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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
CCA
126
Cottonwood Capital Advisors
Utah
$477K +$114 +1 +0%
MAS
127
Madden Advisory Services
Florida
$477K -$568 -5 -0.1%
MFG
128
Merit Financial Group
Georgia
$476K +$211K +1,853 +83%
PFPG
129
Pinnacle Financial Partners (Georgia)
Georgia
$468K -$8.64K -76 -2%
Mariner
130
Mariner
Kansas
$443K -$303K -2,667 -41%
SMC
131
Smith, Moore & Co
Missouri
$442K +$33K +290 +8%
FWIA
132
Fort Washington Investment Advisors
Ohio
$441K
AWM
133
Adams Wealth Management
Utah
$432K +$22.1K +194 +6%
CI
134
CacheTech Inc
Utah
$432K +$22.1K +194 +6%
BCM
135
Brookstone Capital Management
Illinois
$431K +$33.3K +293 +9%
Renaissance Technologies
136
Renaissance Technologies
New York
$430K +$421K +3,700 New
BRWA
137
B. Riley Wealth Advisors
Florida
$416K +$121K +1,062 +42%
LF
138
Lighthouse Financial
Florida
$406K
JIC
139
Johnson Investment Counsel
Ohio
$403K +$21K +185 +6%
UCFA
140
United Capital Financial Advisors
Texas
$391K -$58.9K -518 -13%
SF
141
Summit Financial
New Jersey
$386K -$6.82K -60 -2%
BCMLT
142
Beacon Capital Management LLC (Tennessee)
Tennessee
$384K +$72K +633 +24%
Thrivent Financial for Lutherans
143
Thrivent Financial for Lutherans
Minnesota
$381K +$58.9K +518 +19%
OSAM
144
O'Shaughnessy Asset Management
Connecticut
$380K +$46.2K +406 +14%
AAP
145
Arax Advisory Partners
Colorado
$369K +$329K +2,898 +1,020%
LWPC
146
Legacy Wealth Partners (Colorado)
Colorado
$362K
AA
147
Advisory Alpha
Michigan
$362K +$2.27K +20 +0.6%
CBU
148
CIBC Bancorp USA
Illinois
$356K +$348K +3,062 New
CB
149
Commerce Bank
Missouri
$351K +$48.9K +430 +17%
HSBC Holdings
150
HSBC Holdings
United Kingdom
$348K -$82.5M -725,611 -100%