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iShares Global Utilities ETF

60 hedge funds and large institutions have $45.1M invested in iShares Global Utilities ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more capital invested

Capital invested by funds: $34.9M → $45.1M (+$10.2M)

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

10.7% more ownership

Funds ownership: 24.3%35% (+11%)

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

2% less funds holding

Funds holding: 6160 (-1)

Holders
60
Holders Change
-1
Holders Change %
-1.64%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
15
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
1
Strategic Investment Solutions
Illinois
$8.95M +$8.78M +150,412 +5,134%
Jane Street
2
Jane Street
New York
$7.11M +$6.22M +106,634 +425%
Morgan Stanley
3
Morgan Stanley
New York
$5.73M -$1.65M -28,282 -21%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.28M +$812K +13,917 +49%
Bank of America
5
Bank of America
North Carolina
$1.98M +$1.26M +21,564 +143%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.66M -$40.2K -689 -2%
AAS
7
Avantax Advisory Services
Texas
$1.58M +$1.4K +24 +0.1%
Citadel Advisors
8
Citadel Advisors
Florida
$1.51M -$432K -7,396 -21%
LPL Financial
9
LPL Financial
California
$1.46M -$17K -291 -1%
Ameriprise
10
Ameriprise
Minnesota
$1.45M +$82.1K +1,407 +6%
CBFP
11
Cedar Brook Financial Partners
Ohio
$1.13M
UBS Group
12
UBS Group
Switzerland
$1.05M -$819K -14,030 -42%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$1.05M -$13.2K -227 -1%
SF
14
Synovus Financial
Georgia
$695K -$10.3K -176 -1%
SC
15
Slow Capital
California
$557K -$111K -1,900 -16%
Wells Fargo
16
Wells Fargo
California
$545K +$94K +1,611 +19%
Truist Financial
17
Truist Financial
North Carolina
$515K -$52.5K -900 -9%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$513K +$53.9K +924 +11%
Osaic Holdings
19
Osaic Holdings
Arizona
$470K +$74K +1,268 +17%
IFS
20
Ifrah Financial Services
Arkansas
$463K +$175 +3 +0%
ASN
21
Advisory Services Network
Georgia
$442K +$9.63K +165 +2%
TFF
22
The Family Firm
Maryland
$410K +$70.7K +1,212 +19%
EAM
23
Evanson Asset Management
California
$352K
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$287K -$8.81K -151 -3%
AWS
25
Atria Wealth Solutions
New York
$284K