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iShares Global Utilities ETF

62 hedge funds and large institutions have $37M invested in iShares Global Utilities ETF in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

73% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 11

7% more funds holding

Funds holding: 5862 (+4)

2.98% less ownership

Funds ownership: 28.9%25.92% (-3%)

15% less capital invested

Capital invested by funds: $43.7M → $37M (-$6.75M)

Holders
62
Holders Change
+4
Holders Change %
+6.9%
% of All Funds
1.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
19
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$5.25M +$2.73M +44,166 +100%
Morgan Stanley
2
Morgan Stanley
New York
$4.25M +$116K +1,878 +3%
TAS
3
TIFF Advisory Services
Pennsylvania
$4.03M
Ameriprise
4
Ameriprise
Minnesota
$3.01M -$223K -3,602 -7%
WSTAM
5
Wilbanks Smith & Thomas Asset Management
Virginia
$2.1M +$2.18M +35,255 New
Bank of America
6
Bank of America
North Carolina
$1.94M +$311K +5,024 +18%
LPL Financial
7
LPL Financial
California
$1.66M -$42K -678 -2%
UCFA
8
United Capital Financial Advisors
Texas
$1.43M +$57.3K +925 +4%
AAS
9
Avantax Advisory Services
Texas
$1.38M +$182K +2,935 +15%
CBFP
10
Cedar Brook Financial Partners
Ohio
$1.02M +$6.75K +109 +0.6%
UBS Group
11
UBS Group
Switzerland
$986K -$156K -2,516 -13%
IFS
12
Ifrah Financial Services
Arkansas
$965K +$10.3K +167 +1%
SF
13
Synovus Financial
Georgia
$874K +$11.9K +193 +1%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$646K +$135K +2,175 +25%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$614K +$18K +290 +3%
SC
16
Slow Capital
California
$578K +$220K +3,551 +58%
Osaic Holdings
17
Osaic Holdings
Arizona
$514K -$6.5K -105 -1%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$482K -$709K -11,450 -59%
ASN
19
Advisory Services Network
Georgia
$476K -$9.72K -157 -2%
Wells Fargo
20
Wells Fargo
California
$421K +$9.72K +157 +2%
EAM
21
Evanson Asset Management
California
$401K +$49.7K +803 +13%
TFF
22
The Family Firm
Maryland
$359K +$52K +840 +16%
NAM
23
NTV Asset Management
West Virginia
$357K
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$346K +$42.5K +687 +13%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$336K -$991 -16 -0.3%