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iShares Global Utilities ETF

71 hedge funds and large institutions have $68.6M invested in iShares Global Utilities ETF in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 21

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

1% more funds holding

Funds holding: 7071 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

14.19% less ownership

Funds ownership: 49.59%35.4% (-14%)

64% less capital invested

Capital invested by funds: $192M → $68.6M (-$124M)

Holders
71
Holders Change
+1
Holders Change %
+1.43%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
25
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAMU
1
Pictet Asset Management (UK)
United Kingdom
$8.66M -$628K -10,886 -7%
WSTAM
2
Wilbanks Smith & Thomas Asset Management
Virginia
$7.37M +$101K +1,745 +1%
CIM
3
Cambria Investment Management
California
$6.98M +$67K +1,162 +1%
NR
4
Newfound Research
Massachusetts
$4.87M -$115K -2,000 -2%
Morgan Stanley
5
Morgan Stanley
New York
$4.36M -$73.9K -1,281 -2%
LPL Financial
6
LPL Financial
California
$4.26M +$67.7K +1,174 +2%
Goldman Sachs
7
Goldman Sachs
New York
$2.94M +$2.89M +50,100 New
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$2.41M +$2.1M +36,464 +803%
Citadel Advisors
9
Citadel Advisors
Florida
$1.72M +$1.33M +23,069 +376%
Nomura Asset Management
10
Nomura Asset Management
Japan
$1.58M
IC
11
InterOcean Capital
Illinois
$1.43M -$95.2K -1,651 -6%
MCM
12
Maryland Capital Management
Maryland
$1.34M +$96.3K +1,671 +8%
Jane Street
13
Jane Street
New York
$1.34M -$2.44M -42,353 -65%
SF
14
Synovus Financial
Georgia
$1.21M +$57.7K +1,001 +5%
Wells Fargo
15
Wells Fargo
California
$1.11M +$34.5K +598 +3%
UBS Group
16
UBS Group
Switzerland
$1.09M +$33.7K +585 +3%
UCFA
17
United Capital Financial Advisors
Texas
$1.02M -$4.32K -75 -0.4%
Bank of America
18
Bank of America
North Carolina
$1.01M -$183K -3,177 -16%
IFS
19
Ifrah Financial Services
Arkansas
$989K -$704K -12,211 -42%
JP Morgan Chase
20
JP Morgan Chase
New York
$856K +$840K +14,573 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$851K -$156K -2,698 -16%
Ameriprise
22
Ameriprise
Minnesota
$828K +$164K +2,844 +25%
BPC
23
Banque Pictet & Cie
Switzerland
$781K +$248K +4,300 +48%
CBFP
24
Cedar Brook Financial Partners
Ohio
$739K +$114K +1,980 +19%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$650K -$46.9K -813 -7%