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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
KAS
76
Kestra Advisory Services
Texas
$1M +$94.6K +832 +11%
AWA
77
Arkadios Wealth Advisors
Georgia
$994K +$86.2K +758 +10%
Franklin Resources
78
Franklin Resources
California
$961K
Fidelity Investments
79
Fidelity Investments
Massachusetts
$955K +$38.7K +340 +4%
Bank of New York Mellon
80
Bank of New York Mellon
New York
$943K +$154K +1,355 +20%
FMWA
81
Forvis Mazars Wealth Advisors
Missouri
$929K +$22.9K +201 +3%
WMA
82
Wealth Management Associates
New Jersey
$928K +$8.76K +77 +1%
RCG
83
Ridge Creek Global
Ohio
$908K
SB
84
Simmons Bank
Arkansas
$898K -$30.1K -265 -3%
USCWA
85
U.S. Capital Wealth Advisors
Texas
$884K -$28K -246 -3%
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$857K +$116K +1,018 +16%
PAS
87
PKS Advisory Services
New York
$854K +$18.1K +159 +2%
CIA
88
Capital Investment Advisors
Georgia
$821K -$2.27K -20 -0.3%
IMC Chicago
89
IMC Chicago
Illinois
$813K +$796K +7,000 New
GKWIM
90
Gerber Kawasaki Wealth & Investment Management
California
$804K +$4.09K +36 +0.5%
GPA
91
Garrison Point Advisors
California
$799K -$3.98K -35 -0.5%
MAM
92
Mullooly Asset Management
New Jersey
$796K +$1.82K +16 +0.2%
SHJ
93
Sharkey, Howes & Javer
Colorado
$795K -$168K -1,481 -18%
HF
94
HRT Financial
New York
$755K +$740K +6,509 New
KF
95
KKM Financial
Illinois
$755K
HNWAG
96
High Net Worth Advisory Group
Florida
$743K
SEI Investments
97
SEI Investments
Pennsylvania
$738K +$19K +167 +3%
HAS
98
HBW Advisory Services
California
$735K +$40.2K +354 +6%
IBOK
99
Independence Bank of Kentucky
Kentucky
$715K -$13.6K -120 -2%
OC
100
Oppenheimer & Co
New York
$689K +$1.59K +14 +0.2%