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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
HI
51
Harbour Investments
Wisconsin
$1.98M +$227K +1,996 +13%
FCFC
52
First Citizens Financial Corp
Iowa
$1.95M -$2.27K -20 -0.1%
DADC
53
D.A. Davidson & Co
Montana
$1.88M +$86.3K +759 +5%
SS
54
Sunbelt Securities
Texas
$1.8M +$924K +8,126 +110%
Cerity Partners
55
Cerity Partners
New York
$1.79M -$252K -2,220 -13%
HighTower Advisors
56
HighTower Advisors
Illinois
$1.62M -$233K -2,049 -13%
EL
57
Essex LLC
Illinois
$1.61M -$3.64K -32 -0.2%
Koshinski Asset Management
58
Koshinski Asset Management
Illinois
$1.57M
WIP
59
WealthCare Investment Partners
Rhode Island
$1.56M -$150K -1,318 -9%
GWM
60
Geneos Wealth Management
Colorado
$1.53M -$59K -519 -4%
HIC
61
Holderness Investments Company
North Carolina
$1.51M +$227 +2 +0%
ZIG
62
Zurich Insurance Group
Switzerland
$1.5M
NF
63
Nikulski Financial
Iowa
$1.39M +$341 +3 +0%
Wealth Enhancement Advisory Services
64
Wealth Enhancement Advisory Services
Minnesota
$1.36M -$503K -4,420 -28%
SWP
65
Stratos Wealth Partners
Ohio
$1.36M +$151K +1,329 +13%
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$1.35M -$105K -922 -7%
FTS
67
Fifth Third Securities
Ohio
$1.34M +$991K +8,715 +308%
IAA
68
Independent Advisor Alliance
North Carolina
$1.34M +$1.31M +11,522 New
AI
69
Atria Investments
North Carolina
$1.33M +$232K +2,038 +22%
JIP
70
Jaffetilchin Investment Partners
Florida
$1.26M +$114 +1 +0%
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$1.25M +$1.21M +10,673 +12,706%
IFG
72
Independent Financial Group
California
$1.13M -$1.66M -14,615 -60%
ML
73
MLP3 LLC
New Jersey
$1.08M -$57.1K -502 -5%
SPC
74
Sigma Planning Corp
Michigan
$1.03M +$97.8K +860 +11%
QCM
75
Quantinno Capital Management
New York
$1.02M +$163K +1,438 +20%