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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
Bank of America
1
Bank of America
North Carolina
$99.3M -$8.18M -73,204 -7%
HSBC Holdings
2
HSBC Holdings
United Kingdom
$79M +$81.1M +725,611 +24,187%
Morgan Stanley
3
Morgan Stanley
New York
$71.3M -$4.24M -37,939 -5%
DWM
4
Destination Wealth Management
California
$65.9M -$243K -2,174 -0.4%
PCH
5
PGIM Custom Harvest
New Jersey
$49.3M -$432K -3,868 -0.8%
LPL Financial
6
LPL Financial
California
$44.6M +$5.66M +50,692 +14%
SPIA
7
Steward Partners Investment Advisory
New York
$43.8M +$2.61M +23,361 +6%
PRS
8
Pinkerton Retirement Specialists
Idaho
$39.8M +$3.26M +29,151 +9%
Wells Fargo
9
Wells Fargo
California
$25.5M +$715K +6,397 +3%
Raymond James Financial
10
Raymond James Financial
Florida
$24.2M +$1.08M +9,632 +5%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$19.4M -$56.2K -503 -0.3%
CAM
12
Cresset Asset Management
Illinois
$19.2M +$2.12M +18,954 +12%
SP
13
Sherman Porfolios
Idaho
$17.5M -$7.8M -69,795 -30%
Goldman Sachs
14
Goldman Sachs
New York
$13.8M +$12.3M +110,043 +629%
CFA
15
Camarda Financial Advisors
Florida
$13.2M +$70.1K +627 +0.5%
MWM
16
MinichMacGregor Wealth Management
New York
$12M +$509K +4,559 +4%
LIA
17
LBMC Investment Advisors
Tennessee
$12M -$45.1K -404 -0.4%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$11.5M +$690K +6,170 +6%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$10.5M -$2.48M -22,167 -19%
AWM
20
AE Wealth Management
Kansas
$10.4M -$2.12K -19 -0%
Osaic Holdings
21
Osaic Holdings
Arizona
$9.92M +$39.9K +357 +0.4%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$9.77M +$488K +4,364 +5%
Ameriprise
23
Ameriprise
Minnesota
$9.52M +$2.09M +18,701 +27%
RAS
24
RPS Advisory Solutions
Kentucky
$8.9M +$616K +5,515 +7%
AI
25
Arrien Investments
Idaho
$7.63M +$64K +573 +0.8%