We are live on ! Find out more
JXI icon

iShares Global Utilities ETF

56 hedge funds and large institutions have $57.7M invested in iShares Global Utilities ETF in 2016 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 13 increasing their positions, 20 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

24% more funds holding

Funds holding: 4556 (+11)

3% more capital invested

Capital invested by funds: $55.9M → $57.7M (+$1.76M)

0.69% more ownership

Funds ownership: 33.12%33.81% (+0.69%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

35% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 20

Holders
56
Holders Change
+11
Holders Change %
+24.44%
% of All Funds
1.49%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
13
Reduced
20
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NR
1
Newfound Research
Massachusetts
$7.21M -$2.82M -59,018 -29%
Morgan Stanley
2
Morgan Stanley
New York
$3.89M -$395K -8,274 -9%
CCWA
3
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.82M +$1.07M +22,323 +40%
Nomura Asset Management
4
Nomura Asset Management
Japan
$3.4M +$62.1K +1,300 +2%
Fifth Third Bancorp
5
Fifth Third Bancorp
Ohio
$3.35M -$1.82M -38,121 -36%
Bank of America
6
Bank of America
North Carolina
$2.42M -$342K -7,149 -13%
Jane Street
7
Jane Street
New York
$2.2M +$732K +15,326 +52%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$2.11M +$80.6K +1,686 +4%
SG Americas Securities
9
SG Americas Securities
New York
$1.92M +$1.86M +38,853 New
SG
10
Societe Generale
$1.92M +$1.86M +38,853 New
UCFA
11
United Capital Financial Advisors
Texas
$1.86M +$11.5K +240 +0.6%
BCM
12
Brookstone Capital Management
Illinois
$1.72M -$949K -19,865 -36%
Wells Fargo
13
Wells Fargo
California
$1.69M +$30.6K +640 +2%
BlackRock
14
BlackRock
New York
$1.54M -$86K -1,800 -5%
WI
15
WrapManager Inc
California
$1.41M -$617K -12,909 -31%
SF
16
Synovus Financial
Georgia
$1.33M +$46.6K +974 +4%
CIM
17
Cambria Investment Management
California
$1.18M +$1.15M +23,971 New
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.11M -$36K -753 -3%
LPL Financial
19
LPL Financial
California
$1.03M -$1.03M -21,530 -51%
JP Morgan Chase
20
JP Morgan Chase
New York
$1.01M -$8.6K -180 -0.9%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$937K +$156K +3,260 +21%
PBT
22
Pictet Bank & Trust
Bahamas
$849K
Kayne Anderson Rudnick Investment Management
23
Kayne Anderson Rudnick Investment Management
California
$829K -$49.2K -1,030 -6%
NAM
24
NTV Asset Management
West Virginia
$809K
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$721K +$347K +7,267 +99%