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iShares Global Utilities ETF

71 hedge funds and large institutions have $63.8M invested in iShares Global Utilities ETF in 2018 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 17 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

35% more capital invested

Capital invested by funds: $47.1M → $63.8M (+$16.7M)

16% more funds holding

Funds holding: 6171 (+10)

9.45% more ownership

Funds ownership: 30.88%40.33% (+9.5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

19% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 21

Holders
71
Holders Change
+10
Holders Change %
+16.39%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
17
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NR
1
Newfound Research
Massachusetts
$9.31M +$727K +14,529 +8%
WSTAM
2
Wilbanks Smith & Thomas Asset Management
Virginia
$7.8M +$7.95M +158,770 New
CIM
3
Cambria Investment Management
California
$6.1M +$6.22M +124,262 New
Morgan Stanley
4
Morgan Stanley
New York
$6.1M -$1.77M -35,335 -22%
Bessemer Group
5
Bessemer Group
New Jersey
$5.66M +$5.75M +114,915 +34,823%
Citadel Advisors
6
Citadel Advisors
Florida
$3.29M +$741K +14,793 +28%
WI
7
WrapManager Inc
California
$2.15M +$184K +3,676 +9%
Mirae Asset Global Investments
8
Mirae Asset Global Investments
South Korea
$1.46M +$1.49M +29,800 New
IC
9
InterOcean Capital
Illinois
$1.4M -$30.7K -614 -2%
LPL Financial
10
LPL Financial
California
$1.37M -$19.7K -394 -1%
BCM
11
Brookstone Capital Management
Illinois
$1.31M -$90.5K -1,808 -6%
IFS
12
Ifrah Financial Services
Arkansas
$1.21M -$35.9K -717 -3%
UBS Group
13
UBS Group
Switzerland
$1.05M -$27.3K -546 -2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.01M +$15.9K +317 +2%
SF
15
Synovus Financial
Georgia
$997K -$81.9K -1,636 -7%
BlackRock
16
BlackRock
New York
$921K +$8.96K +179 +1%
ACM
17
Aviance Capital Management
Florida
$920K -$300K -5,988 -24%
Nomura Asset Management
18
Nomura Asset Management
Japan
$864K +$531K +10,600 +151%
UCFA
19
United Capital Financial Advisors
Texas
$860K -$24.7K -493 -3%
Wells Fargo
20
Wells Fargo
California
$783K -$213K -4,253 -21%
GT
21
Greenleaf Trust
Michigan
$707K -$36.9K -737 -5%
Bank of America
22
Bank of America
North Carolina
$704K -$169K -3,370 -19%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$657K -$17.7K -354 -3%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$566K +$10.9K +218 +2%
Fidelity International
25
Fidelity International
Bermuda
$556K +$91.8K +1,833 +19%