Blckrck Util Infra & PWR OppBUI

13F holders, Q4 2025 (December 31)
71holders +9
10new positions
4sold out
$26.19avg. 13F price*

At the end of Q4 2025, 71 institutions reported holding Blckrck Util Infra & PWR Opp (BUI) in their 13F filings, up 9 from Q3 2025. 10 opened new positions and 4 sold out. The largest holders were Ameriprise Financial Inc. ($19.1M), Morgan Stanley ($19.0M) and Bank of America Corp. ($11.8M).

Company
Blckrck Util Infra & PWR Opp
Filed as
BLACKROCK UTILS INFRASTRUCTU (Q4 2025)
CUSIP
09248D104
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 65Q1 2024Q2 2024: 62Q2 2024Q3 2024: 64Q3 2024Q4 2024: 66Q4 2024Q1 2025: 66Q1 2025Q2 2025: 66Q2 2025Q3 2025: 62Q3 2025Q4 2025: 71Q4 2025Q1 2026: 75Q1 2026Q2 2026: 82Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions10$1.1M
Exits4$36K

All 13F filers, Q3 2025 → Q4 2025: 585,801 shares bought and 110,978 shares sold, net +474,823 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 71 holders

Ameriprise Financial Inc. 0.00% Add +45.4% 744,877 $19.1M
Morgan Stanley 0.00% Add +13.9% 739,858 $19.0M
Bank of America Corp. 0.00% Reduce -1.1% 460,890 $11.8M
Raymond James Financial Inc. 0.00% Add +9.4% 366,915 $9.4M
Invesco Ltd. 0.00% Reduce -6.4% 196,325 $5.0M
LPL Financial LLC 0.00% Add +24.5% 168,406 $4.3M
Wells Fargo & Company 0.00% Add +20.9% 164,337 $4.2M
Wealthspire Retirement, LLC 0.19% Add +5.1% 122,151 $3.1M
Royal Bank of Canada 0.00% Add +8.5% 108,515 $2.8M
UBS Group AG 0.00% Add +4.1% 98,617 $2.5M
Hennion & Walsh Asset Management, Inc. 0.08% Reduce -2.2% 94,732 $2.4M
Osaic Holdings, Inc. 0.00% Add +6.6% 86,090 $2.2M
Cambridge Investment Research Advisors, Inc. 0.01% Add +148.3% 77,949 $2.0M
Wealth Enhancement Advisory Services, LLC 0.00% Add +26.4% 62,883 $1.6M
Cypress Capital Management LLC (WY) 1.39% Add +0.9% 56,030 $1.4M
Smith Asset Management Co., LLC 1.13% Add +9.1% 53,262 $1.4M
Pursuit Wealth Strategies, LLC 1.82% — 50,460 $1.3M
Kestra Advisory Services, LLC 0.01% Add +3.1% 49,789 $1.3M
PNC Financial Services Group, Inc. 0.00% Add +15.8% 44,020 $1.1M
Commonwealth Equity Services, LLC 0.00% Add +3.6% 35,529 $913K
&partners 0.00% Add +41.1% 34,159 $878K
PMG Family Office LLC 1.00% No change 33,551 $862K
Stifel Financial Corp. 0.00% Add +14.3% 30,948 $795K
Everstar Asset Management, LLC 0.42% Reduce -0.3% 30,815 $792K
Farther Finance Advisors, LLC 0.01% Add +24.4% 29,334 $754K
OpenArc Corporate Advisory, LLC 0.01% — 28,012 $720K
Cetera Investment Advisers 0.00% Add +8.9% 25,772 $662K
Baird Financial Group, Inc. 0.00% Reduce -0.1% 23,894 $614K
Keybank National Association 0.00% No change 23,400 $601K
First Trust Advisors LP 0.00% Reduce -2.0% 21,738 $558K
B. Riley Wealth Advisors, Inc. 0.02% Add +3.6% 20,188 $519K
American Institute for Advanced Investment Management, LLP 0.32% New 19,040 $491K
Janney Montgomery Scott LLC 0.00% Add +0.8% 17,704 $455K
Z3 Capital Partners, LLC 0.10% — 16,515 $424K
Northwestern Mutual Wealth Management Co. 0.00% Add +14.1% 14,777 $380K
J.W. Cole Advisors, Inc. 0.01% Add +11.6% 14,483 $372K
NewEdge Advisors, LLC 0.00% Add +3.2% 13,600 $349K
Rockefeller Capital Management L.P. 0.00% Reduce -14.9% 13,286 $341K
Liberty Capital Management, Inc. 0.06% Reduce -29.6% 13,080 $336K
D.A. Davidson & Co. 0.00% Reduce -0.9% 12,455 $320K
Liberty Square Wealth Partners LLC 0.09% No change 12,039 $309K
Chancellor Financial Group WB LP 0.20% No change 11,507 $296K
M3 Advisory Group, LLC 0.16% Add +5.6% 10,392 $267K
Truist Financial Corp. 0.00% No change 10,000 $257K
SeaCrest Wealth Management, LLC 0.02% Add +0.1% 9,592 $246K
Kestra Private Wealth Services, LLC 0.00% Add +0.7% 9,459 $243K
HighTower Advisors, LLC 0.00% New 9,400 $241K
Stronghold Wealth Management L.L.C. 0.33% — 8,738 $224K
Ingalls & Snyder LLC 0.01% No change 8,400 $216K
Lanark Financial, Inc. 0.02% No change 8,263 $212K
Principal Securities, Inc. 0.00% Reduce -40.6% 8,056 $207K
Jane Street Group, LLC 0.00% New 7,883 $203K
US Bancorp \de 0.00% No change 4,750 $122K
Comerica Bank 0.00% No change 4,675 $120K
Harbour Investments, Inc. 0.00% Add +268.1% 2,580 $66K
Steward Partners Investment Advisory, LLC 0.00% No change 2,125 $55K
MPWM Advisory Solutions, LLC 0.03% New 2,008 $52K
Cullen/Frost Bankers, Inc. 0.00% New 1,673 $43K
IFP Advisors, Inc 0.00% New 1,553 $40K
Westside Investment Management, Inc. 0.00% No change 1,000 $26K
Trust Co. of Vermont 0.00% New 1,000 $26K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% New 975 $25K
Hilltop National Bank 0.01% No change 800 $21K
Winch Advisory Services, LLC 0.00% Add +5.5% 658 $17K
Eq Wealth Advisors, LLC 0.01% New 350 $9K
Russell Investments Group, Ltd. 0.00% Add +0.9% 223 $6K
Triumph Capital Management 0.00% New 200 $5K
MAI Capital Management 0.00% Add +5.8% 164 $4K
McIlrath & Eck, LLC 0.00% No change 126 $3K
Valley National Advisers Inc. 0.00% No change 65 $1K
Arax Advisory Partners 0.00% Add +0.0% 1 $18

"% 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.