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iShares Global Comm Services ETF

80 hedge funds and large institutions have $137M invested in iShares Global Comm Services ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

17% more capital invested

Capital invested by funds: $117M → $137M (+$20.3M)

3% more funds holding

Funds holding: 7880 (+2)

2.54% less ownership

Funds ownership: 45.74%43.2% (-2.5%)

11% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 27

Holders
80
Holders Change
+2
Holders Change %
+2.56%
% of All Funds
1.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
24
Reduced
27
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$1.12M -$12K -181 -1%
LWM
27
Laidlaw Wealth Management
New York
$1.07M
Bessemer Group
28
Bessemer Group
New Jersey
$965K -$202K -3,050 -18%
V
29
Veritable
Delaware
$802K -$46.3K -701 -6%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$761K +$991 +15 +0.1%
IWC
31
Integrated Wealth Concepts
Massachusetts
$623K -$64.8K -980 -10%
TFF
32
The Family Firm
Maryland
$603K +$2.11K +32 +0.4%
MML Investors Services
33
MML Investors Services
Massachusetts
$558K +$70.7K +1,070 +15%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$521K +$19.8K +299 +4%
MCM
35
MAI Capital Management
Ohio
$499K -$9.45K -143 -2%
MIC
36
Meridian Investment Counsel
California
$491K
GIA
37
Gladstone Institutional Advisory
Florida
$452K +$96.1K +1,455 +28%
FCI
38
Financial Counselors Inc
Kansas
$427K -$33K -500 -7%
SXL
39
Summit X LLC
Missouri
$401K -$26.7K -404 -6%
US Bancorp
40
US Bancorp
Minnesota
$396K -$1.32K -20 -0.3%
RJA
41
Raymond James & Associates
Florida
$358K -$6.54K -99 -2%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$299K +$289K +4,380 New
Osaic Holdings
43
Osaic Holdings
Arizona
$270K -$7K -106 -3%
PSCM
44
Per Stirling Capital Management
Texas
$270K +$261K +3,947 New
FDCDDQ
45
Federation des caisses Desjardins du Quebec
Quebec, Canada
$238K -$7.6K -115 -3%
OCPWS
46
One Charles Private Wealth Services
Massachusetts
$227K +$463 +7 +0.2%
TSS
47
Two Sigma Securities
New York
$220K +$212K +3,215 New
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$218K +$211K +3,190 New
Citigroup
49
Citigroup
New York
$168K +$162K +2,453 New
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$152K -$6.74K -102 -4%