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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
SAM
151
Synergy Asset Management
Washington
$345K +$126K +1,112 +60%
FFP
152
Forbes Financial Planning
Rhode Island
$340K +$8.41K +74 +3%
MC
153
Moors & Cabot
Massachusetts
$337K +$23.4K +206 +8%
CPSC
154
Carl P. Sherr & Co
Massachusetts
$336K
Lido Advisors
155
Lido Advisors
California
$336K +$1.02K +9 +0.3%
PCIA
156
Prime Capital Investment Advisors
Kansas
$335K -$4.89K -43 -1%
IWC
157
Integrated Wealth Concepts
Massachusetts
$324K +$317K +2,788 New
EWA
158
EP Wealth Advisors
California
$313K
LOWM
159
Laurel Oak Wealth Management
New Jersey
$310K -$9.66K -85 -3%
FMB
160
Field & Main Bank
Kentucky
$303K -$7.39K -65 -2%
RFM
161
Royal Fund Management
Florida
$303K -$36.3K -319 -11%
Brown Advisory
162
Brown Advisory
Maryland
$299K
GI
163
GAMCO Investors
Connecticut
$299K
CM
164
Cornerstone Management
Georgia
$297K
HT
165
Heritage Trust
Oklahoma
$297K
TCIIS
166
TIAA-CREF Individual & Institutional Services
New York
$296K +$290K +2,550 New
GA
167
Greenspring Advisors
Maryland
$296K -$4.32K -38 -1%
NSIM
168
North Star Investment Management
Illinois
$285K
WCG
169
Weaver Consulting Group
California
$284K +$114 +1 +0%
CCA
170
Childress Capital Advisors
Texas
$278K
Neuberger Berman Group
171
Neuberger Berman Group
New York
$278K
FPAS
172
Focus Partners Advisor Solutions
Missouri
$273K -$3.64K -32 -1%
VA
173
Valmark Advisers
Ohio
$264K +$1.02K +9 +0.4%
TA
174
TPG Advisors
Illinois
$261K
AQR Capital Management
175
AQR Capital Management
Connecticut
$257K