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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
MA
101
Mutual Advisors
Nebraska
$669K -$168K -1,477 -20%
Mercer Global Advisors
102
Mercer Global Advisors
Colorado
$664K -$72K -633 -10%
NA
103
NewEdge Advisors
Louisiana
$661K -$6.14K -54 -0.9%
APA
104
Astoria Portfolio Advisors
New York
$642K +$626K +5,502 New
WC
105
Westerkirk Capital
$633K
RMS
106
Retirement Management Systems
Maryland
$622K -$32.1K -282 -5%
SCM
107
Schnieders Capital Management
California
$604K
Rockefeller Capital Management
108
Rockefeller Capital Management
New York
$594K +$71.2K +626 +14%
PGFC
109
Peapack-Gladstone Financial Corp
New Jersey
$570K
SAFS
110
S&A Financial Services
Kansas
$560K +$549K +4,825 New
EAM
111
Evanson Asset Management
California
$555K +$682 +6 +0.1%
FA
112
Fiduciary Alliance
South Carolina
$549K +$25.4K +223 +5%
Creative Planning
113
Creative Planning
Kansas
$546K -$22.7K -200 -4%
WS
114
Wedbush Securities
California
$541K +$218K +1,915 +70%
MCC
115
Money Concepts Capital
Florida
$532K +$59.5K +523 +13%
AWM
116
Apollon Wealth Management
South Carolina
$531K -$143K -1,254 -22%
KNW
117
Kesler Norman & Wride
Utah
$530K -$444K -3,909 -46%
EAM
118
Empirical Asset Management
Massachusetts
$525K +$1.71K +15 +0.3%
TWC
119
TD Waterhouse Canada
Ontario, Canada
$497K +$303K +2,668 +544%
CAL
120
Capital Advisors Ltd
Ohio
$496K +$1.14K +10 +0.2%
NAM
121
NTV Asset Management
West Virginia
$492K +$227K +2,000 +89%
HW
122
Hancock Whitney
Mississippi
$486K +$39.9K +351 +9%
QP
123
Quartz Partners
New York
$481K +$109K +958 +30%
GPWM
124
Grant Private Wealth Management
California
$479K -$81.2K -714 -15%
BIG
125
Brookwood Investment Group
Arizona
$478K +$26.3K +231 +6%