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iShares Global Utilities ETF

53 hedge funds and large institutions have $60.5M invested in iShares Global Utilities ETF in 2015 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

8% more funds holding

Funds holding: 4953 (+4)

7% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 15

4.86% less ownership

Funds ownership: 37.37%32.51% (-4.9%)

34% less capital invested

Capital invested by funds: $91.9M → $60.5M (-$31.4M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
53
Holders Change
+4
Holders Change %
+8.16%
% of All Funds
1.41%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
16
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$406K -$2.39K -50 -0.6%
BJ
27
BlackRock Japan
Japan
$404K
Ameriprise
28
Ameriprise
Minnesota
$366K +$377K +7,879 New
EAM
29
Evanson Asset Management
California
$356K
HSBC Holdings
30
HSBC Holdings
United Kingdom
$327K
TSS
31
Two Sigma Securities
New York
$302K +$311K +6,499 New
PWM
32
Perigon Wealth Management
California
$293K +$302K +6,307 New
CAN
33
Cetera Advisor Networks
California
$267K -$63.7K -1,330 -19%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$255K +$260K +5,432 +8,622%
FAAS
35
First Allied Advisory Services
California
$240K
SG Americas Securities
36
SG Americas Securities
New York
$237K +$244K +5,100 New
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$236K +$62.3K +1,301 +34%
ECAM
38
East Coast Asset Management
Massachusetts
$234K -$51.3K -1,072 -18%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$208K +$214K +4,461 New
WTB
40
Washington Trust Bank
Washington
$144K
X
41
Xponance
Pennsylvania
$127K -$13.6M -283,598 -99%
AIG
42
American International Group
New York
$32.6K +$18.4K +385 +122%
Creative Planning
43
Creative Planning
Kansas
$28K
TRCT
44
Tower Research Capital (TRC)
New York
$27K +$18.5K +387 +198%
AssetMark Inc
45
AssetMark Inc
California
$20K +$20.6K +430 +21,500%
CCS
46
Crosspoint Capital Strategies
California
$15K +$15.3K +320 New
MAA
47
Managed Account Advisors
New Jersey
$15K +$15.5K +323 New
Citigroup
48
Citigroup
New York
$12K
BPBT
49
Boston Private Bank & Trust
Massachusetts
$9K
KTC
50
Kistler-Tiffany Companies
Pennsylvania
$9K +$9.57K +200 New