We are live on ! Find out more
JXI icon

iShares Global Utilities ETF

54 hedge funds and large institutions have $32.4M invested in iShares Global Utilities ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

4% more funds holding

Funds holding: 5254 (+2)

1% more capital invested

Capital invested by funds: $32M → $32.4M (+$361K)

0.77% more ownership

Funds ownership: 25.82%26.58% (+0.77%)

0% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 15

Holders
54
Holders Change
+2
Holders Change %
+3.85%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
15
Reduced
15
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
$5.26M -$480K -7,874 -8%
Jane Street
2
Jane Street
New York
$3.11M -$1.06M -17,390 -25%
CAM
3
Cresset Asset Management
Illinois
$2.58M +$2.63M +43,090 New
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.13M -$776K -12,720 -26%
LPL Financial
5
LPL Financial
California
$2.12M +$280K +4,591 +15%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.73M -$169K -2,767 -9%
AAS
7
Avantax Advisory Services
Texas
$1.67M -$7.75K -127 -0.5%
SEIA
8
Signature Estate & Investment Advisors
California
$1.36M +$1.39M +22,773 New
Ameriprise
9
Ameriprise
Minnesota
$1.32M -$21.7K -356 -2%
Bank of America
10
Bank of America
North Carolina
$1.12M +$27.8K +455 +2%
UBS Group
11
UBS Group
Switzerland
$1.11M +$79.2K +1,299 +8%
KAS
12
Kestra Advisory Services
Texas
$851K +$2.21M +36,258 +164%
Wells Fargo
13
Wells Fargo
California
$701K +$69.8K +1,144 +11%
TFF
14
The Family Firm
Maryland
$625K +$7.62K +125 +1%
AWS
15
Atria Wealth Solutions
New York
$618K +$330K +5,410 +110%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$596K +$265K +4,338 +77%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$517K -$7.87K -129 -1%
Truist Financial
18
Truist Financial
North Carolina
$517K -$61 -1 -0%
GI
19
GLOBALT Investments
Georgia
$485K -$53.6K -879 -10%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$392K +$22.9K +376 +6%
SC
21
Slow Capital
California
$369K +$2.32K +38 +0.6%
ASN
22
Advisory Services Network
Georgia
$356K -$1.71K -28 -0.5%
Goldman Sachs
23
Goldman Sachs
New York
$335K +$36.7K +602 +12%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$285K +$284K +4,651 New
NAM
25
NTV Asset Management
West Virginia
$281K