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iShares Global Utilities ETF

69 hedge funds and large institutions have $79.4M invested in iShares Global Utilities ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

60% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 15

14% more capital invested

Capital invested by funds: $69.4M → $79.4M (+$10M)

11% more funds holding

Funds holding: 6269 (+7)

7.26% more ownership

Funds ownership: 38.53%45.79% (+7.3%)

Holders
69
Holders Change
+7
Holders Change %
+11.29%
% of All Funds
1.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
24
Reduced
15
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$418K +$52.1K +820 +13%
EAM
27
Evanson Asset Management
California
$399K +$508 +8 +0.1%
TFF
28
The Family Firm
Maryland
$373K +$5.78K +91 +1%
Bessemer Group
29
Bessemer Group
New Jersey
$367K +$237K +3,735 +157%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$326K -$14.5K -229 -4%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$323K +$1.72K +27 +0.5%
AWS
32
Atria Wealth Solutions
New York
$318K +$128K +2,011 +61%
NAM
33
NTV Asset Management
West Virginia
$295K
CS
34
Credit Suisse
Switzerland
$278K +$294K +4,626 New
HighTower Advisors
35
HighTower Advisors
Illinois
$226K +$239K +3,766 New
CPC
36
Cookson Peirce & Co
Pennsylvania
$202K +$826 +13 +0.4%
Macquarie Group
37
Macquarie Group
Australia
$146K -$68.6K -1,080 -31%
FDCDDQ
38
Federation des caisses Desjardins du Quebec
Quebec, Canada
$135K
Kayne Anderson Rudnick Investment Management
39
Kayne Anderson Rudnick Investment Management
California
$110K +$572 +9 +0.5%
BSB
40
Bangor Savings Bank
Maine
$90K +$94.9K +1,495 New
AA
41
Addison Advisors
Vermont
$87K +$6.35K +100 +7%
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$71K -$35.9K -566 -32%
PA
43
Parallel Advisors
California
$66K
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$61K
AWM
45
Atticus Wealth Management
Florida
$60K
AIM
46
Anchor Investment Management
South Carolina
$48.1K
NFSG
47
Newbridge Financial Services Group
Florida
$45K
FRA
48
Front Row Advisors
California
$37K
GEA
49
Glen Eagle Advisors
New Jersey
$35K +$23.8K +375 +180%
ED
50
Exane Derivatives
France
$23.4K +$2.03K +32 +9%