We are live on ! Find out more
JXI icon

iShares Global Utilities ETF

73 hedge funds and large institutions have $76.7M invested in iShares Global Utilities ETF in 2019 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 14 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

20% more capital invested

Capital invested by funds: $63.8M → $76.7M (+$12.9M)

3% more funds holding

Funds holding: 7173 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.5% less ownership

Funds ownership: 40.33%37.83% (-2.5%)

46% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 26

Holders
73
Holders Change
+2
Holders Change %
+2.82%
% 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
14
Increased
14
Reduced
26
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WSTAM
1
Wilbanks Smith & Thomas Asset Management
Virginia
$7.55M -$996K -19,161 -12%
PAMU
2
Pictet Asset Management (UK)
United Kingdom
$7.32M +$156K +3,000 +2%
CIM
3
Cambria Investment Management
California
$6.79M +$74.2K +1,428 +1%
NR
4
Newfound Research
Massachusetts
$6.69M -$3.42M -65,769 -35%
Morgan Stanley
5
Morgan Stanley
New York
$6.67M -$44.7K -861 -0.7%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$5.59M +$4.31M +82,913 +404%
Citadel Advisors
7
Citadel Advisors
Florida
$3.55M -$70.6K -1,358 -2%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$2.34M +$2.25M +43,302 New
Jane Street
9
Jane Street
New York
$1.93M +$1.85M +35,675 New
BFA
10
Beaumont Financial Advisors
Massachusetts
$1.82M +$1.75M +33,664 New
WI
11
WrapManager Inc
California
$1.64M -$707K -13,612 -31%
IC
12
InterOcean Capital
Illinois
$1.62M +$76.2K +1,467 +5%
LPL Financial
13
LPL Financial
California
$1.61M +$94.6K +1,820 +7%
IFS
14
Ifrah Financial Services
Arkansas
$1.33M -$3.17K -61 -0.2%
Mirae Asset Global Investments
15
Mirae Asset Global Investments
South Korea
$1.32M -$281K -5,400 -18%
UBS Group
16
UBS Group
Switzerland
$1.28M +$115K +2,206 +10%
MCM
17
Maryland Capital Management
Maryland
$1.13M +$1.08M +20,831 New
SF
18
Synovus Financial
Georgia
$1.06M -$36.8K -708 -3%
BCM
19
Brookstone Capital Management
Illinois
$1.04M -$388K -7,460 -28%
BlackRock
20
BlackRock
New York
$1.01M
Nomura Asset Management
21
Nomura Asset Management
Japan
$951K
UCFA
22
United Capital Financial Advisors
Texas
$935K -$11.4K -220 -1%
ACM
23
Aviance Capital Management
Florida
$928K -$81.3K -1,565 -8%
Bank of America
24
Bank of America
North Carolina
$871K +$92.6K +1,782 +12%
GT
25
Greenleaf Trust
Michigan
$653K -$120K -2,313 -16%