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iShares Global Utilities ETF

66 hedge funds and large institutions have $52.9M invested in iShares Global Utilities ETF in 2017 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 2

22% more funds holding

Funds holding: 5466 (+12)

1.5% less ownership

Funds ownership: 35.95%34.45% (-1.5%)

10% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 20

15% less capital invested

Capital invested by funds: $62M → $52.9M (-$9.07M)

Holders
66
Holders Change
+12
Holders Change %
+22.22%
% of All Funds
1.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
18
Reduced
20
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$547K +$13.6K +264 +2%
Ameriprise
27
Ameriprise
Minnesota
$471K +$4.44K +86 +0.9%
BIA
28
Barry Investment Advisors
Massachusetts
$417K +$435K +8,426 New
Fifth Third Bancorp
29
Fifth Third Bancorp
Ohio
$415K -$348K -6,747 -45%
EAM
30
Evanson Asset Management
California
$392K +$2.01K +39 +0.5%
RJA
31
Raymond James & Associates
Florida
$370K +$17.3K +335 +5%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$367K -$1.72M -33,248 -82%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$315K +$3.05K +59 +0.9%
SC
34
Slow Capital
California
$273K +$284K +5,505 New
FAAS
35
First Allied Advisory Services
California
$268K +$278K +5,376 New
FDCDDQ
36
Federation des caisses Desjardins du Quebec
Quebec, Canada
$243K
CRC
37
Curi RMB Capital
Illinois
$234K +$244K +4,719 New
AG
38
Advisor Group
Arizona
$223K -$133K -2,582 -36%
AIM
39
Anchor Investment Management
South Carolina
$91.6K
LCM
40
Liberty Capital Management
Michigan
$87K
AFNAS
41
American Financial Network Advisory Services
California
$74K -$46.5K -900 -38%
PA
42
Parallel Advisors
California
$74K
FHA
43
First Horizon Advisors
Tennessee
$74K +$77.4K +1,500 New
SWP
44
Stratos Wealth Partners
Ohio
$67K +$69.9K +1,353 New
Bessemer Group
45
Bessemer Group
New Jersey
$49K -$434K -8,410 -89%
FRA
46
Front Row Advisors
California
$39K +$40.8K +791 New
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$38K -$929 -18 -2%
GEA
48
Glen Eagle Advisors
New Jersey
$31.5K
CCM
49
Cribstone Capital Management
Maine
$25K
PWM
50
Perigon Wealth Management
California
$23K -$88.3K -1,710 -79%