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iShares Global Utilities ETF

71 hedge funds and large institutions have $68.6M invested in iShares Global Utilities ETF in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 21

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

1% more funds holding

Funds holding: 7071 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

14.19% less ownership

Funds ownership: 49.59%35.4% (-14%)

64% less capital invested

Capital invested by funds: $192M → $68.6M (-$124M)

Holders
71
Holders Change
+1
Holders Change %
+1.43%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
25
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GT
26
Greenleaf Trust
Michigan
$625K -$83.1K -1,442 -12%
Fidelity International
27
Fidelity International
Bermuda
$594K -$18.3K -317 -3%
ASN
28
Advisory Services Network
Georgia
$580K +$127K +2,206 +29%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$525K -$45.2K -784 -8%
EAM
30
Evanson Asset Management
California
$461K +$2.36K +41 +0.5%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$459K -$6.77M -117,482 -94%
NAM
32
NTV Asset Management
West Virginia
$417K -$5.76K -100 -1%
SC
33
Slow Capital
California
$404K +$3.52K +61 +0.9%
Kayne Anderson Rudnick Investment Management
34
Kayne Anderson Rudnick Investment Management
California
$386K +$1.04K +18 +0.3%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$353K +$19.9K +345 +6%
CPC
36
Cookson Peirce & Co
Pennsylvania
$326K +$6.92K +120 +2%
CRC
37
Curi RMB Capital
Illinois
$297K -$149K -2,587 -34%
BlackRock
38
BlackRock
New York
$295K -$806K -13,983 -74%
AP
39
Advisors Preferred
Maryland
$281K +$276K +4,792 New
BCM
40
Brookstone Capital Management
Illinois
$265K -$179K -3,103 -41%
TFF
41
The Family Firm
Maryland
$259K +$3.11K +54 +1%
WI
42
WrapManager Inc
California
$240K -$500K -8,668 -68%
FAAS
43
First Allied Advisory Services
California
$234K -$16.1K -280 -7%
AWM
44
Atticus Wealth Management
Florida
$157K +$154K +2,670 New
FDCDDQ
45
Federation des caisses Desjardins du Quebec
Quebec, Canada
$148K
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$139K
GFPC
47
Global Financial Private Client
Florida
$101K +$99.5K +1,726 New
QCMC
48
Quantum Capital Management (California)
California
$90K +$1.04K +18 +1%
PA
49
Parallel Advisors
California
$76K +$8.01K +139 +12%
AG
50
Advisor Group
Arizona
$67K +$8.59K +149 +15%