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iShares Global Utilities ETF

42 hedge funds and large institutions have $71.5M invested in iShares Global Utilities ETF in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

2.29% less ownership

Funds ownership: 35.2%32.91% (-2.3%)

2% less funds holding

Funds holding: 4342 (-1)

7% less capital invested

Capital invested by funds: $76.5M → $71.5M (-$4.99M)

62% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 21

Holders
42
Holders Change
-1
Holders Change %
-2.33%
% of All Funds
1.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
8
Reduced
21
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
26
HSBC Holdings
United Kingdom
$309K
EC
27
Estate Counselors
Wisconsin
$290K
PAS
28
Partnervest Advisory Services
California
$260K +$256K +5,925 New
AI
29
Atria Investments
North Carolina
$246K +$6.01K +139 +3%
VKH
30
Virtu KCG Holdings
New York
$225K +$222K +5,128 New
AssetMark Inc
31
AssetMark Inc
California
$212K +$209K +4,841 New
JP Morgan Chase
32
JP Morgan Chase
New York
$206K +$203K +4,696 New
Ameriprise
33
Ameriprise
Minnesota
$162K +$54.8K +1,268 +52%
CFA
34
Carroll Financial Associates
North Carolina
$48K +$48K +1,111 New
KTC
35
Kistler-Tiffany Companies
Pennsylvania
$30K
BFEC
36
Benjamin F. Edwards & Company
Missouri
$18K +$17.3K +400 New
AIG
37
American International Group
New York
$6K -$821 -19 -12%
Citigroup
38
Citigroup
New York
$3K -$6.01K -139 -65%
CFS
39
Community Financial System
New York
$2K -$2.98K -69 -58%
MFS
40
MSI Financial Services
Massachusetts
$2K
Creative Planning
41
Creative Planning
Kansas
$1K -$2.81K -65 -68%
RJFSA
42
Raymond James Financial Services Advisors
Florida
-$1.19M -28,374 Closed
UCFA
43
United Capital Financial Advisors
Texas
-$366K -20,099 Closed
CS
44
Credit Suisse
Switzerland
-$265K -6,300 Closed
ACI
45
AMP Capital Investors
Australia
-$244K -5,813 Closed
FHC
46
First Heartland Consultants
Missouri
-$123K -2,924 Closed
US Bancorp
47
US Bancorp
Minnesota
-$76K -1,811 Closed
WA
48
WFG Advisors
Texas
-$1K -16 Closed