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iShares Global Utilities ETF

70 hedge funds and large institutions have $192M invested in iShares Global Utilities ETF in 2019 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more capital invested

Capital invested by funds: $68.9M → $192M (+$123M)

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

15.45% more ownership

Funds ownership: 34.14%49.59% (+15%)

3% more funds holding

Funds holding: 6870 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

36% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 25

Holders
70
Holders Change
+2
Holders Change %
+2.94%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
16
Reduced
25
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DI
26
DFPG Investments
Utah
$636K +$204K +3,665 +50%
CBFP
27
Cedar Brook Financial Partners
Ohio
$618K +$298K +5,352 +102%
Fidelity International
28
Fidelity International
Bermuda
$609K -$108K -1,940 -16%
TC
29
TownSquare Capital
Utah
$581K +$203K +3,637 +55%
Mirae Asset Global Investments
30
Mirae Asset Global Investments
South Korea
$572K -$1.61M -28,900 -75%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$569K -$1.17K -21 -0.2%
BPC
32
Banque Pictet & Cie
Switzerland
$525K +$502K +9,000 New
EAM
33
Evanson Asset Management
California
$455K
CRC
34
Curi RMB Capital
Illinois
$446K +$157K +2,808 +58%
BCM
35
Brookstone Capital Management
Illinois
$445K -$86.1K -1,545 -17%
W
36
WealthOne
New York
$439K +$419K +7,522 New
NAM
37
NTV Asset Management
West Virginia
$420K -$5.58K -100 -1%
ASN
38
Advisory Services Network
Georgia
$418K
SC
39
Slow Capital
California
$398K +$3.62K +65 +1%
Kayne Anderson Rudnick Investment Management
40
Kayne Anderson Rudnick Investment Management
California
$382K -$30.1K -539 -8%
Citadel Advisors
41
Citadel Advisors
Florida
$358K -$675K -12,103 -66%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$330K +$316K +5,661 New
CPC
43
Cookson Peirce & Co
Pennsylvania
$317K -$3.35K -60 -1%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$265K -$1.15M -20,687 -82%
TFF
45
The Family Firm
Maryland
$254K
FAAS
46
First Allied Advisory Services
California
$249K
FDCDDQ
47
Federation des caisses Desjardins du Quebec
Quebec, Canada
$147K
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$138K -$132K -2,375 -50%
AIM
49
Anchor Investment Management
South Carolina
$90.4K
QCMC
50
Quantum Capital Management (California)
California
$89K +$84.8K +1,521 New