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iShares Global Utilities ETF

68 hedge funds and large institutions have $47.7M invested in iShares Global Utilities ETF in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

8% more funds holding

Funds holding: 6368 (+5)

5.5% less ownership

Funds ownership: 37.89%32.39% (-5.5%)

15% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 20

19% less capital invested

Capital invested by funds: $59.1M → $47.7M (-$11.4M)

Holders
68
Holders Change
+5
Holders Change %
+7.94%
% of All Funds
1.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
17
Reduced
20
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$7.66M -$2.91M -50,131 -28%
PAMS
2
Pictet Asset Management (Switzerland)
Switzerland
$5.36M -$12.2M -211,332 -70%
Morgan Stanley
3
Morgan Stanley
New York
$5.3M +$10.7K +185 +0.2%
OMC
4
Old Mission Capital
Illinois
$2.42M +$2.33M +40,228 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.08M -$1.09M -18,730 -35%
UBS Group
6
UBS Group
Switzerland
$2.07M +$279K +4,819 +16%
WSTAM
7
Wilbanks Smith & Thomas Asset Management
Virginia
$1.92M -$234K -4,041 -11%
AAS
8
Avantax Advisory Services
Texas
$1.8M +$23.1K +398 +1%
LPL Financial
9
LPL Financial
California
$1.6M -$5.16K -89 -0.3%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.5M -$907K -15,644 -39%
CBFP
11
Cedar Brook Financial Partners
Ohio
$1.22M +$25.2K +435 +2%
Bank of America
12
Bank of America
North Carolina
$1.21M -$210K -3,626 -15%
Ameriprise
13
Ameriprise
Minnesota
$1.08M +$2.55K +44 +0.2%
Bessemer Group
14
Bessemer Group
New Jersey
$981K +$738K +12,740 +356%
IFS
15
Ifrah Financial Services
Arkansas
$939K -$6.72K -116 -0.7%
SF
16
Synovus Financial
Georgia
$900K -$8K -138 -0.9%
Citadel Advisors
17
Citadel Advisors
Florida
$806K -$309K -5,325 -28%
CS
18
Credit Suisse
Switzerland
$681K +$192K +3,315 +41%
Mariner
19
Mariner
Kansas
$678K +$653K +11,265 New
SC
20
Slow Capital
California
$656K -$29.7K -512 -4%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$576K +$3.77K +65 +0.7%
Truist Financial
22
Truist Financial
North Carolina
$532K +$4.7K +81 +0.9%
ASN
23
Advisory Services Network
Georgia
$503K -$5.39K -93 -1%
Osaic Holdings
24
Osaic Holdings
Arizona
$455K -$50.1K -864 -10%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$424K +$408K +7,047 New