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iShares Global Utilities ETF

60 hedge funds and large institutions have $39.4M invested in iShares Global Utilities ETF in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 8

7% more capital invested

Capital invested by funds: $37M → $39.4M (+$2.42M)

0.83% more ownership

Funds ownership: 25.92%26.75% (+0.83%)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

3% less funds holding

Funds holding: 6260 (-2)

Holders
60
Holders Change
-2
Holders Change %
-3.23%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
18
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$4.6M -$631K -10,171 -12%
Morgan Stanley
2
Morgan Stanley
New York
$4.39M +$193K +3,113 +4%
Ameriprise
3
Ameriprise
Minnesota
$3.18M +$206K +3,331 +7%
Bank of America
4
Bank of America
North Carolina
$3.06M +$1.2M +19,291 +59%
UBS Group
5
UBS Group
Switzerland
$2.56M +$1.67M +26,905 +162%
LPL Financial
6
LPL Financial
California
$1.77M +$131K +2,114 +8%
WSTAM
7
Wilbanks Smith & Thomas Asset Management
Virginia
$1.75M -$337K -5,438 -15%
AAS
8
Avantax Advisory Services
Texas
$1.48M +$116K +1,864 +8%
UCFA
9
United Capital Financial Advisors
Texas
$1.47M +$61.9K +999 +4%
JP Morgan Chase
10
JP Morgan Chase
New York
$1.41M +$1.47M +23,761 +18,138%
Goldman Sachs
11
Goldman Sachs
New York
$1.36M +$1.43M +23,085 New
Barclays
12
Barclays
United Kingdom
$1.35M +$1.43M +23,022 New
IFS
13
Ifrah Financial Services
Arkansas
$1.16M +$217K +3,500 +22%
CBFP
14
Cedar Brook Financial Partners
Ohio
$989K -$24.9K -402 -2%
SF
15
Synovus Financial
Georgia
$868K +$1.74K +28 +0.2%
Citadel Advisors
16
Citadel Advisors
Florida
$781K +$822K +13,267 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$639K +$744 +12 +0.1%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$620K +$12.4K +200 +2%
SC
19
Slow Capital
California
$573K +$1.24K +20 +0.2%
Osaic Holdings
20
Osaic Holdings
Arizona
$498K -$12K -194 -2%
ASN
21
Advisory Services Network
Georgia
$479K +$7.87K +127 +2%
Wells Fargo
22
Wells Fargo
California
$471K +$57.5K +927 +13%
EAM
23
Evanson Asset Management
California
$403K
TFF
24
The Family Firm
Maryland
$373K
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$343K +$10.1K +163 +3%