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iShares Global Utilities ETF

62 hedge funds and large institutions have $69.4M invested in iShares Global Utilities ETF in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

29% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 14

27% more capital invested

Capital invested by funds: $54.7M → $69.4M (+$14.7M)

5.08% more ownership

Funds ownership: 33.45%38.53% (+5.1%)

3% more funds holding

Funds holding: 6062 (+2)

Holders
62
Holders Change
+2
Holders Change %
+3.33%
% of All Funds
0.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
18
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAMS
1
Pictet Asset Management (Switzerland)
Switzerland
$32.1M +$14.2M +227,750 +88%
Morgan Stanley
2
Morgan Stanley
New York
$5.51M +$649K +10,376 +14%
BPC
3
Banque Pictet & Cie
Switzerland
$3.9M +$703K +11,250 +23%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.78M +$1.55M +24,792 +142%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.64M +$672K +10,757 +37%
WSTAM
6
Wilbanks Smith & Thomas Asset Management
Virginia
$2.26M +$225K +3,604 +11%
AAS
7
Avantax Advisory Services
Texas
$1.83M +$91K +1,455 +6%
LPL Financial
8
LPL Financial
California
$1.74M -$136K -2,181 -8%
UBS Group
9
UBS Group
Switzerland
$1.73M +$340K +5,434 +26%
Bank of America
10
Bank of America
North Carolina
$1.47M +$7.06K +113 +0.5%
CBFP
11
Cedar Brook Financial Partners
Ohio
$1.26M +$3.19K +51 +0.3%
Ameriprise
12
Ameriprise
Minnesota
$1.19M +$37.1K +594 +3%
IFS
13
Ifrah Financial Services
Arkansas
$1.16M -$257K -4,111 -19%
Jane Street
14
Jane Street
New York
$992K +$941K +15,060 New
SF
15
Synovus Financial
Georgia
$988K -$8.75K -140 -0.9%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$682K -$5K -80 -0.8%
SC
17
Slow Capital
California
$622K -$23.6K -377 -4%
Osaic Holdings
18
Osaic Holdings
Arizona
$598K +$10.8K +172 +2%
ASN
19
Advisory Services Network
Georgia
$548K -$813 -13 -0.2%
Wells Fargo
20
Wells Fargo
California
$512K -$6.44K -103 -1%
EAM
21
Evanson Asset Management
California
$437K -$5K -80 -1%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$404K +$3.81K +61 +1%
TFF
23
The Family Firm
Maryland
$403K
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$372K +$33.1K +530 +10%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$352K -$12.5K -200 -4%