management
Illinois
$213K +$12.1K +108 +6%
DWS
207
Discipline Wealth Solutions
South Carolina
$209K -$1.12K -10 -0.5%
SEIA
208
Signature Estate & Investment Advisors
California
$208K +$671 +6 +0.3%
CFGA
209
Cambridge Financial Group (Arizona)
Arizona
$206K
SGWP
210
Sun Group Wealth Partners
California
$206K +$212K +1,900 New
SAM
211
Synergy Asset Management
Washington
$201K +$208K +1,859 New
MWM
212
Meridian Wealth Management
Kentucky
$201K +$208K +1,859 New
WANY
213
Wealthspire Advisors (New York)
New York
$200K
US Bancorp
214
US Bancorp
Minnesota
$199K +$224 +2 +0.1%
FFA
215
Farther Finance Advisors
California
$196K +$23.2K +208 +13%
CI
216
CX Institutional
Indiana
$187K +$17K +152 +10%
PMAM
217
Picton Mahoney Asset Management
Ontario, Canada
$184K -$33.5K -300 -15%
CTC
218
Central Trust Company
Missouri
$180K
AF
219
Advisornet Financial
Minnesota
$178K +$59.8K +535 +48%
AAMA
220
Advanced Asset Management Advisors
Ohio
$174K
AEPWM
221
Atlantic Edge Private Wealth Management
Florida
$160K
NWM
222
Nova Wealth Management
Florida
$154K -$37K -331 -19%
GRP
223
Global Retirement Partners
California
$142K -$18.4K -165 -11%
NEWAS
224
N.E.W. Advisory Services
Wisconsin
$135K
FHA
225
Flagship Harbor Advisors
Massachusetts
$131K +$135K +1,212 New