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iShares Global Utilities ETF

52 hedge funds and large institutions have $49.2M invested in iShares Global Utilities ETF in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.46% less ownership

Funds ownership: 33.81%32.34% (-1.5%)

7% less funds holding

Funds holding: 5652 (-4)

15% less capital invested

Capital invested by funds: $57.7M → $49.2M (-$8.54M)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

60% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 25

Holders
52
Holders Change
-4
Holders Change %
-7.14%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
10
Reduced
25
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AG
26
Advisor Group
Arizona
$420K -$60.3K -1,247 -12%
RIA
27
Regal Investment Advisors
Michigan
$397K -$138K -2,851 -25%
OMC
28
Old Mission Capital
Illinois
$386K +$174K +3,593 +79%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$377K -$323K -6,684 -46%
BJ
30
BlackRock Japan
Japan
$377K
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$374K -$5.9K -122 -2%
EAM
32
Evanson Asset Management
California
$370K
PWM
33
Perigon Wealth Management
California
$273K +$8.51K +176 +3%
Ameriprise
34
Ameriprise
Minnesota
$239K -$106K -2,183 -30%
FAAS
35
First Allied Advisory Services
California
$233K
ECAM
36
East Coast Asset Management
Massachusetts
$223K +$16.1K +333 +8%
WTB
37
Washington Trust Bank
Washington
$147K
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$87K
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$37K -$50K -1,035 -57%
MFS
40
MSI Financial Services
Massachusetts
$36K -$22.2K -460 -38%
CCM
41
Cribstone Capital Management
Maine
$23K
WT
42
Whittier Trust
California
$18K
LCM
43
Liberty Capital Management
Michigan
$18K +$19.3K +400 New
IIC
44
Integrated Investment Consultants
Michigan
$9K
ACM
45
Argentus Capital Management
Texas
$7K -$19.9K -411 -75%
JCM
46
Jacobi Capital Management
Pennsylvania
$6K
IA
47
IFP Advisors
Florida
$5K
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5K +$5.51K +114 New
TFA
49
Transamerica Financial Advisors
Florida
$2K +$2.03K +42 New
Creative Planning
50
Creative Planning
Kansas
$1K -$3.63K -75 -71%