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iShares Global Comm Services ETF

83 hedge funds and large institutions have $132M invested in iShares Global Comm Services ETF in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

1% more funds holding

Funds holding: 8283 (+1)

4% more capital invested

Capital invested by funds: $127M → $132M (+$4.77M)

0.46% more ownership

Funds ownership: 44.73%45.18% (+0.46%)

7% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 27

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $20.6M

Holders
83
Holders Change
+1
Holders Change %
+1.22%
% of All Funds
1.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
25
Reduced
27
Closed
6
Calls
Puts
$20.6M
Net Calls
-$20.6M
Net Calls Change
-$6.91M
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
26
Laidlaw Wealth Management
New York
$1.17M
CS
27
Credit Suisse
Switzerland
$1.12M +$324K +4,550 +43%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$948K -$319K -4,474 -26%
Citadel Advisors
29
Citadel Advisors
Florida
$674K +$643K +9,029 New
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$627K +$31.5K +443 +6%
GIA
31
Gladstone Institutional Advisory
Florida
$610K +$127K +1,781 +28%
MML Investors Services
32
MML Investors Services
Massachusetts
$601K -$20.7K -291 -3%
IWC
33
Integrated Wealth Concepts
Massachusetts
$586K -$103K -1,452 -16%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$534K +$64.7K +908 +15%
MIC
35
Meridian Investment Counsel
California
$530K -$1.35K -19 -0.3%
MCM
36
MAI Capital Management
Ohio
$525K -$15.6K -219 -3%
TFF
37
The Family Firm
Maryland
$516K -$77K -1,081 -14%
Bessemer Group
38
Bessemer Group
New Jersey
$481K +$16.7K +235 +4%
FCI
39
Financial Counselors Inc
Kansas
$466K
SXL
40
Summit X LLC
Missouri
$422K -$7.33K -103 -2%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$405K -$371K -5,206 -49%
US Bancorp
42
US Bancorp
Minnesota
$398K -$32.6K -458 -8%
RJA
43
Raymond James & Associates
Florida
$385K +$10.3K +144 +3%
Pathstone Holdings
44
Pathstone Holdings
New Jersey
$332K +$316K +4,444 New
OCPWS
45
One Charles Private Wealth Services
Massachusetts
$287K +$37.2K +523 +16%
FDCDDQ
46
Federation des caisses Desjardins du Quebec
Quebec, Canada
$254K -$2.49K -35 -1%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$227K -$8.97K -126 -4%
Osaic Holdings
48
Osaic Holdings
Arizona
$223K -$167K -2,344 -44%
CFD
49
Creative Financial Designs
Indiana
$169K +$18.2K +256 +13%
CFO
50
CVA Family Office
Colorado
$146K +$139K +1,950 New