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iShares Global Utilities ETF

50 hedge funds and large institutions have $45.5M invested in iShares Global Utilities ETF in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 13

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

17% more capital invested

Capital invested by funds: $38.9M → $45.5M (+$6.59M)

2.11% more ownership

Funds ownership: 28.29%30.4% (+2.1%)

2% more funds holding

Funds holding: 4950 (+1)

Holders
50
Holders Change
+1
Holders Change %
+2.04%
% of All Funds
1.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
18
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$6.92M -$3.18M -64,064 -31%
NR
2
Newfound Research
Massachusetts
$4.98M +$1.79M +36,111 +55%
CIM
3
Cambria Investment Management
California
$3.75M +$3.79M +76,539 New
TFA
4
Transamerica Financial Advisors
Florida
$3.62M +$3.66M +73,824 New
Jane Street
5
Jane Street
New York
$3.46M +$3.27M +65,946 +1,438%
UCFA
6
United Capital Financial Advisors
Texas
$2.01M +$92.1K +1,857 +5%
BlackRock
7
BlackRock
New York
$1.76M -$83.3K -1,680 -4%
Bank of America
8
Bank of America
North Carolina
$1.53M -$221K -4,460 -13%
LPL Financial
9
LPL Financial
California
$1.34M +$12.6K +255 +0.9%
GT
10
Greenleaf Trust
Michigan
$1.27M +$1.28M +25,906 New
Fifth Third Bancorp
11
Fifth Third Bancorp
Ohio
$1.24M -$1.33M -26,823 -51%
Wells Fargo
12
Wells Fargo
California
$1.19M -$6.15K -124 -0.5%
SF
13
Synovus Financial
Georgia
$1.16M -$24.4K -492 -2%
WI
14
WrapManager Inc
California
$1.15M +$352K +7,097 +43%
UBS Group
15
UBS Group
Switzerland
$1.1M +$41.1K +828 +4%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.06M -$82.4K -1,661 -7%
BCM
17
Brookstone Capital Management
Illinois
$815K +$121K +2,440 +17%
NAM
18
NTV Asset Management
West Virginia
$681K
Kayne Anderson Rudnick Investment Management
19
Kayne Anderson Rudnick Investment Management
California
$647K -$75.3K -1,518 -10%
RIA
20
Regal Investment Advisors
Michigan
$629K +$13.2K +266 +2%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$586K +$137K +2,758 +30%
PBT
22
Pictet Bank & Trust
Bahamas
$549K
Bessemer Group
23
Bessemer Group
New Jersey
$477K
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$433K +$11K +222 +3%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$419K -$1.06M -21,295 -71%