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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
NRG
301
Nemes Rush Group
Michigan
$116 +$114 +1 New
CAM
302
Cresset Asset Management
Illinois
-$19.2M -177,430 Closed
SP
303
Sherman Porfolios
Idaho
-$17.5M -161,938 Closed
CFA
304
Camarda Financial Advisors
Florida
-$13.2M -122,102 Closed
MWM
305
MinichMacGregor Wealth Management
New York
-$12M -110,594 Closed
RAS
306
RPS Advisory Solutions
Kentucky
-$8.9M -82,098 Closed
SFC
307
Summit Financial Consulting
Michigan
-$7.1M -65,479 Closed
BNP Paribas Financial Markets
308
BNP Paribas Financial Markets
France
-$5.44M -50,200 Closed
SWA
309
Stratos Wealth Advisors
Ohio
-$5.03M -46,377 Closed
TSW
310
Three Seasons Wealth
Utah
-$4.29M -39,553 Closed
LAM
311
Lifestyle Asset Management
Texas
-$3.13M -28,852 Closed
JWCA
312
J.W. Cole Advisors
Florida
-$3.04M -28,655 Closed
BWP
313
Balboa Wealth Partners
Arizona
-$2.74M -25,244 Closed
UFF
314
USA Financial Formulas
Michigan
-$2.53M -23,319 Closed
FTUS
315
Flow Traders U.S.
New York
-$2.46M -22,681 Closed
CI
316
Clal Insurance
Israel
-$1.08M -10,000 Closed
BFA
317
Brendel Financial Advisors
New Hampshire
-$869K -8,019 Closed
BWS
318
Buck Wealth Strategies
Colorado
-$853K -7,876 Closed
FIA
319
Foundations Investment Advisors
Arizona
-$850K -7,844 Closed
LA
320
Lifeworks Advisors
Michigan
-$687K -6,339 Closed
JF
321
Jump Financial
Illinois
-$611K -5,643 Closed
CIBC World Market
322
CIBC World Market
Ontario, Canada
-$401K -3,700 Closed
GIA
323
Gladstone Institutional Advisory
Florida
-$366K -3,379 Closed
WAM
324
WealthCare Asset Management
Missouri
-$377K -3,375 Closed
FFN
325
Focus Financial Network
Minnesota
-$316K -2,921 Closed