We are live on ! Find out more
JXI icon

iShares Global Utilities ETF

73 hedge funds and large institutions have $76.7M invested in iShares Global Utilities ETF in 2019 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 14 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

20% more capital invested

Capital invested by funds: $63.8M → $76.7M (+$12.9M)

3% more funds holding

Funds holding: 7173 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.5% less ownership

Funds ownership: 40.33%37.83% (-2.5%)

46% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 26

Holders
73
Holders Change
+2
Holders Change %
+2.82%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
14
Reduced
26
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$615K -$8.26K -159 -1%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$610K +$5.98K +115 +1%
Ameriprise
28
Ameriprise
Minnesota
$602K +$19.6K +378 +4%
Wells Fargo
29
Wells Fargo
California
$594K -$258K -4,960 -31%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$565K +$37.1K +714 +7%
Fidelity International
31
Fidelity International
Bermuda
$472K -$136K -2,621 -23%
AG
32
Advisor Group
Arizona
$442K +$337K +6,480 +383%
Kayne Anderson Rudnick Investment Management
33
Kayne Anderson Rudnick Investment Management
California
$432K -$12.7K -245 -3%
EAM
34
Evanson Asset Management
California
$432K
NAM
35
NTV Asset Management
West Virginia
$411K -$20.8K -400 -5%
SC
36
Slow Capital
California
$406K -$14.9K -286 -4%
CAM
37
Concorde Asset Management
Michigan
$398K -$86.9K -1,672 -18%
ASN
38
Advisory Services Network
Georgia
$389K +$374K +7,198 New
CRC
39
Curi RMB Capital
Illinois
$360K +$73.1K +1,407 +27%
CBFP
40
Cedar Brook Financial Partners
Ohio
$321K +$61.7K +1,188 +25%
CPC
41
Cookson Peirce & Co
Pennsylvania
$306K +$294K +5,655 New
FAAS
42
First Allied Advisory Services
California
$292K +$44.7K +861 +19%
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$256K -$73.4K -1,412 -23%
TFF
44
The Family Firm
Maryland
$232K
FDCDDQ
45
Federation des caisses Desjardins du Quebec
Quebec, Canada
$136K
DBT
46
Dubuque Bank & Trust
Iowa
$135K
AIM
47
Anchor Investment Management
South Carolina
$94.6K
LHC
48
Little House Capital
Massachusetts
$75K +$72.8K +1,401 New
APC
49
Aspire Private Capital
North Carolina
$53K -$260 -5 -0.5%
PA
50
Parallel Advisors
California
$43K