We are live on ! Find out more
JXI icon

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
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$21K
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$18K
GWM
53
Geneos Wealth Management
Colorado
$18K
TF
54
Tompkins Financial
New York
$18K
ACK
55
Andrew C. Karlinski
$17K
LB
56
Legacy Bridge
Iowa
$14K
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$12K
HNWAG
58
High Net Worth Advisory Group
Florida
$10K
MCA
59
Maryland Capital Advisors
Maryland
$9K +$9.53K +150 New
CP
60
Castleview Partners
Texas
$7.02K -$2.22K -35 -32%
Fidelity Investments
61
Fidelity Investments
Massachusetts
$7K -$127 -2 -2%
VCM
62
Vigilant Capital Management
Maine
$7K +$7.3K +115 New
GFPC
63
Global Financial Private Client
Florida
$6.71K
CFGS
64
Concourse Financial Group Securities
Alabama
$6K
National Bank of Canada
65
National Bank of Canada
Quebec, Canada
$6K
BPC
66
Banque Pictet & Cie
Switzerland
$3.14K -$448K -7,050 -12%
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$3K +$64 +1 +2%
MRC
68
Millburn Ridgefield Corp
New York
$3K +$1.84K +29 +171%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$3 +$3.17K +50 New
JP Morgan Chase
70
JP Morgan Chase
New York
-$329K -5,000 Closed
T
71
TCWP
Ohio
-$112K -1,710 Closed
FF
72
FourThought Financial
Florida
-$2K -29 Closed