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iShares Global Utilities ETF

61 hedge funds and large institutions have $34.6M invested in iShares Global Utilities ETF in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less funds holding

Funds holding: 6261 (-1)

4.11% less ownership

Funds ownership: 30.09%25.98% (-4.1%)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

24% less capital invested

Capital invested by funds: $45.7M → $34.6M (-$11.1M)

46% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 24

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
61
Holders Change
-1
Holders Change %
-1.61%
% of All Funds
1.25%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
13
Reduced
24
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$307K -$12.8K -243 -4%
CPC
27
Cookson Peirce & Co
Pennsylvania
$274K -$31.1K -590 -10%
BlackRock
28
BlackRock
New York
$268K
TFF
29
The Family Firm
Maryland
$237K +$1.9K +36 +0.8%
FAAS
30
First Allied Advisory Services
California
$212K
Kayne Anderson Rudnick Investment Management
31
Kayne Anderson Rudnick Investment Management
California
$192K -$157K -2,975 -45%
Bessemer Group
32
Bessemer Group
New Jersey
$126K -$310K -5,888 -71%
FDCDDQ
33
Federation des caisses Desjardins du Quebec
Quebec, Canada
$120K
AWM
34
Atticus Wealth Management
Florida
$107K +$52.7K +1,000 +100%
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$93K
QCMC
36
Quantum Capital Management (California)
California
$74K -$5.8K -110 -7%
PA
37
Parallel Advisors
California
$58K
AIM
38
Anchor Investment Management
South Carolina
$48K
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$39K +$38.2K +725 New
FRA
40
Front Row Advisors
California
$33K
AssetMark Inc
41
AssetMark Inc
California
$24K +$23.2K +441 New
GFPC
42
Global Financial Private Client
Florida
$23.3K -$68.3K -1,296 -75%
CFGS
43
Concourse Financial Group Securities
Alabama
$21K
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$19K +$18.6K +352 New
William Blair & Company
45
William Blair & Company
Illinois
$18K -$16.1K -306 -47%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$18K
AAP
47
Arax Advisory Partners
Colorado
$17K
CAN
48
Cetera Advisor Networks
California
$16K +$15.8K +300 New
WCG
49
Weaver Consulting Group
California
$14K
LB
50
Legacy Bridge
Iowa
$12K