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iShares Global Utilities ETF

54 hedge funds and large institutions have $32.4M invested in iShares Global Utilities ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

4% more funds holding

Funds holding: 5254 (+2)

1% more capital invested

Capital invested by funds: $32M → $32.4M (+$361K)

0.77% more ownership

Funds ownership: 25.82%26.58% (+0.77%)

0% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 15

Holders
54
Holders Change
+2
Holders Change %
+3.85%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
15
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CL
26
COWA LLC
Oklahoma
$239K +$244K +4,000 New
GIA
27
Gladstone Institutional Advisory
Florida
$232K -$56.4K -925 -19%
Osaic Holdings
28
Osaic Holdings
Arizona
$214K -$40.8K -669 -16%
Bessemer Group
29
Bessemer Group
New Jersey
$152K
FDCDDQ
30
Federation des caisses Desjardins du Quebec
Quebec, Canada
$149K
SIS
31
Strategic Investment Solutions
Illinois
$138K +$143K +2,343 New
BSB
32
Bangor Savings Bank
Maine
$89.5K
Kayne Anderson Rudnick Investment Management
33
Kayne Anderson Rudnick Investment Management
California
$87K +$244 +4 +0.3%
AIM
34
Anchor Investment Management
South Carolina
$67.1K
PA
35
Parallel Advisors
California
$65.9K
AWM
36
Atticus Wealth Management
Florida
$59.9K
Fidelity Investments
37
Fidelity Investments
Massachusetts
$59.3K +$56.9K +933 +1,609%
NFSG
38
Newbridge Financial Services Group
Florida
$44.9K
Comerica Bank
39
Comerica Bank
Texas
$41.8K
NA
40
NewEdge Advisors
Louisiana
$39.6K +$427 +7 +1%
AA
41
Addison Advisors
Vermont
$39.2K
GEA
42
Glen Eagle Advisors
New Jersey
$37.2K
GWSG
43
GPS Wealth Strategies Group
Colorado
$34.9K +$35.6K +583 New
TWC
44
TD Waterhouse Canada
Ontario, Canada
$33.9K
FRA
45
Front Row Advisors
California
$20.8K -$4.57K -75 -18%
Jones Financial Companies
46
Jones Financial Companies
Missouri
$19.1K +$19.5K +319 New
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$19K +$305 +5 +2%
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$16.8K -$17.1K -281 -50%
TF
49
Tompkins Financial
New York
$15K
CP
50
Castleview Partners
Texas
$6.47K