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iShares Global Utilities ETF
JXI

Overview Fund Activity

45 hedge funds and large institutions have $55.9M invested in iShares Global Utilities ETF in 2016 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 19 reducing their positions, and 10 closing their positions.

Holders
45
Holders Change
-5
Holders Change %
-10%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
14
Reduced
19
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NR
1
Newfound Research
Massachusetts
$9.86M
2
Wells Fargo
2
Wells Fargo
California
$1.61M
3
PBT
3
Pictet Bank & Trust
Bahamas
$827K
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.65M
5
KM
5
Kalos Management
Georgia
$530K

Top Sellers

1
FMI
1
Factory Mutual Insurance
Massachusetts
$0
2
PFM
2
Premier Fund Managers
United Kingdom
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$4.19M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Fifth Third Bancorp
5
Fifth Third Bancorp
Ohio
$5.1M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$437K 9,092 -2,370 -21%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$422K 8,778 -242 -3%
HSBC Holdings
28
HSBC Holdings
United Kingdom
$389K 8,100 – –
BJ
29
BlackRock Japan
Japan
$381K 7,927 – –
EAM
30
Evanson Asset Management
California
$372K 7,741 -923 -11%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$354K 7,354 -489 -6%
Ameriprise
32
Ameriprise
Minnesota
$318K 6,618 +162 +3%
AIG
33
American International Group
New York
$300K 6,254 +809 +15%
GWM
34
Geneos Wealth Management
Colorado
– – – –
TFA
35
Transamerica Financial Advisors
Florida
$266K 5,521 +5,521 New
FAAS
36
First Allied Advisory Services
California
$240K 4,997 – –
ECAM
37
East Coast Asset Management
Massachusetts
$224K 4,671 -100 -2%
WTB
38
Washington Trust Bank
Washington
$149K 3,092 – –
ACM
39
Argentus Capital Management
Texas
$111K 2,308 +730 +46%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$91K 1,894 -138 -7%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$89K 1,850 +110 +6%
MFS
42
MSI Financial Services
Massachusetts
$27K 569 +63 +12%
WT
43
Whittier Trust
California
$18K 380 -104 -21%
IIC
44
Integrated Investment Consultants
Michigan
$9K 200 +200 New
Creative Planning
45
Creative Planning
Kansas
$5K 105 – –
FMI
46
Factory Mutual Insurance
Massachusetts
– – -146,800 Closed
PFM
47
Premier Fund Managers
United Kingdom
– – -50,000 Closed
Citadel Advisors
48
Citadel Advisors
Florida
– – -29,888 Closed
Goldman Sachs
49
Goldman Sachs
New York
– – -23,217 Closed
SG Americas Securities
50
SG Americas Securities
New York
– – -18,840 Closed
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