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iShares Global Utilities ETF

53 hedge funds and large institutions have $94.9M invested in iShares Global Utilities ETF in 2014 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

22% more capital invested

Capital invested by funds: $77.9M → $94.9M (+$17M)

13% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 16

8.74% more ownership

Funds ownership: 32.26%41% (+8.7%)

8% more funds holding

Funds holding: 4953 (+4)

Holders
53
Holders Change
+4
Holders Change %
+8.16%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
18
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BJ
26
BlackRock Japan
Japan
$471K -$34.8K -717 -7%
SG Americas Securities
27
SG Americas Securities
New York
$465K -$12.2M -251,093 -96%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$418K +$875 +18 +0.2%
CAN
29
Cetera Advisor Networks
California
$406K +$177K +3,639 +75%
EAM
30
Evanson Asset Management
California
$374K +$2.14K +44 +0.6%
HSBC Holdings
31
HSBC Holdings
United Kingdom
$336K
VKH
32
Virtu KCG Holdings
New York
$307K -$274K -5,637 -47%
ECAM
33
East Coast Asset Management
Massachusetts
$291K +$3.06K +63 +1%
AI
34
Atria Investments
North Carolina
$247K +$4.96K +102 +2%
BKBG
35
BHF Kleinwort Benson Group
Belgium
$223K
WTB
36
Washington Trust Bank
Washington
$148K
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$140K -$51.8K -1,065 -27%
Ameriprise
38
Ameriprise
Minnesota
$112K -$2.58K -53 -2%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$34K +$17.3K +355 +101%
PAG
40
Private Advisor Group
New Jersey
$33K +$34K +700 New
MMG
41
Monetary Management Group
Missouri
$24K
BFEC
42
Benjamin F. Edwards & Company
Missouri
$19K
NES
43
New England Securities
New York
$16K
AIG
44
American International Group
New York
$15.1K -$1.17K -24 -7%
US Bancorp
45
US Bancorp
Minnesota
$12K
OIA
46
Optimum Investment Advisors
Illinois
$12K +$97 +2 +0.8%
Citigroup
47
Citigroup
New York
$12K +$12.2K +250 New
DADC
48
D.A. Davidson & Co
Montana
$11K +$11.7K +241 New
GSC
49
Ground Swell Capital
South Carolina
$8K +$8.12K +167 New
Creative Planning
50
Creative Planning
Kansas
$5K