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iShares Global Utilities ETF

61 hedge funds and large institutions have $47.1M invested in iShares Global Utilities ETF in 2018 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $43.4M → $47.1M (+$3.72M)

0.83% more ownership

Funds ownership: 30.05%30.88% (+0.83%)

2% less funds holding

Funds holding: 6261 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

35% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 17

Holders
61
Holders Change
-1
Holders Change %
-1.61%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
11
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NAM
26
NTV Asset Management
West Virginia
$443K -$69.6K -1,400 -13%
EAM
27
Evanson Asset Management
California
$392K
SC
28
Slow Capital
California
$380K +$3.28K +66 +0.9%
BIA
29
Barry Investment Advisors
Massachusetts
$377K -$945 -19 -0.2%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$357K -$186K -3,748 -34%
Nomura Asset Management
31
Nomura Asset Management
Japan
$345K -$149K -3,000 -30%
Fifth Third Bancorp
32
Fifth Third Bancorp
Ohio
$303K
CRC
33
Curi RMB Capital
Illinois
$300K +$303K +6,095 New
FAAS
34
First Allied Advisory Services
California
$226K -$7.85K -158 -3%
TFF
35
The Family Firm
Maryland
$209K
VDFA
36
Vickerman & Driscoll Financial Advisors
Washington
$207K -$11K -221 -5%
FDCDDQ
37
Federation des caisses Desjardins du Quebec
Quebec, Canada
$134K
AG
38
Advisor Group
Arizona
$118K +$32.2K +647 +37%
AIM
39
Anchor Investment Management
South Carolina
$91.1K
PA
40
Parallel Advisors
California
$73K
SWP
41
Stratos Wealth Partners
Ohio
$61K +$61.4K +1,236 New
GEA
42
Glen Eagle Advisors
New Jersey
$31.3K
CCM
43
Cribstone Capital Management
Maine
$25K
WT
44
Whittier Trust
California
$19K
Bessemer Group
45
Bessemer Group
New Jersey
$16K
AAP
46
Arax Advisory Partners
Colorado
$16K +$15.9K +320 New
KJWM
47
Kiley Juergens Wealth Management
Washington
$15K
LFA
48
Legacy Financial Advisors
Kentucky
$15K
TFA
49
Transamerica Financial Advisors
Florida
$13K
SFM
50
Signet Financial Management
New Jersey
$11K