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iShares Global Utilities ETF

43 hedge funds and large institutions have $69.6M invested in iShares Global Utilities ETF in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 21 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

8% more capital invested

Capital invested by funds: $64.3M → $69.6M (+$5.29M)

8% more funds holding

Funds holding: 4043 (+3)

5.64% less ownership

Funds ownership: 30%24.37% (-5.6%)

62% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 21

Holders
43
Holders Change
+3
Holders Change %
+7.5%
% of All Funds
1.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
8
Reduced
21
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$433K -$49.9K -1,100 -11%
VAM
27
Visionary Asset Management
Texas
$409K +$386K +8,516 New
HSBC Holdings
28
HSBC Holdings
United Kingdom
$337K
ECAM
29
East Coast Asset Management
Massachusetts
$290K -$13.6K -300 -5%
AI
30
Atria Investments
North Carolina
$243K -$28.9K -638 -11%
AssetMark Inc
31
AssetMark Inc
California
$221K -$2.49K -55 -1%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$212K -$39.8K -878 -17%
WTB
33
Washington Trust Bank
Washington
$148K +$140K +3,092 New
Ameriprise
34
Ameriprise
Minnesota
$115K -$47.6K -1,050 -30%
PAS
35
Partnervest Advisory Services
California
$92K -$77.1K -1,700 -47%
BKBG
36
BHF Kleinwort Benson Group
Belgium
$65K +$61.3K +1,351 New
CFA
37
Carroll Financial Associates
North Carolina
$53K +$50.4K +1,111 New
BFEC
38
Benjamin F. Edwards & Company
Missouri
$19K
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$17K -$12.2K -268 -43%
AIG
40
American International Group
New York
$16.4K +$1.13K +25 +8%
PVH
41
Psagot Value Holdings
Israel
$11K
Creative Planning
42
Creative Planning
Kansas
$5K +$3.4K +75 +250%
KTC
43
Kistler-Tiffany Companies
Pennsylvania
-$30K -680 Closed
MFS
44
MSI Financial Services
Massachusetts
-$2K -50 Closed
JG
45
Jefferies Group
New York
-$1K -28 Closed