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iShares Global Utilities ETF

54 hedge funds and large institutions have $62M invested in iShares Global Utilities ETF in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

36% more capital invested

Capital invested by funds: $45.5M → $62M (+$16.5M)

23% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 13

8% more funds holding

Funds holding: 5054 (+4)

5.55% more ownership

Funds ownership: 30.4%35.95% (+5.6%)

Holders
54
Holders Change
+4
Holders Change %
+8%
% of All Funds
1.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
16
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
26
Kayne Anderson Rudnick Investment Management
California
$669K
RIA
27
Regal Investment Advisors
Michigan
$667K +$16.5K +324 +3%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$551K +$105K +2,058 +23%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$546K -$59.9K -1,177 -10%
Bessemer Group
30
Bessemer Group
New Jersey
$476K -$16.8K -330 -3%
Ameriprise
31
Ameriprise
Minnesota
$472K +$270K +5,304 +129%
EAM
32
Evanson Asset Management
California
$400K
RJA
33
Raymond James & Associates
Florida
$361K +$363K +7,127 New
AG
34
Advisor Group
Arizona
$360K -$21.9K -431 -6%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$318K +$12.2K +240 +4%
FDCDDQ
36
Federation des caisses Desjardins du Quebec
Quebec, Canada
$249K
AFNAS
37
American Financial Network Advisory Services
California
$122K +$122K +2,399 New
PWM
38
Perigon Wealth Management
California
$110K -$270K -5,313 -71%
AIM
39
Anchor Investment Management
South Carolina
$93.8K
LCM
40
Liberty Capital Management
Michigan
$93K
PA
41
Parallel Advisors
California
$78K
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$40K -$2.08K -41 -5%
GEA
43
Glen Eagle Advisors
New Jersey
$32.2K
CCM
44
Cribstone Capital Management
Maine
$25K
WT
45
Whittier Trust
California
$19K
WTB
46
Washington Trust Bank
Washington
$11K
IIC
47
Integrated Investment Consultants
Michigan
$10K
WIM
48
Westside Investment Management
California
$7.61K
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6K -$102 -2 -2%
JCM
50
Jacobi Capital Management
Pennsylvania
$6K