We are live on ! Find out more
IDU icon

iShares US Utilities ETF

300 hedge funds and large institutions have $970M invested in iShares US Utilities ETF in 2026 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 95 increasing their positions, 80 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 80

2.85% more ownership

Funds ownership: 58.02%60.87% (+2.9%)

0% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 40

0% less capital invested

Capital invested by funds: $971M → $970M (-$269K)

3% less funds holding

Funds holding: 308300 (-8)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
300
Holders Change
-8
Holders Change %
-2.6%
% of All Funds
3.7%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
40
Increased
95
Reduced
80
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity International
1
Fidelity International
Bermuda
$212M +$208M +1,827,771 New
DWM
2
Destination Wealth Management
California
$70.4M -$260K -2,289 -0.4%
Morgan Stanley
3
Morgan Stanley
New York
$68.5M -$7.75M -68,174 -10%
Bank of America
4
Bank of America
North Carolina
$60.4M -$45.1M -396,704 -43%
PRS
5
Pinkerton Retirement Specialists
Idaho
$55.4M +$16.5M +144,689 +39%
PCH
6
PGIM Custom Harvest
New Jersey
$50.7M -$2.1M -18,475 -4%
SPIA
7
Steward Partners Investment Advisory
New York
$49.3M +$2.28M +20,062 +5%
LPL Financial
8
LPL Financial
California
$42.9M -$4.84M -42,603 -10%
Wells Fargo
9
Wells Fargo
California
$22.3M -$4.91M -43,166 -18%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$17.3M -$3.33M -29,290 -16%
Raymond James Financial
11
Raymond James Financial
Florida
$16.6M -$9.13M -80,287 -36%
LIA
12
LBMC Investment Advisors
Tennessee
$12.4M -$389K -3,420 -3%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$11.6M -$743K -6,538 -6%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$11.5M +$310K +2,728 +3%
Ameriprise
15
Ameriprise
Minnesota
$11.2M +$919K +8,084 +9%
Osaic Holdings
16
Osaic Holdings
Arizona
$8.47M -$2.11M -18,586 -20%
FAM
17
Forte Asset Management
New York
$8.03M -$57.9K -509 -0.7%
AI
18
Arrien Investments
Idaho
$8.02M -$150K -1,318 -2%
AWM
19
AE Wealth Management
Kansas
$7.98M -$3.1M -27,239 -28%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$7.92M +$749K +6,586 +11%
Truist Financial
21
Truist Financial
North Carolina
$7.36M -$507K -4,455 -7%
Goldman Sachs
22
Goldman Sachs
New York
$7.23M -$7.42M -65,241 -51%
AWA
23
Arete Wealth Advisors
Illinois
$6.98M +$6.83M +60,100 New
UBS Group
24
UBS Group
Switzerland
$6.11M +$520K +4,578 +10%
FNBOO
25
First National Bank of Omaha
Nebraska
$5.67M +$60.9K +536 +1%