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iShares Global Utilities ETF

58 hedge funds and large institutions have $36.2M invested in iShares Global Utilities ETF in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $34.6M → $36.2M (+$1.6M)

0.17% less ownership

Funds ownership: 25.98%25.81% (-0.17%)

5% less funds holding

Funds holding: 6158 (-3)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

58% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 19

Holders
58
Holders Change
-3
Holders Change %
-4.92%
% of All Funds
1.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
8
Reduced
19
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$5.85M +$5.56M +99,164 +1,973%
Morgan Stanley
2
Morgan Stanley
New York
$5.33M +$1.46M +26,004 +38%
Jane Street
3
Jane Street
New York
$5.21M -$665K -11,856 -11%
TAS
4
TIFF Advisory Services
Pennsylvania
$3M +$2.99M +53,310 New
AAS
5
Avantax Advisory Services
Texas
$1.83M +$1.84M +32,725 New
LPL Financial
6
LPL Financial
California
$1.48M +$66.2K +1,180 +5%
IFS
7
Ifrah Financial Services
Arkansas
$1.05M -$9.65K -172 -0.9%
UBS Group
8
UBS Group
Switzerland
$1.04M -$23.3K -415 -2%
UCFA
9
United Capital Financial Advisors
Texas
$929K +$8.41K +150 +0.9%
Bank of America
10
Bank of America
North Carolina
$927K +$83.3K +1,486 +10%
CBFP
11
Cedar Brook Financial Partners
Ohio
$893K +$94K +1,675 +12%
SF
12
Synovus Financial
Georgia
$852K -$19.1K -341 -2%
Ameriprise
13
Ameriprise
Minnesota
$770K +$56.4K +1,005 +8%
PAMU
14
Pictet Asset Management (UK)
United Kingdom
$614K -$1.97M -35,070 -76%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$586K
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$494K -$154K -2,745 -24%
ASN
17
Advisory Services Network
Georgia
$492K -$18.2K -324 -4%
Osaic Holdings
18
Osaic Holdings
Arizona
$484K -$224K -3,997 -32%
Wells Fargo
19
Wells Fargo
California
$411K -$77.7K -1,385 -16%
FTUS
20
Flow Traders U.S.
New York
$401K +$401K +7,143 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$366K -$6.39K -114 -2%
SC
22
Slow Capital
California
$361K +$9.03K +161 +3%
NAM
23
NTV Asset Management
West Virginia
$342K
EAM
24
Evanson Asset Management
California
$333K -$108K -1,931 -25%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$324K