We are live on ! Find out more
JXI icon

iShares Global Utilities ETF

56 hedge funds and large institutions have $57.7M invested in iShares Global Utilities ETF in 2016 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 13 increasing their positions, 20 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

24% more funds holding

Funds holding: 4556 (+11)

3% more capital invested

Capital invested by funds: $55.9M → $57.7M (+$1.76M)

0.69% more ownership

Funds ownership: 33.12%33.81% (+0.69%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

35% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 20

Holders
56
Holders Change
+11
Holders Change %
+24.44%
% of All Funds
1.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
13
Reduced
20
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VKH
26
Virtu KCG Holdings
New York
$661K +$640K +13,391 New
RIA
27
Regal Investment Advisors
Michigan
$553K -$19.1K -399 -3%
Citadel Advisors
28
Citadel Advisors
Florida
$547K +$530K +11,090 New
UBS Group
29
UBS Group
Switzerland
$501K +$51.2K +1,071 +12%
AG
30
Advisor Group
Arizona
$495K +$481K +10,063 New
KM
31
Kalos Management
Georgia
$494K -$49.9K -1,045 -9%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$408K -$97.1K -2,031 -20%
HSBC Holdings
33
HSBC Holdings
United Kingdom
$400K
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$394K -$37.4K -783 -9%
BJ
35
BlackRock Japan
Japan
$391K
EAM
36
Evanson Asset Management
California
$384K +$2.39K +50 +0.6%
Ameriprise
37
Ameriprise
Minnesota
$383K +$28.6K +599 +9%
PWM
38
Perigon Wealth Management
California
$275K +$266K +5,572 New
FAAS
39
First Allied Advisory Services
California
$243K -$4.78K -100 -2%
OMC
40
Old Mission Capital
Illinois
$224K +$217K +4,536 New
ECAM
41
East Coast Asset Management
Massachusetts
$215K -$15.1K -316 -7%
PAS
42
Park Avenue Securities
New York
$210K +$203K +4,245 New
WTB
43
Washington Trust Bank
Washington
$153K
GWM
44
Geneos Wealth Management
Colorado
$138K
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$90K -$3.63K -76 -4%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$90K -$956 -20 -1%
MFS
47
MSI Financial Services
Massachusetts
$60K +$31K +648 +114%
ACM
48
Argentus Capital Management
Texas
$27K -$84K -1,758 -76%
CCM
49
Cribstone Capital Management
Maine
$25K +$23.9K +500 New
WT
50
Whittier Trust
California
$19K