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iShares Global Utilities ETF

58 hedge funds and large institutions have $36.2M invested in iShares Global Utilities ETF in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $34.6M → $36.2M (+$1.6M)

0.17% less ownership

Funds ownership: 25.98%25.81% (-0.17%)

5% less funds holding

Funds holding: 6158 (-3)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

58% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 19

Holders
58
Holders Change
-3
Holders Change %
-4.92%
% of All Funds
1.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
8
Reduced
19
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$293K -$448K -7,996 -60%
TFF
27
The Family Firm
Maryland
$250K
FAAS
28
First Allied Advisory Services
California
$224K
Kayne Anderson Rudnick Investment Management
29
Kayne Anderson Rudnick Investment Management
California
$202K
Bessemer Group
30
Bessemer Group
New Jersey
$133K
FDCDDQ
31
Federation des caisses Desjardins du Quebec
Quebec, Canada
$126K
Fifth Third Bancorp
32
Fifth Third Bancorp
Ohio
$98K
QCMC
33
Quantum Capital Management (California)
California
$77K -$168 -3 -0.2%
PA
34
Parallel Advisors
California
$62K
AWM
35
Atticus Wealth Management
Florida
$56K -$56.1K -1,000 -50%
AIM
36
Anchor Investment Management
South Carolina
$44.9K -$5.61K -100 -11%
NFSG
37
Newbridge Financial Services Group
Florida
$42K +$42.1K +750 New
FRA
38
Front Row Advisors
California
$37K
CFGS
39
Concourse Financial Group Securities
Alabama
$22K
William Blair & Company
40
William Blair & Company
Illinois
$19K
AAP
41
Arax Advisory Partners
Colorado
$18K
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$18K
GWM
43
Geneos Wealth Management
Colorado
$16K +$16.8K +300 New
WCG
44
Weaver Consulting Group
California
$15K
LB
45
Legacy Bridge
Iowa
$13K
SIM
46
Sonora Investment Management
Arizona
$12K
CAAS
47
Capital Asset Advisory Services
Michigan
$11K
NFG
48
Next Financial Group
Texas
$11K +$10.5K +188 New
GEA
49
Glen Eagle Advisors
New Jersey
$10.9K
JCM
50
Jacobi Capital Management
Pennsylvania
$7K -$280 -5 -4%