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iShares Global Utilities ETF

62 hedge funds and large institutions have $45.7M invested in iShares Global Utilities ETF in 2020 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5.32% less ownership

Funds ownership: 35.4%30.09% (-5.3%)

13% less funds holding

Funds holding: 7162 (-9)

33% less capital invested

Capital invested by funds: $68.6M → $45.7M (-$22.9M)

61% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 28

70% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 10

Holders
62
Holders Change
-9
Holders Change %
-12.68%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
11
Reduced
28
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$7.61M +$6.33M +109,273 +266%
CIM
2
Cambria Investment Management
California
$5.53M -$555K -9,581 -8%
WSTAM
3
Wilbanks Smith & Thomas Asset Management
Virginia
$5.34M -$1.16M -20,040 -16%
Morgan Stanley
4
Morgan Stanley
New York
$3.64M -$135K -2,321 -3%
PAMU
5
Pictet Asset Management (UK)
United Kingdom
$3.04M -$5.07M -87,504 -59%
SF
6
Synovus Financial
Georgia
$1.72M +$750K +12,931 +62%
NR
7
Newfound Research
Massachusetts
$1.41M -$3.19M -55,039 -66%
LPL Financial
8
LPL Financial
California
$1.3M -$2.72M -46,928 -65%
IC
9
InterOcean Capital
Illinois
$1.2M -$44.4K -766 -3%
MCM
10
Maryland Capital Management
Maryland
$1.19M +$42.5K +733 +3%
IFS
11
Ifrah Financial Services
Arkansas
$976K +$141K +2,440 +14%
UBS Group
12
UBS Group
Switzerland
$926K -$12.6K -217 -1%
UCFA
13
United Capital Financial Advisors
Texas
$878K
Bank of America
14
Bank of America
North Carolina
$790K -$94.8K -1,635 -9%
JP Morgan Chase
15
JP Morgan Chase
New York
$734K -$5.1K -88 -0.6%
CBFP
16
Cedar Brook Financial Partners
Ohio
$712K +$85.4K +1,474 +12%
Nomura Asset Management
17
Nomura Asset Management
Japan
$709K -$748K -12,900 -48%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$660K -$84.1K -1,451 -10%
Wells Fargo
19
Wells Fargo
California
$597K -$411K -7,096 -38%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$553K -$8.64K -149 -1%
Ameriprise
21
Ameriprise
Minnesota
$546K -$192K -3,317 -24%
ASN
22
Advisory Services Network
Georgia
$504K +$4.35K +75 +0.8%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$499K +$52.7K +909 +10%
Osaic Holdings
24
Osaic Holdings
Arizona
$476K +$544K +9,381 New
Bessemer Group
25
Bessemer Group
New Jersey
$418K +$428K +7,385 +844%