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iShares Global Utilities ETF

61 hedge funds and large institutions have $34.9M invested in iShares Global Utilities ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

11% more capital invested

Capital invested by funds: $31.5M → $34.9M (+$3.36M)

3% more funds holding

Funds holding: 5961 (+2)

0.69% more ownership

Funds ownership: 23.61%24.3% (+0.69%)

13% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 16

Holders
61
Holders Change
+2
Holders Change %
+3.39%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
14
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$8.04M -$187K -3,062 -2%
Citadel Advisors
2
Citadel Advisors
Florida
$2.12M +$2.16M +35,398 New
UBS Group
3
UBS Group
Switzerland
$2M +$434K +7,125 +27%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.87M -$218K -3,575 -10%
AAS
5
Avantax Advisory Services
Texas
$1.75M -$15.7K -258 -0.9%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.69M +$1.25M +20,497 +265%
LPL Financial
7
LPL Financial
California
$1.64M +$23.1K +380 +1%
Ameriprise
8
Ameriprise
Minnesota
$1.52M +$26.2K +430 +2%
Jane Street
9
Jane Street
New York
$1.5M -$548K -8,990 -26%
CBFP
10
Cedar Brook Financial Partners
Ohio
$1.26M +$26K +426 +2%
Baird Financial Group
11
Baird Financial Group
Wisconsin
$1.17M +$1.19M +19,596 New
Bank of America
12
Bank of America
North Carolina
$899K -$223K -3,655 -20%
SF
13
Synovus Financial
Georgia
$781K -$60.9K -1,000 -7%
SC
14
Slow Capital
California
$731K +$109K +1,791 +17%
Truist Financial
15
Truist Financial
North Carolina
$624K +$35.5K +582 +6%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$513K -$77.2K -1,268 -13%
IFS
17
Ifrah Financial Services
Arkansas
$512K +$3.84K +63 +0.7%
Wells Fargo
18
Wells Fargo
California
$507K -$47.8K -785 -8%
ASN
19
Advisory Services Network
Georgia
$479K +$183 +3 +0%
Osaic Holdings
20
Osaic Holdings
Arizona
$445K -$47.4K -778 -9%
EAM
21
Evanson Asset Management
California
$390K +$366 +6 +0.1%
TFF
22
The Family Firm
Maryland
$382K +$5.06K +83 +1%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$342K -$9.99K -164 -3%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$327K -$329K -5,407 -50%
AWS
25
Atria Wealth Solutions
New York
$315K -$1.83K -30 -0.6%