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iShares Global Utilities ETF

JXI

Market cap $323M

50 hedge funds and large institutions have $45.5M invested in iShares Global Utilities ETF in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New

Increased

Maintained

Reduced

Closed

38% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 13

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

17% more capital invested

Capital invested by funds: $38.9M → $45.5M (+$6.59M)

2.11% more ownership

Funds ownership: 28.29% → 30.4% (+2.1%)

2% more funds holding

Funds holding: 49 → 50 (+1)

Holders

Holders Change

Holders Change %

+2.04%

% of All Funds

1.25%

Holding in Top 10

–

Holding in Top 10 Change

–

Holding in Top 10 Change %

–

% of All Funds

–

New

Increased

Reduced

Closed

Calls

–

Puts

–

Net Calls

–

Net Calls Change

–

Top Buyers

1	CIM Cambria Investment Management Manhattan Beach, California	+$3.79M
2	TFA Transamerica Financial Advisors St. Petersburg, Florida	+$3.66M
3	Jane Street New York	+$3.27M
4	NR Newfound Research Wellesley Hills, Massachusetts	+$1.79M
5	GT Greenleaf Trust Kalamazoo, Michigan	+$1.28M

Top Sellers

1	Morgan Stanley New York	-$3.18M
2	Nomura Asset Management Tokyo, Japan	-$1.91M
3	Fifth Third Bancorp Cincinnati, Ohio	-$1.33M
4	Susquehanna International Group Bala Cynwyd, Pennsylvania	-$1.06M
5	Envestnet Asset Management Chicago, Illinois	-$619K

#	Name	Holding	Trade Value	Shares Change	Change in Stake
26	EAM 26 Evanson Asset Management Carmel, California	$387K	+$2.08K	+42	+0.5%
27	AG 27 Advisor Group Phoenix, Arizona	$369K	-$46.1K	-929	-11%
28	PWM 28 Perigon Wealth Management San Francisco, California	$367K	+$7.29K	+147	+2%
29	29 Royal Bank of Canada Toronto, Ontario, Canada	$297K	-$11.5K	-232	-4%
30	FDCDDQ 30 Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$241K	+$244K	+4,915	New
31	ECAM 31 East Coast Asset Management Essex, Massachusetts	$206K	+$694	+14	+0.3%
32	32 Ameriprise Minneapolis, Minnesota	$202K	-$23.6K	-475	-10%
33	33 Creative Planning Overland Park, Kansas	$153K	+$153K	+3,092	+10,307%
34	AIM 34 Anchor Investment Management Columbia, South Carolina	$90.7K	–	–	–
35	LCM 35 Liberty Capital Management Birmingham, Michigan	$87K	+$19.8K	+400	+29%
36	PA 36 Parallel Advisors San Francisco, California	$75K	+$4.96K	+100	+7%
37	VWA 37 V Wealth Advisors Overland Park, Kansas	$49K	+$49.6K	+1,000	New
38	38 PNC Financial Services Group Pittsburgh, Pennsylvania	$40K	+$248	+5	+0.6%
39	GEA 39 Glen Eagle Advisors Kingston, New Jersey	$31.1K	–	–	–
40	CCM 40 Cribstone Capital Management Augusta, Maine	$25K	–	–	–
41	WT 41 Whittier Trust South Pasadena, California	$19K	–	–	–
42	IIC 42 Integrated Investment Consultants Bloomfield Hills, Michigan	$10K	–	–	–
43	WTB 43 Washington Trust Bank Spokane, Washington	$10K	–	–	–
44	WIM 44 Westside Investment Management Santa Monica, California	$7.29K	–	–	–
45	45 Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$6K	-$744	-15	-12%
46	JCM 46 Jacobi Capital Management Pittston, Pennsylvania	$6K	–	–	–
47	IA 47 IFP Advisors Tampa, Florida	$5K	–	–	–
48	TCM 48 TD Capital Management Memphis, Tennessee	$3K	+$50	+1	+2%
49	CFD 49 Creative Financial Designs Kokomo, Indiana	$2K	–	–	–
50	50 Nomura Asset Management Tokyo, Japan	–	-$1.91M	-39,600	Closed