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iShares Global Utilities ETF

50 hedge funds and large institutions have $64M invested in iShares Global Utilities ETF in 2015 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 17 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

44% more capital invested

Capital invested by funds: $44.4M → $64M (+$19.7M)

11% more funds holding

Funds holding: 4550 (+5)

10.49% more ownership

Funds ownership: 29.03%39.52% (+10%)

0% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 17

Holders
50
Holders Change
+5
Holders Change %
+11.11%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
17
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$627K +$640K +14,251 New
RIA
27
Regal Investment Advisors
Michigan
$516K -$68K -1,515 -11%
UBS Group
28
UBS Group
Switzerland
$504K -$53K -1,180 -9%
KM
29
Kalos Management
Georgia
$489K
JWS
30
Juncture Wealth Strategies
Arizona
$455K -$796K -17,721 -63%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$397K +$20.3K +453 +5%
EAM
32
Evanson Asset Management
California
$381K +$2.02K +45 +0.5%
HSBC Holdings
33
HSBC Holdings
United Kingdom
$356K
BJ
34
BlackRock Japan
Japan
$349K -$10.9K -242 -3%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$348K +$37.2K +829 +12%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$344K -$240K -5,342 -41%
Ameriprise
37
Ameriprise
Minnesota
$284K -$26.5K -591 -8%
AIG
38
American International Group
New York
$240K +$68.6K +1,527 +39%
FAAS
39
First Allied Advisory Services
California
$219K
ECAM
40
East Coast Asset Management
Massachusetts
$210K +$629 +14 +0.3%
PWM
41
Perigon Wealth Management
California
$209K -$142K -3,165 -40%
WTB
42
Washington Trust Bank
Washington
$136K
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$89K -$39.4K -877 -30%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$77K +$78.1K +1,740 New
ACM
45
Argentus Capital Management
Texas
$69K +$67.5K +1,504 +2,032%
IA
46
IFP Advisors
Florida
$40K +$40.4K +900 New
MFS
47
MSI Financial Services
Massachusetts
$22K +$22.7K +506 New
WT
48
Whittier Trust
California
$21K +$4.67K +104 +27%
Creative Planning
49
Creative Planning
Kansas
$5K -$22.4K -500 -83%
SEI Investments
50
SEI Investments
Pennsylvania
$1K +$1.12K +25 New