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iShares Global Utilities ETF

54 hedge funds and large institutions have $62M invested in iShares Global Utilities ETF in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

36% more capital invested

Capital invested by funds: $45.5M → $62M (+$16.5M)

23% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 13

8% more funds holding

Funds holding: 5054 (+4)

5.55% more ownership

Funds ownership: 30.4%35.95% (+5.6%)

Holders
54
Holders Change
+4
Holders Change %
+8%
% of All Funds
1.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
16
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
$7.17M +$10.3K +203 +0.1%
NR
2
Newfound Research
Massachusetts
$5.63M +$492K +9,671 +10%
TFA
3
Transamerica Financial Advisors
Florida
$4.22M +$475K +9,341 +13%
CIM
4
Cambria Investment Management
California
$4.09M +$209K +4,101 +5%
Jane Street
5
Jane Street
New York
$3.61M +$39K +766 +1%
WSTAM
6
Wilbanks Smith & Thomas Asset Management
Virginia
$3.53M +$3.54M +69,595 New
Mirae Asset Global Investments
7
Mirae Asset Global Investments
South Korea
$2.27M +$2.27M +44,700 New
UCFA
8
United Capital Financial Advisors
Texas
$2.17M +$92K +1,809 +4%
CCP
9
Cardan Capital Partners
Colorado
$2.16M +$2.17M +42,677 New
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$2.06M +$2.07M +40,664 New
Bank of America
11
Bank of America
North Carolina
$2.03M +$450K +8,854 +28%
GT
12
Greenleaf Trust
Michigan
$1.84M +$527K +10,356 +40%
ACM
13
Aviance Capital Management
Florida
$1.72M +$1.72M +33,827 New
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.52M +$1.09M +21,375 +250%
LPL Financial
15
LPL Financial
California
$1.43M +$46.4K +912 +3%
BlackRock
16
BlackRock
New York
$1.43M -$389K -7,646 -21%
Wells Fargo
17
Wells Fargo
California
$1.33M +$96.8K +1,903 +8%
IC
18
InterOcean Capital
Illinois
$1.25M +$1.26M +24,688 New
WI
19
WrapManager Inc
California
$1.19M +$2.54K +50 +0.2%
SF
20
Synovus Financial
Georgia
$1.15M -$41.6K -817 -3%
UBS Group
21
UBS Group
Switzerland
$1.1M -$34.8K -685 -3%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$1.05M -$44.9K -883 -4%
BCM
23
Brookstone Capital Management
Illinois
$818K -$24.3K -478 -3%
Fifth Third Bancorp
24
Fifth Third Bancorp
Ohio
$767K -$518K -10,192 -40%
NAM
25
NTV Asset Management
West Virginia
$689K -$15.3K -300 -2%