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iShares Global Utilities ETF

56 hedge funds and large institutions have $37.3M invested in iShares Global Utilities ETF in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 18 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.74% less ownership

Funds ownership: 34.45%28.71% (-5.7%)

15% less funds holding

Funds holding: 6656 (-10)

29% less capital invested

Capital invested by funds: $52.9M → $37.3M (-$15.6M)

33% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 18

63% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 16

Holders
56
Holders Change
-10
Holders Change %
-15.15%
% of All Funds
1.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
12
Reduced
18
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$12.4M +$5.19M +108,396 +75%
Bank of America
2
Bank of America
North Carolina
$2.59M +$956K +19,971 +61%
GT
3
Greenleaf Trust
Michigan
$1.67M -$257K -5,363 -14%
Jane Street
4
Jane Street
New York
$1.6M -$1.4M -29,243 -47%
ACM
5
Aviance Capital Management
Florida
$1.43M +$29.4K +615 +2%
LPL Financial
6
LPL Financial
California
$1.39M -$54K -1,127 -4%
IC
7
InterOcean Capital
Illinois
$1.31M +$97.1K +2,028 +8%
Wells Fargo
8
Wells Fargo
California
$1.27M +$9.19K +192 +0.7%
UCFA
9
United Capital Financial Advisors
Texas
$1.21M -$759K -15,846 -39%
SF
10
Synovus Financial
Georgia
$1.19M +$66.7K +1,392 +6%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.14M +$114K +2,389 +11%
UBS Group
12
UBS Group
Switzerland
$1.09M -$54.7K -1,142 -5%
BlackRock
13
BlackRock
New York
$1.05M -$105K -2,200 -9%
BIA
14
Barry Investment Advisors
Massachusetts
$622K +$203K +4,249 +50%
Kayne Anderson Rudnick Investment Management
15
Kayne Anderson Rudnick Investment Management
California
$617K -$24K -502 -4%
VDFA
16
Vickerman & Driscoll Financial Advisors
Washington
$555K -$446K -9,311 -45%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$544K +$3.21K +67 +0.6%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$539K -$4.45K -93 -0.8%
Ameriprise
19
Ameriprise
Minnesota
$519K +$50.9K +1,063 +11%
NAM
20
NTV Asset Management
West Virginia
$510K -$57.5K -1,200 -10%
Nomura Asset Management
21
Nomura Asset Management
Japan
$491K +$479K +10,000 New
EAM
22
Evanson Asset Management
California
$389K
SC
23
Slow Capital
California
$382K +$109K +2,278 +41%
RIA
24
Regal Investment Advisors
Michigan
$351K -$325K -6,786 -49%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$338K -$25.3K -529 -7%