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iShares Global Utilities ETF

45 hedge funds and large institutions have $44.4M invested in iShares Global Utilities ETF in 2015 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

2% more funds holding

Funds holding: 4445 (+1)

4.07% less ownership

Funds ownership: 33.1%29.03% (-4.1%)

16% less capital invested

Capital invested by funds: $52.8M → $44.4M (-$8.46M)

60% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 20

Holders
45
Holders Change
+1
Holders Change %
+2.27%
% of All Funds
1.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
8
Reduced
20
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BJ
26
BlackRock Japan
Japan
$362K -$16.4K -365 -4%
HSBC Holdings
27
HSBC Holdings
United Kingdom
$358K +$364K +8,100 New
PWM
28
Perigon Wealth Management
California
$350K
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$313K +$9.8K +218 +3%
Ameriprise
30
Ameriprise
Minnesota
$312K
FAAS
31
First Allied Advisory Services
California
$221K
ECAM
32
East Coast Asset Management
Massachusetts
$211K
AIG
33
American International Group
New York
$174K +$93.2K +2,072 +112%
WTB
34
Washington Trust Bank
Washington
$137K
X
35
Xponance
Pennsylvania
$131K
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$129K -$6.7K -149 -5%
HCMT
37
Highland Capital Management (Tennessee)
Tennessee
$72K
Creative Planning
38
Creative Planning
Kansas
$27K +$27.2K +605 New
WT
39
Whittier Trust
California
$17K +$17.1K +380 New
AssetMark Inc
40
AssetMark Inc
California
$14K +$14.1K +314 New
CCS
41
Crosspoint Capital Strategies
California
$10K -$5.3K -118 -35%
TRCT
42
Tower Research Capital (TRC)
New York
$4K -$6.83K -152 -60%
ACM
43
Argentus Capital Management
Texas
$3K +$3.33K +74 New
TFA
44
Transamerica Financial Advisors
Florida
$2K +$1.12K +25 New
NC
45
NewSquare Capital
Pennsylvania
-$2.62M -59,133 Closed
DWM
46
Destination Wealth Management
California
-$701K -15,811 Closed
CIA
47
Choate Investment Advisors
Massachusetts
-$468K -10,545 Closed
CAN
48
Cetera Advisor Networks
California
-$267K -5,733 Closed
CWM
49
Catamount Wealth Management
Connecticut
-$1K -23 Closed