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iShares Global Utilities ETF

40 hedge funds and large institutions have $64.3M invested in iShares Global Utilities ETF in 2013 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.91% less ownership

Funds ownership: 32.91%30% (-2.9%)

5% less funds holding

Funds holding: 4240 (-2)

10% less capital invested

Capital invested by funds: $71.5M → $64.3M (-$7.21M)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

63% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 19

Holders
40
Holders Change
-2
Holders Change %
-4.76%
% of All Funds
1.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
7
Reduced
19
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ECAM
26
East Coast Asset Management
Massachusetts
$280K -$1.62M -36,331 -85%
AI
27
Atria Investments
North Carolina
$252K +$4.28K +96 +2%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$234K -$200K -4,490 -46%
AssetMark Inc
29
AssetMark Inc
California
$206K -$8.25K -185 -4%
PAS
30
Partnervest Advisory Services
California
$160K -$103K -2,300 -39%
Ameriprise
31
Ameriprise
Minnesota
$153K -$10.7K -240 -6%
KTC
32
Kistler-Tiffany Companies
Pennsylvania
$30K
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$27K +$27.6K +620 New
BFEC
34
Benjamin F. Edwards & Company
Missouri
$18K
AIG
35
American International Group
New York
$14K +$8.03K +180 +131%
PVH
36
Psagot Value Holdings
Israel
$10K +$10K +225 New
MFS
37
MSI Financial Services
Massachusetts
$2K
Creative Planning
38
Creative Planning
Kansas
$1K
JG
39
Jefferies Group
New York
$1K +$1.25K +28 New
SI
40
SII Investments
Wisconsin
-$962K -21,265 Closed
EC
41
Estate Counselors
Wisconsin
-$290K -6,620 Closed
VKH
42
Virtu KCG Holdings
New York
-$225K -5,128 Closed
JP Morgan Chase
43
JP Morgan Chase
New York
-$206K -4,696 Closed
CFA
44
Carroll Financial Associates
North Carolina
-$48K -1,111 Closed
Citigroup
45
Citigroup
New York
-$3K -75 Closed
CFS
46
Community Financial System
New York
-$2K -50 Closed