We are live on ! Find out more
JXI icon

iShares Global Utilities ETF

54 hedge funds and large institutions have $35M invested in iShares Global Utilities ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $32.4M → $35M (+$2.6M)

8% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 13

0% more funds holding

Funds holding: 5454 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

4.57% less ownership

Funds ownership: 26.58%22.01% (-4.6%)

Holders
54
Holders Change
Holders Change %
0%
% 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
14
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$5.77M -$406K -6,231 -7%
LPL Financial
2
LPL Financial
California
$5.52M +$2.77M +42,536 +120%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.18M -$310K -4,755 -13%
AAS
4
Avantax Advisory Services
Texas
$1.97M
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.9M -$138K -2,115 -7%
SEIA
6
Signature Estate & Investment Advisors
California
$1.61M
Ameriprise
7
Ameriprise
Minnesota
$1.58M +$19.2K +294 +1%
UBS Group
8
UBS Group
Switzerland
$1.35M +$31.6K +485 +3%
Bank of America
9
Bank of America
North Carolina
$1.34M +$14.3K +220 +1%
KAS
10
Kestra Advisory Services
Texas
$1.06M -$2.83M -43,408 -74%
AP
11
Advisors Preferred
Maryland
$865K +$793K +12,169 New
CAM
12
Cresset Asset Management
Illinois
$835K -$2.04M -31,283 -73%
Wells Fargo
13
Wells Fargo
California
$834K +$5.35K +82 +0.7%
TFF
14
The Family Firm
Maryland
$738K -$326 -5 -0%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$706K +$1.43K +22 +0.2%
Truist Financial
16
Truist Financial
North Carolina
$612K +$1.56K +24 +0.3%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$597K -$12.7K -195 -2%
GI
18
GLOBALT Investments
Georgia
$558K -$13.8K -211 -3%
Osaic Holdings
19
Osaic Holdings
Arizona
$546K +$270K +4,144 +116%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$466K +$2.54K +39 +0.6%
SC
21
Slow Capital
California
$438K +$1.56K +24 +0.4%
ASN
22
Advisory Services Network
Georgia
$356K
Goldman Sachs
23
Goldman Sachs
New York
$354K -$39.3K -602 -11%
NAM
24
NTV Asset Management
West Virginia
$332K
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$232K +$214K +3,275 New