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iShares Global Utilities ETF

62 hedge funds and large institutions have $43.4M invested in iShares Global Utilities ETF in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 12 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

16% more capital invested

Capital invested by funds: $37.3M → $43.4M (+$6.04M)

11% more funds holding

Funds holding: 5662 (+6)

1.34% more ownership

Funds ownership: 28.71%30.05% (+1.3%)

37% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 19

Holders
62
Holders Change
+6
Holders Change %
+10.71%
% of All Funds
1.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
12
Reduced
19
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$9.06M -$3.3M -67,715 -27%
NR
2
Newfound Research
Massachusetts
$7.07M +$7.04M +144,403 New
Jane Street
3
Jane Street
New York
$2.64M +$1.04M +21,347 +66%
WI
4
WrapManager Inc
California
$1.66M +$1.65M +33,829 New
IC
5
InterOcean Capital
Illinois
$1.44M +$135K +2,772 +10%
LPL Financial
6
LPL Financial
California
$1.38M +$585 +12 +0%
ACM
7
Aviance Capital Management
Florida
$1.34M -$82.9K -1,699 -6%
IFS
8
Ifrah Financial Services
Arkansas
$1.26M +$1.25M +25,650 New
BCM
9
Brookstone Capital Management
Illinois
$1.23M +$1.23M +25,173 New
Wells Fargo
10
Wells Fargo
California
$1.19M -$72.3K -1,481 -6%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$1.18M +$47.1K +965 +4%
SF
12
Synovus Financial
Georgia
$1.17M -$18.1K -370 -2%
Bank of America
13
Bank of America
North Carolina
$1.06M -$1.52M -31,131 -59%
UBS Group
14
UBS Group
Switzerland
$1.03M -$62.3K -1,278 -6%
BlackRock
15
BlackRock
New York
$910K -$141K -2,887 -13%
UCFA
16
United Capital Financial Advisors
Texas
$882K -$322K -6,604 -27%
GT
17
Greenleaf Trust
Michigan
$741K -$920K -18,861 -55%
Ameriprise
18
Ameriprise
Minnesota
$564K +$47.2K +967 +9%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$558K +$14.7K +301 +3%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$539K
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$524K +$522K +10,700 New
Kayne Anderson Rudnick Investment Management
22
Kayne Anderson Rudnick Investment Management
California
$520K -$99.4K -2,038 -16%
NAM
23
NTV Asset Management
West Virginia
$509K
Citadel Advisors
24
Citadel Advisors
Florida
$502K +$500K +10,244 New
Nomura Asset Management
25
Nomura Asset Management
Japan
$490K