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iShares Global Utilities ETF

70 hedge funds and large institutions have $192M invested in iShares Global Utilities ETF in 2019 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more capital invested

Capital invested by funds: $68.9M → $192M (+$123M)

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

15.45% more ownership

Funds ownership: 34.14%49.59% (+15%)

3% more funds holding

Funds holding: 6870 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

36% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 25

Holders
70
Holders Change
+2
Holders Change %
+2.94%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
16
Reduced
25
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
1
AssetMark Inc
California
$117M +$112M +2,000,800 +22,231,111%
PAMU
2
Pictet Asset Management (UK)
United Kingdom
$9.24M +$937K +16,805 +12%
LTFS
3
Ladenburg Thalmann Financial Services
Florida
$7.31M +$6.56M +117,626 +1,533%
WSTAM
4
Wilbanks Smith & Thomas Asset Management
Virginia
$7.22M -$241K -4,318 -3%
CIM
5
Cambria Investment Management
California
$6.87M -$423K -7,590 -6%
NR
6
Newfound Research
Massachusetts
$4.95M -$853K -15,303 -15%
Morgan Stanley
7
Morgan Stanley
New York
$4.4M -$2.49M -44,733 -37%
LPL Financial
8
LPL Financial
California
$4.16M +$57K +1,022 +1%
Jane Street
9
Jane Street
New York
$3.8M -$1.28M -23,049 -26%
IFS
10
Ifrah Financial Services
Arkansas
$1.7M +$230K +4,130 +17%
Nomura Asset Management
11
Nomura Asset Management
Japan
$1.57M +$518K +9,300 +53%
IC
12
InterOcean Capital
Illinois
$1.52M -$41.9K -751 -3%
MCM
13
Maryland Capital Management
Maryland
$1.23M -$23.9K -429 -2%
Bank of America
14
Bank of America
North Carolina
$1.19M +$245K +4,399 +27%
SF
15
Synovus Financial
Georgia
$1.15M +$18.1K +325 +2%
BlackRock
16
BlackRock
New York
$1.11M
Wells Fargo
17
Wells Fargo
California
$1.07M +$262K +4,696 +35%
UBS Group
18
UBS Group
Switzerland
$1.05M -$19.6K -352 -2%
UCFA
19
United Capital Financial Advisors
Texas
$1.02M -$5.02K -90 -0.5%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1M -$169K -3,039 -15%
CAG
21
Csenge Advisory Group
Florida
$999K +$955K +17,128 New
WI
22
WrapManager Inc
California
$745K -$171K -3,067 -19%
GT
23
Greenleaf Trust
Michigan
$705K
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$693K
Ameriprise
25
Ameriprise
Minnesota
$665K +$15.5K +278 +3%