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iShares Global Utilities ETF

63 hedge funds and large institutions have $59.1M invested in iShares Global Utilities ETF in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 15

7.9% less ownership

Funds ownership: 45.79%37.89% (-7.9%)

9% less funds holding

Funds holding: 6963 (-6)

26% less capital invested

Capital invested by funds: $79.4M → $59.1M (-$20.3M)

63% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 8

Holders
63
Holders Change
-6
Holders Change %
-8.7%
% of All Funds
1.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
15
Reduced
15
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FTA
26
Financial & Tax Architects
Missouri
$346K -$387K -6,262 -50%
TFF
27
The Family Firm
Maryland
$340K
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$331K -$55.7K -901 -13%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$294K
AWS
30
Atria Wealth Solutions
New York
$290K
Goldman Sachs
31
Goldman Sachs
New York
$274K +$309K +5,000 New
NAM
32
NTV Asset Management
West Virginia
$257K -$12.4K -200 -4%
Bessemer Group
33
Bessemer Group
New Jersey
$196K -$156K -2,530 -41%
Macquarie Group
34
Macquarie Group
Australia
$133K
FDCDDQ
35
Federation des caisses Desjardins du Quebec
Quebec, Canada
$123K
Kayne Anderson Rudnick Investment Management
36
Kayne Anderson Rudnick Investment Management
California
$100K
BSB
37
Bangor Savings Bank
Maine
$82K
AA
38
Addison Advisors
Vermont
$79K
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$65K
AWM
40
Atticus Wealth Management
Florida
$60K
PA
41
Parallel Advisors
California
$60K
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$56K
AIM
43
Anchor Investment Management
South Carolina
$43.8K
NFSG
44
Newbridge Financial Services Group
Florida
$41K
FRA
45
Front Row Advisors
California
$34K
GRP
46
Global Retirement Partners
California
$22K +$23.5K +380 New
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$19K
ACK
48
Andrew C. Karlinski
$16K
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$16K
TF
50
Tompkins Financial
New York
$16K