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iShares Global Utilities ETF

61 hedge funds and large institutions have $34.6M invested in iShares Global Utilities ETF in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less funds holding

Funds holding: 6261 (-1)

4.11% less ownership

Funds ownership: 30.09%25.98% (-4.1%)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

24% less capital invested

Capital invested by funds: $45.7M → $34.6M (-$11.1M)

46% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 24

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
61
Holders Change
-1
Holders Change %
-1.61%
% of All Funds
1.25%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
13
Reduced
24
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
51
Sonora Investment Management
Arizona
$11K
CAAS
52
Capital Asset Advisory Services
Michigan
$11K +$10.4K +198 New
GEA
53
Glen Eagle Advisors
New Jersey
$10.4K -$23.2K -440 -69%
JCM
54
Jacobi Capital Management
Pennsylvania
$7K +$264 +5 +4%
Fidelity Investments
55
Fidelity Investments
Massachusetts
$6K -$53 -1 -0.8%
LWM
56
Liberty Wealth Management
California
$5K
PAG
57
Private Advisor Group
New Jersey
$5K +$5.27K +100 New
Citigroup
58
Citigroup
New York
$3K
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$3K +$2.63K +50 New
MRC
60
Millburn Ridgefield Corp
New York
$3K +$2.85K +54 New
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$2K -$158 -3 -6%
CIM
62
Cambria Investment Management
California
-$5.53M -109,233 Closed
WSTAM
63
Wilbanks Smith & Thomas Asset Management
Virginia
-$5.34M -105,479 Closed
IC
64
InterOcean Capital
Illinois
-$1.2M -23,657 Closed
Nomura Asset Management
65
Nomura Asset Management
Japan
-$709K -14,000 Closed
AP
66
Advisors Preferred
Maryland
-$26K -521 Closed
IA
67
IFP Advisors
Florida
-$23.7K -450 Closed
FHA
68
Flagship Harbor Advisors
Massachusetts
-$10K -203 Closed
NFG
69
Next Financial Group
Texas
-$9K -183 Closed
WIM
70
Westside Investment Management
California
-$7 -150 Closed
TCM
71
TD Capital Management
Tennessee
-$4K -73 Closed