Blckrck Util Infra & PWR OppBUI
13F holders, Q1 2025 (March 31)66holders
7new positions
5sold out
$22.64avg. 13F price*
At the end of Q1 2025, 66 institutions reported holding Blckrck Util Infra & PWR Opp (BUI) in their 13F filings, unchanged from Q4 2024. 7 opened new positions and 5 sold out. The largest holders were Morgan Stanley ($14.2M), Ameriprise Financial Inc. ($10.5M) and Bank of America Corp. ($10.0M).
- Company
- Blckrck Util Infra & PWR Opp
- Filed as
- BLACKROCK UTILS INFRASTRUCTU (Q1 2025)
- CUSIP
- 09248D104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $477K |
| Exits | 5 | $4.2M |
All 13F filers, Q4 2024 → Q1 2025: 258,542 shares bought and 307,879 shares sold, net −49,337 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 66 holders
| Morgan Stanley | 0.00% | Reduce -6.0% | 629,046 | $14.2M |
| Ameriprise Financial Inc. | 0.00% | Add +12.6% | 461,593 | $10.5M |
| Bank of America Corp. | 0.00% | Add +1.8% | 443,734 | $10.0M |
| Raymond James Financial Inc. | 0.00% | Add +35.4% | 316,269 | $7.2M |
| Invesco Ltd. | 0.00% | Reduce -7.6% | 221,729 | $5.0M |
| Wealthspire Retirement, LLC | 0.20% | Add +2.2% | 110,609 | $2.5M |
| UBS Group AG | 0.00% | Reduce -3.0% | 102,582 | $2.3M |
| Wells Fargo & Company | 0.00% | Add +31.8% | 100,714 | $2.3M |
| Osaic Holdings, Inc. | 0.00% | Add +17.4% | 90,328 | $2.0M |
| Royal Bank of Canada | 0.00% | Add +5.6% | 75,422 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.9% | 69,461 | $1.6M |
| Hennion & Walsh Asset Management, Inc. | 0.07% | Add +43.5% | 68,884 | $1.6M |
| Prairie Wealth Advisors, Inc. | 0.73% | Add +0.9% | 65,616 | $1.5M |
| LPL Financial LLC | 0.00% | Add +29.4% | 58,850 | $1.3M |
| Smith Asset Management Co., LLC | 1.08% | Reduce -1.7% | 50,513 | $1.1M |
| Principal Securities, Inc. | 0.02% | No change | 46,547 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 46,210 | $1.0M |
| Kestra Advisory Services, LLC | 0.00% | Reduce -9.7% | 42,255 | $956K |
| Consolidated Portfolio Review Corp | 0.15% | Reduce -8.1% | 40,048 | $906K |
| Everstar Asset Management, LLC | 0.52% | Reduce -11.0% | 34,715 | $786K |
| Dakota Wealth Management | 0.02% | Reduce -53.7% | 34,688 | $785K |
| Stifel Financial Corp. | 0.00% | Reduce -15.4% | 33,804 | $765K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +3.5% | 32,250 | $730K |
| Baird Financial Group, Inc. | 0.00% | Add +36.1% | 26,348 | $596K |
| Liberty Capital Management, Inc. | 0.13% | No change | 25,480 | $577K |
| Cetera Investment Advisers | 0.00% | Reduce -3.3% | 24,921 | $564K |
| Keybank National Association | 0.00% | No change | 23,400 | $530K |
| First Trust Advisors LP | 0.00% | Reduce -4.0% | 22,599 | $511K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -1.8% | 20,843 | $472K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +15.8% | 18,080 | $409K |
| D.A. Davidson & Co. | 0.00% | Reduce -1.4% | 14,684 | $332K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.05% | Add +1.6% | 14,015 | $317K |
| NewEdge Advisors, LLC | 0.00% | Add +6.4% | 13,953 | $316K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.1% | 12,695 | $287K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 12,577 | $285K |
| Liberty Square Wealth Partners LLC | 0.11% | Add +10.4% | 12,460 | $282K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -8.6% | 11,788 | $267K |
| Chancellor Financial Group WB LP | 0.21% | Add +1.8% | 11,307 | $256K |
| HM Payson & Co. | 0.00% | No change | 10,000 | $226K |
| Sage Investment Counsel LLC | 0.28% | No change | 9,693 | $219K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +0.1% | 9,595 | $217K |
| M3 Advisory Group, LLC | 0.17% | Add +1.8% | 9,526 | $216K |
| SeaCrest Wealth Management, LLC | 0.02% | Add +0.0% | 9,377 | $212K |
| Sigma Planning Corp | 0.01% | No change | 9,350 | $212K |
| Lanark Financial, Inc. | 0.02% | — | 8,263 | $186K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -20.9% | 7,794 | $176K |
| Coldstream Capital Management Inc. | 0.00% | New | 5,800 | $131K |
| Montag A & Associates Inc. | 0.01% | Add +110.9% | 4,761 | $108K |
| US Bancorp \de | 0.00% | No change | 4,750 | $107K |
| Comerica Bank | 0.00% | No change | 4,675 | $106K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 1,112 | $25K |
| Westside Investment Management, Inc. | 0.00% | No change | 1,000 | $23K |
| Creekmur Asset Management LLC | 0.00% | Add +1.7% | 701 | $16K |
| Harbour Investments, Inc. | 0.00% | No change | 701 | $16K |
| Winch Advisory Services, LLC | 0.00% | Add +1.9% | 604 | $14K |
| Elequin Capital, LP | 0.00% | New | 505 | $11K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 500 | $11K |
| Farther Finance Advisors, LLC | 0.00% | New | 486 | $11K |
| Eq Wealth Advisors, LLC | 0.01% | New | 350 | $8K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 250 | $6K |
| Russell Investments Group, Ltd. | 0.00% | No change | 221 | $5K |
| Larson Financial Group LLC | 0.00% | Reduce -96.0% | 167 | $4K |
| MAI Capital Management | 0.00% | Add +2.0% | 150 | $3K |
| McIlrath & Eck, LLC | 0.00% | No change | 126 | $3K |
| Valley National Advisers Inc. | 0.00% | No change | 65 | $1K |
| Kessler Investment Group, LLC | 0.00% | No change | 12 | $272 |
"% of holder's portfolio" is BUI's weight in each manager's 13F, not the share of Blckrck Util Infra & PWR Opp the manager owns.