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iShares Global Utilities ETF
JXI

Overview Fund Activity

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.

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
–

Top Buyers

1
FMI
1
Factory Mutual Insurance
Massachusetts
$6.46M
2
BCM
2
Brookstone Capital Management
Illinois
$2.97M
3
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.8M
4
Goldman Sachs
4
Goldman Sachs
New York
$1.02M
5
LPL Financial
5
LPL Financial
California
$1.88M

Top Sellers

1
VKH
1
Virtu KCG Holdings
New York
$0
2
JWS
2
Juncture Wealth Strategies
Arizona
$455K
3
SG Americas Securities
3
SG Americas Securities
New York
$829K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.45M
5
FG
5
Fiduciary Group
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$627K 14,251 +14,251 New
RIA
27
Regal Investment Advisors
Michigan
$516K 11,723 -1,515 -11%
UBS Group
28
UBS Group
Switzerland
$504K 11,462 -1,180 -9%
KM
29
Kalos Management
Georgia
– – – –
JWS
30
Juncture Wealth Strategies
Arizona
$455K 10,345 -17,721 -63%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$397K 9,020 +453 +5%
EAM
32
Evanson Asset Management
California
$381K 8,664 +45 +0.5%
HSBC Holdings
33
HSBC Holdings
United Kingdom
$356K 8,100 – –
BJ
34
BlackRock Japan
Japan
$349K 7,927 -242 -3%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$348K 7,898 +829 +12%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$344K 7,843 -5,342 -41%
Ameriprise
37
Ameriprise
Minnesota
$284K 6,456 -591 -8%
AIG
38
American International Group
New York
$240K 5,445 +1,527 +39%
FAAS
39
First Allied Advisory Services
California
$219K 4,997 – –
ECAM
40
East Coast Asset Management
Massachusetts
$210K 4,771 +14 +0.3%
PWM
41
Perigon Wealth Management
California
$209K 4,748 -3,165 -40%
WTB
42
Washington Trust Bank
Washington
$136K 3,092 – –
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$89K 2,032 -877 -30%
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$77K 1,740 +1,740 New
ACM
45
Argentus Capital Management
Texas
$69K 1,578 +1,504 +2,032%
IA
46
IFP Advisors
Florida
$40K 900 +900 New
MFS
47
MSI Financial Services
Massachusetts
$22K 506 +506 New
WT
48
Whittier Trust
California
$21K 484 +104 +27%
Creative Planning
49
Creative Planning
Kansas
$5K 105 -500 -83%
SEI Investments
50
SEI Investments
Pennsylvania
$1K 25 +25 New
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2
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