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iShares Global Utilities ETF

49 hedge funds and large institutions have $77.9M invested in iShares Global Utilities ETF in 2014 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

14% more funds holding

Funds holding: 4349 (+6)

12% more capital invested

Capital invested by funds: $69.6M → $77.9M (+$8.33M)

7.89% more ownership

Funds ownership: 24.37%32.26% (+7.9%)

14% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 14

Holders
49
Holders Change
+6
Holders Change %
+13.95%
% of All Funds
1.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
12
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
26
Evanson Asset Management
California
$392K +$382K +7,788 New
HSBC Holdings
27
HSBC Holdings
United Kingdom
$354K
ECAM
28
East Coast Asset Management
Massachusetts
$304K
PI
29
Placemark Investments
Illinois
$290K +$283K +5,773 New
AI
30
Atria Investments
North Carolina
$255K
CAN
31
Cetera Advisor Networks
California
$243K +$237K +4,833 New
BKBG
32
BHF Kleinwort Benson Group
Belgium
$235K +$163K +3,323 +246%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$201K -$20.8K -425 -10%
AP
34
Advisors Preferred
Maryland
$167K +$163K +3,323 New
WTB
35
Washington Trust Bank
Washington
$156K
Ameriprise
36
Ameriprise
Minnesota
$121K
PAS
37
Partnervest Advisory Services
California
$86K -$11K -225 -12%
CFA
38
Carroll Financial Associates
North Carolina
$56K
MMG
39
Monetary Management Group
Missouri
$25K +$24.5K +500 New
BFEC
40
Benjamin F. Edwards & Company
Missouri
$20K
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$18K
AIG
42
American International Group
New York
$17.1K -$98 -2 -0.6%
NES
43
New England Securities
New York
$17K +$16.9K +344 New
US Bancorp
44
US Bancorp
Minnesota
$13K +$12.3K +250 New
OIA
45
Optimum Investment Advisors
Illinois
$12K +$11.7K +238 New
PVH
46
Psagot Value Holdings
Israel
$11K
Creative Planning
47
Creative Planning
Kansas
$5K
Jane Street
48
Jane Street
New York
-$780K -16,244 Closed
ACM
49
Argentus Capital Management
Texas
-$557K -11,599 Closed
VAM
50
Visionary Asset Management
Texas
-$409K -8,516 Closed