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iShares Global Comm Services ETF

77 hedge funds and large institutions have $133M invested in iShares Global Comm Services ETF in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

25% more capital invested

Capital invested by funds: $107M → $133M (+$26.5M)

6.37% more ownership

Funds ownership: 34.28%40.64% (+6.4%)

3% more funds holding

Funds holding: 7577 (+2)

24% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 21

Holders
77
Holders Change
+2
Holders Change %
+2.67%
% of All Funds
1.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
16
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
Atticus Wealth Management
Florida
$84K
FRA
52
Front Row Advisors
California
$70K
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$68K
NSIM
54
North Star Investment Management
Illinois
$62K +$142 +2 +0.2%
RG
55
Retirement Group
California
$49K +$3.7K +52 +8%
PA
56
Parallel Advisors
California
$46K
APWA
57
Atlas Private Wealth Advisors
New Jersey
$37K
PWM
58
Perigon Wealth Management
California
$33K +$31.9K +449 New
SSB
59
Sandy Spring Bank
Maryland
$30K
SFPG
60
Stonebridge Financial Planning Group
Florida
$29K
CHC
61
City Holding Co
West Virginia
$20K -$14.2K -200 -43%
BWM
62
Baystate Wealth Management
Massachusetts
$15K +$71 +1 +0.5%
RFWA
63
RPg Family Wealth Advisory
Massachusetts
$11.8K
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$10K
BAM
65
Bellevue Asset Management
Washington
$9K
IF
66
Ironwood Financial
Arizona
$7K
William Blair & Company
67
William Blair & Company
Illinois
$6K
APA
68
American Portfolios Advisors
New York
$5.79K
Franklin Resources
69
Franklin Resources
California
$5K
PP
70
Pacifica Partners
Canada
$5K
AIC
71
Archer Investment Corporation
Indiana
$4.16K
CFA
72
Carroll Financial Associates
North Carolina
$4K
RFA
73
Reilly Financial Advisors
California
$4K
Fidelity Investments
74
Fidelity Investments
Massachusetts
$4K +$3.63K +51 New
SWM
75
Selective Wealth Management
Virginia
$4K +$3.77K +53 New