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iShares Global Utilities ETF

61 hedge funds and large institutions have $47.1M invested in iShares Global Utilities ETF in 2018 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $43.4M → $47.1M (+$3.72M)

0.83% more ownership

Funds ownership: 30.05%30.88% (+0.83%)

2% less funds holding

Funds holding: 6261 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

35% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 17

Holders
61
Holders Change
-1
Holders Change %
-1.61%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
11
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NR
1
Newfound Research
Massachusetts
$8.62M +$1.52M +30,598 +21%
Morgan Stanley
2
Morgan Stanley
New York
$7.86M -$1.26M -25,380 -14%
Jane Street
3
Jane Street
New York
$3.8M +$1.16M +23,235 +43%
Citadel Advisors
4
Citadel Advisors
Florida
$2.57M +$2.09M +41,955 +410%
WI
5
WrapManager Inc
California
$1.98M +$316K +6,354 +19%
IC
6
InterOcean Capital
Illinois
$1.43M -$18K -362 -1%
BCM
7
Brookstone Capital Management
Illinois
$1.4M +$166K +3,344 +13%
LPL Financial
8
LPL Financial
California
$1.39M +$3.43K +69 +0.2%
IFS
9
Ifrah Financial Services
Arkansas
$1.25M -$12.5K -252 -1%
ACM
10
Aviance Capital Management
Florida
$1.22M -$133K -2,682 -10%
UBS Group
11
UBS Group
Switzerland
$1.08M +$49.6K +998 +5%
SF
12
Synovus Financial
Georgia
$1.08M -$92.3K -1,856 -8%
Wells Fargo
13
Wells Fargo
California
$995K -$204K -4,111 -17%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$994K +$1M +20,181 New
BlackRock
15
BlackRock
New York
$914K
UCFA
16
United Capital Financial Advisors
Texas
$887K
Bank of America
17
Bank of America
North Carolina
$871K -$200K -4,020 -19%
GT
18
Greenleaf Trust
Michigan
$745K
RJFSA
19
Raymond James Financial Services Advisors
Florida
$676K -$518K -10,413 -43%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$583K +$57.1K +1,149 +11%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$557K -$3.78K -76 -0.7%
Ameriprise
22
Ameriprise
Minnesota
$515K -$53.6K -1,078 -9%
Kayne Anderson Rudnick Investment Management
23
Kayne Anderson Rudnick Investment Management
California
$504K -$20.2K -407 -4%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$472K
Fidelity International
25
Fidelity International
Bermuda
$469K +$53K +1,066 +13%