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iShares Global Utilities ETF

52 hedge funds and large institutions have $44.1M invested in iShares Global Utilities ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more capital invested

Capital invested by funds: $35M → $44.1M (+$9.11M)

13% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 16

6.62% more ownership

Funds ownership: 22.01%28.63% (+6.6%)

4% less funds holding

Funds holding: 5452 (-2)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
52
Holders Change
-2
Holders Change %
-3.7%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
18
Reduced
16
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$210K +$204 +3 +0.1%
Bessemer Group
27
Bessemer Group
New Jersey
$163K
FDCDDQ
28
Federation des caisses Desjardins du Quebec
Quebec, Canada
$157K -$2.72K -40 -2%
SIS
29
Strategic Investment Solutions
Illinois
$145K -$12.2K -179 -7%
SS
30
SBI Securities
Japan
$132K +$140K +2,058 New
Kayne Anderson Rudnick Investment Management
31
Kayne Anderson Rudnick Investment Management
California
$93.4K +$340 +5 +0.3%
BSB
32
Bangor Savings Bank
Maine
$86.6K -$9.86K -145 -10%
AIM
33
Anchor Investment Management
South Carolina
$71.8K
Fidelity Investments
34
Fidelity Investments
Massachusetts
$64.4K +$2.31K +34 +4%
AWM
35
Atticus Wealth Management
Florida
$64.2K
Jones Financial Companies
36
Jones Financial Companies
Missouri
$63.9K +$29.6K +436 +78%
NFSG
37
Newbridge Financial Services Group
Florida
$48.1K +$51K +750 New
NWM
38
Nova Wealth Management
Florida
$45.6K +$48.3K +711 New
Comerica Bank
39
Comerica Bank
Texas
$44.8K
GI
40
GAMMA Investing
California
$44.8K +$47.5K +698 New
GEA
41
Glen Eagle Advisors
New Jersey
$40.3K
GWSG
42
GPS Wealth Strategies Group
Colorado
$39.3K +$68 +1 +0.2%
TWC
43
TD Waterhouse Canada
Ontario, Canada
$36.4K
NA
44
NewEdge Advisors
Louisiana
$33K -$10.1K -148 -22%
FRA
45
Front Row Advisors
California
$22.3K
AA
46
Addison Advisors
Vermont
$21.7K -$7.14K -105 -24%
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$20K +$272 +4 +1%
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$18K
CFGS
49
Concourse Financial Group Securities
Alabama
$6.55K
National Bank of Canada
50
National Bank of Canada
Quebec, Canada
$6.42K