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iShares Global Utilities ETF

50 hedge funds and large institutions have $64M invested in iShares Global Utilities ETF in 2015 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

44% more capital invested

Capital invested by funds: $44.4M → $64M (+$19.7M)

11% more funds holding

Funds holding: 4550 (+5)

10.49% more ownership

Funds ownership: 29.03%39.52% (+10%)

0% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 17

Holders
50
Holders Change
+5
Holders Change %
+11.11%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
17
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NR
1
Newfound Research
Massachusetts
$7.43M +$7.58M +168,854 New
FMI
2
Factory Mutual Insurance
Massachusetts
$6.46M +$3.37M +75,000 +104%
Fifth Third Bancorp
3
Fifth Third Bancorp
Ohio
$5.87M +$496K +11,056 +9%
Morgan Stanley
4
Morgan Stanley
New York
$5.15M -$108K -2,405 -2%
BCM
5
Brookstone Capital Management
Illinois
$2.97M +$3.03M +67,403 New
Bank of America
6
Bank of America
North Carolina
$2.93M -$422K -9,407 -12%
Nomura Asset Management
7
Nomura Asset Management
Japan
$2.56M +$8.98K +200 +0.3%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$2.45M -$682K -15,200 -21%
PFM
9
Premier Fund Managers
United Kingdom
$2.2M +$2.24M +50,000 New
RJFSA
10
Raymond James Financial Services Advisors
Florida
$1.88M +$868K +19,343 +83%
LPL Financial
11
LPL Financial
California
$1.88M +$902K +20,079 +88%
CCWA
12
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.8M +$1.84M +40,903 New
UCFA
13
United Capital Financial Advisors
Texas
$1.66M +$108K +2,416 +7%
BlackRock
14
BlackRock
New York
$1.57M -$214K -4,763 -12%
WI
15
WrapManager Inc
California
$1.53M +$1.56M +34,664 New
Jane Street
16
Jane Street
New York
$1.46M +$899K +20,019 +152%
Citadel Advisors
17
Citadel Advisors
Florida
$1.32M +$269 +6 +0%
SF
18
Synovus Financial
Georgia
$1.11M -$51.2K -1,141 -4%
Goldman Sachs
19
Goldman Sachs
New York
$1.02M +$1.04M +23,217 New
SG Americas Securities
20
SG Americas Securities
New York
$829K -$776K -17,283 -48%
Kayne Anderson Rudnick Investment Management
21
Kayne Anderson Rudnick Investment Management
California
$785K -$8.4K -187 -1%
NAM
22
NTV Asset Management
West Virginia
$726K -$224K -5,000 -23%
JP Morgan Chase
23
JP Morgan Chase
New York
$701K +$715K +15,933 New
Wells Fargo
24
Wells Fargo
California
$697K +$194K +4,314 +37%
CCS
25
Crosspoint Capital Strategies
California
$653K +$586K +13,051 +5,905%