As of the latest SEC filings, HAWAIIAN ELECTRIC INDUSTRIES INC (HE) is held by 239 institutional funds. The largest fund shareholder is iShares Core S&P Small-Cap ETF (IJR), holding an estimated $153,782,438.32 in market value, representing 0.17% of its portfolio.
Funds holding HAWAIIAN ELECTRIC INDUSTRIES INC (HE)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- HE
- CIK:
- 0000354707
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJR
iShares Core S&P Small-Cap ETF
|
ETF | BlackRock / iShares | 0.17% | $153,782,438.32 | 10,362,698 | Mar 31, 2026 | May 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $77,644,111.72 | 5,232,083 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.08% | $59,705,757.16 | 4,023,299 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.03% | $56,175,885.08 | 3,785,437 | Mar 31, 2026 | May 28, 2026 |
|
-
Kinetics Paradigm Portfolio
|
ETF | Independent / Boutique | 3.75% | $51,999,360.00 | 3,504,000 | Mar 31, 2026 | May 28, 2026 |
|
PASVX
T. Rowe Price Small-Cap Value Fund, Inc.
|
MF | T. Rowe Price | 0.54% | $49,823,430.16 | 3,357,374 | Mar 31, 2026 | May 28, 2026 |
|
INFL
Horizon Kinetics Inflation Beneficiaries ETF
|
ETF | Independent / Boutique | 3.25% | $47,939,566.36 | 3,230,429 | Mar 31, 2026 | May 22, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.06% | $35,731,173.24 | 2,407,761 | Mar 31, 2026 | May 28, 2026 |
|
-
Kinetics Small Cap Opportunities Portfolio
|
ETF | Independent / Boutique | 5.28% | $29,858,080.00 | 2,012,000 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.04% | $28,538,180.72 | 1,923,058 | Mar 31, 2026 | May 28, 2026 |
|
IJS
iShares S&P Small-Cap 600 Value ETF
|
ETF | BlackRock / iShares | 0.33% | $25,005,860.04 | 1,685,031 | Mar 31, 2026 | May 26, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.07% | $24,398,179.30 | 1,618,990 | Apr 30, 2026 | Jun 26, 2026 |
|
-
Kinetics Market Opportunities Portfolio
|
ETF | Independent / Boutique | 7.36% | $23,922,080.00 | 1,612,000 | Mar 31, 2026 | May 28, 2026 |
|
FNDA
Schwab Fundamental U.S. Small Company ETF
|
ETF | Charles Schwab | 0.24% | $23,374,502.94 | 1,509,006 | Feb 28, 2026 | Apr 24, 2026 |
|
SPSM
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
|
ETF | State Street (SPDR) | 0.17% | $23,158,903.32 | 1,560,573 | Mar 31, 2026 | May 28, 2026 |
|
XSMO
Invesco S&P SmallCap Momentum ETF
|
ETF | Invesco | 0.77% | $21,154,934.46 | 1,403,778 | Apr 30, 2026 | Jun 26, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.17% | $20,894,779.36 | 1,408,004 | Mar 31, 2026 | May 28, 2026 |
|
VUIAX
VANGUARD UTILITIES INDEX FUND
|
ETF | Vanguard | 0.16% | $18,197,094.36 | 1,174,764 | Feb 28, 2026 | Apr 28, 2026 |
|
VTSIX
VANGUARD TAX-MANAGED SMALL-CAP FUND
|
MF | Vanguard | 0.15% | $14,437,628.24 | 972,886 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.03% | $13,992,690.13 | 903,337 | Feb 28, 2026 | Apr 24, 2026 |
|
SLYV
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF
|
ETF | State Street (SPDR) | 0.33% | $13,415,493.56 | 904,009 | Mar 31, 2026 | May 28, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.09% | $13,388,936.40 | 864,360 | Feb 28, 2026 | Apr 28, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.06% | $12,960,049.28 | 836,672 | Feb 28, 2026 | Apr 24, 2026 |
|
-
1290 VT Small Cap Value Portfolio
|
ETF | Independent / Boutique | 2.68% | $11,702,898.20 | 788,605 | Mar 31, 2026 | May 26, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.05% | $10,069,020.50 | 668,150 | Apr 30, 2026 | Jun 24, 2026 |
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