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iShares Global Utilities ETF

49 hedge funds and large institutions have $38.9M invested in iShares Global Utilities ETF in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

15% more capital invested

Capital invested by funds: $33.8M → $38.9M (+$5.09M)

2% more funds holding

Funds holding: 4849 (+1)

1.77% more ownership

Funds ownership: 26.51%28.29% (+1.8%)

8% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 13

Holders
49
Holders Change
+1
Holders Change %
+2.08%
% of All Funds
1.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
12
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$9.9M +$2.51M +54,453 +36%
NR
2
Newfound Research
Massachusetts
$3.15M +$3.01M +65,393 New
Fifth Third Bancorp
3
Fifth Third Bancorp
Ohio
$2.52M -$707K -15,331 -23%
Nomura Asset Management
4
Nomura Asset Management
Japan
$1.91M +$346K +7,500 +23%
UCFA
5
United Capital Financial Advisors
Texas
$1.89M +$4.61K +100 +0.3%
BlackRock
6
BlackRock
New York
$1.81M +$335K +7,268 +24%
Bank of America
7
Bank of America
North Carolina
$1.72M +$11.8K +256 +0.7%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.44M -$25.5K -554 -2%
LPL Financial
9
LPL Financial
California
$1.3M -$20.7K -449 -2%
Wells Fargo
10
Wells Fargo
California
$1.18M -$397K -8,619 -26%
SF
11
Synovus Financial
Georgia
$1.16M -$4.75K -103 -0.4%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.12M +$94.5K +2,051 +10%
UBS Group
13
UBS Group
Switzerland
$1.04M -$20.2K -439 -2%
WI
14
WrapManager Inc
California
$789K +$755K +16,369 New
Kayne Anderson Rudnick Investment Management
15
Kayne Anderson Rudnick Investment Management
California
$709K
BCM
16
Brookstone Capital Management
Illinois
$684K +$654K +14,183 New
NAM
17
NTV Asset Management
West Virginia
$670K -$4.61K -100 -0.7%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$619K +$591K +12,825 New
RIA
19
Regal Investment Advisors
Michigan
$606K +$178K +3,855 +44%
PBT
20
Pictet Bank & Trust
Bahamas
$540K
Bessemer Group
21
Bessemer Group
New Jersey
$470K -$226K -4,900 -33%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$443K +$69K +1,497 +19%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$416K +$3.41K +74 +0.9%
AG
24
Advisor Group
Arizona
$409K +$31.3K +678 +9%
EAM
25
Evanson Asset Management
California
$378K