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iShares Global Utilities ETF
JXI

Overview Fund Activity

45 hedge funds and large institutions have $55.9M invested in iShares Global Utilities ETF in 2016 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 19 reducing their positions, and 10 closing their positions.

Holders
45
Holders Change
-5
Holders Change %
-10%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
14
Reduced
19
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NR
1
Newfound Research
Massachusetts
$9.86M
2
Wells Fargo
2
Wells Fargo
California
$1.61M
3
PBT
3
Pictet Bank & Trust
Bahamas
$827K
4
CCWA
4
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.65M
5
KM
5
Kalos Management
Georgia
$530K

Top Sellers

1
FMI
1
Factory Mutual Insurance
Massachusetts
$0
2
PFM
2
Premier Fund Managers
United Kingdom
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$4.19M
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
Fifth Third Bancorp
5
Fifth Third Bancorp
Ohio
$5.1M
Name Market Value Shares Shares
Change 		Shares
Change %
NR
1
Newfound Research
Massachusetts
$9.86M 205,113 +36,259 +21%
Fifth Third Bancorp
2
Fifth Third Bancorp
Ohio
$5.1M 106,082 -27,349 -20%
Morgan Stanley
3
Morgan Stanley
New York
$4.19M 87,168 -29,908 -26%
Nomura Asset Management
4
Nomura Asset Management
Japan
$3.25M 67,700 +9,500 +16%
Bank of America
5
Bank of America
North Carolina
$2.7M 56,167 -10,433 -16%
CCWA
6
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.65M 55,160 +14,257 +35%
BCM
7
Brookstone Capital Management
Illinois
$2.63M 54,749 -12,654 -19%
WI
8
WrapManager Inc
California
$2M 41,567 +6,903 +20%
LPL Financial
9
LPL Financial
California
$2M 42,475 -324 -0.8%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.97M 40,999 -14,617 -26%
UCFA
11
United Capital Financial Advisors
Texas
$1.81M 37,706 -40 -0.1%
Wells Fargo
12
Wells Fargo
California
$1.61M 33,507 +17,685 +112%
BlackRock
13
BlackRock
New York
$1.58M 32,935 -2,828 -8%
Jane Street
14
Jane Street
New York
$1.41M 29,264 -3,957 -12%
SF
15
Synovus Financial
Georgia
$1.25M 26,004 +780 +3%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.12M 23,346 -19,436 -45%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$993K 20,665 +4,732 +30%
Kayne Anderson Rudnick Investment Management
18
Kayne Anderson Rudnick Investment Management
California
$857K 17,839 – –
PBT
19
Pictet Bank & Trust
Bahamas
$827K 17,200 +17,200 New
NAM
20
NTV Asset Management
West Virginia
$788K 16,400 -100 -0.6%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$756K 15,735 +1,484 +10%
RIA
22
Regal Investment Advisors
Michigan
$558K 11,612 -111 -0.9%
KM
23
Kalos Management
Georgia
$530K 11,055 +11,055 New
CRC
24
Curi RMB Capital
Illinois
$524K 10,897 +10,897 New
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$495K 10,298 +2,400 +30%
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