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iShares Global Utilities ETF

66 hedge funds and large institutions have $52.9M invested in iShares Global Utilities ETF in 2017 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 2

22% more funds holding

Funds holding: 5466 (+12)

1.5% less ownership

Funds ownership: 35.95%34.45% (-1.5%)

10% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 20

15% less capital invested

Capital invested by funds: $62M → $52.9M (-$9.07M)

Holders
66
Holders Change
+12
Holders Change %
+22.22%
% of All Funds
1.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
18
Reduced
20
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$7.14M +$147K +2,842 +2%
NR
2
Newfound Research
Massachusetts
$5.43M -$75.4K -1,461 -1%
CIM
3
Cambria Investment Management
California
$4.4M +$423K +8,202 +10%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.09M +$1.68M +32,536 +109%
Jane Street
5
Jane Street
New York
$3.06M -$490K -9,492 -13%
CCP
6
Cardan Capital Partners
Colorado
$2.13M +$20.3K +393 +0.9%
UCFA
7
United Capital Financial Advisors
Texas
$2M -$119K -2,313 -5%
GT
8
Greenleaf Trust
Michigan
$1.95M +$160K +3,100 +9%
Bank of America
9
Bank of America
North Carolina
$1.63M -$371K -7,185 -18%
Citadel Advisors
10
Citadel Advisors
Florida
$1.47M +$1.53M +29,718 New
LPL Financial
11
LPL Financial
California
$1.45M +$54.6K +1,058 +4%
ACM
12
Aviance Capital Management
Florida
$1.41M -$275K -5,335 -16%
Wells Fargo
13
Wells Fargo
California
$1.27M -$32.2K -624 -2%
IC
14
InterOcean Capital
Illinois
$1.22M -$52 -1 -0%
BlackRock
15
BlackRock
New York
$1.17M -$236K -4,577 -16%
UBS Group
16
UBS Group
Switzerland
$1.16M +$87.5K +1,694 +8%
WI
17
WrapManager Inc
California
$1.14M -$24.6K -477 -2%
SF
18
Synovus Financial
Georgia
$1.13M +$3.2K +62 +0.3%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$1.03M +$2.27K +44 +0.2%
VDFA
20
Vickerman & Driscoll Financial Advisors
Washington
$1.02M +$1.06M +20,613 New
BCM
21
Brookstone Capital Management
Illinois
$766K -$34.9K -675 -4%
RIA
22
Regal Investment Advisors
Michigan
$690K +$40.1K +776 +6%
Kayne Anderson Rudnick Investment Management
23
Kayne Anderson Rudnick Investment Management
California
$651K -$2.06K -40 -0.3%
NAM
24
NTV Asset Management
West Virginia
$575K -$103K -2,000 -15%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$549K +$10.2K +197 +2%