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iShares Global Utilities ETF

61 hedge funds and large institutions have $34.6M invested in iShares Global Utilities ETF in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less funds holding

Funds holding: 6261 (-1)

4.11% less ownership

Funds ownership: 30.09%25.98% (-4.1%)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

24% less capital invested

Capital invested by funds: $45.7M → $34.6M (-$11.1M)

46% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 24

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
61
Holders Change
-1
Holders Change %
-1.61%
% of All Funds
1.25%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
13
Reduced
24
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$5.58M +$5.21M +98,815 +1,663%
Morgan Stanley
2
Morgan Stanley
New York
$3.67M -$155K -2,940 -4%
Citadel Advisors
3
Citadel Advisors
Florida
$3.33M +$3.29M +62,376 New
NR
4
Newfound Research
Massachusetts
$2.83M +$1.33M +25,266 +91%
PAMU
5
Pictet Asset Management (UK)
United Kingdom
$2.45M -$738K -14,000 -23%
LPL Financial
6
LPL Financial
California
$1.34M -$21.9K -416 -2%
MCM
7
Maryland Capital Management
Maryland
$1.32M +$65.6K +1,245 +5%
IFS
8
Ifrah Financial Services
Arkansas
$1.01M -$20.4K -388 -2%
UBS Group
9
UBS Group
Switzerland
$1M +$30K +569 +3%
UCFA
10
United Capital Financial Advisors
Texas
$874K -$49.5K -940 -5%
SF
11
Synovus Financial
Georgia
$828K -$954K -18,093 -54%
Bank of America
12
Bank of America
North Carolina
$801K -$30.1K -571 -4%
JP Morgan Chase
13
JP Morgan Chase
New York
$774K +$2.11K +40 +0.3%
CBFP
14
Cedar Brook Financial Partners
Ohio
$759K +$10K +190 +1%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$705K -$7.22M -137,054 -91%
Ameriprise
16
Ameriprise
Minnesota
$677K +$101K +1,920 +18%
Osaic Holdings
17
Osaic Holdings
Arizona
$672K +$170K +3,234 +34%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$616K +$89K +1,689 +17%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$556K -$25K -475 -4%
ASN
20
Advisory Services Network
Georgia
$484K -$45.2K -857 -9%
Wells Fargo
21
Wells Fargo
California
$464K -$163K -3,087 -26%
EAM
22
Evanson Asset Management
California
$420K +$1.42K +27 +0.3%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$354K -$338K -6,404 -49%
SC
24
Slow Capital
California
$335K -$1.16K -22 -0.3%
NAM
25
NTV Asset Management
West Virginia
$325K -$36.9K -700 -10%