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iShares Global Utilities ETF

52 hedge funds and large institutions have $44.1M invested in iShares Global Utilities ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more capital invested

Capital invested by funds: $35M → $44.1M (+$9.11M)

13% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 16

6.62% more ownership

Funds ownership: 22.01%28.63% (+6.6%)

4% less funds holding

Funds holding: 5452 (-2)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
52
Holders Change
-2
Holders Change %
-3.7%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
18
Reduced
16
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
1
Cambria Investment Management
California
$8.07M +$8.55M +125,748 New
Morgan Stanley
2
Morgan Stanley
New York
$6.31M +$1.14M +16,746 +21%
KAS
3
Kestra Advisory Services
Texas
$3.99M +$3.21M +47,267 +316%
UBS Group
4
UBS Group
Switzerland
$3.79M +$2.73M +40,138 +211%
LPL Financial
5
LPL Financial
California
$2.7M -$2.44M -35,904 -46%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$2.39M +$442K +6,495 +21%
Ameriprise
7
Ameriprise
Minnesota
$1.84M +$428K +6,303 +28%
AAS
8
Avantax Advisory Services
Texas
$1.77M -$14.3K -210 -0.8%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.63M -$95.4K -1,403 -5%
SEIA
10
Signature Estate & Investment Advisors
California
$1.49M +$28.2K +415 +2%
Bank of America
11
Bank of America
North Carolina
$1.37M +$165K +2,434 +13%
Osaic Holdings
12
Osaic Holdings
Arizona
$754K +$274K +4,029 +52%
Wells Fargo
13
Wells Fargo
California
$691K -$69.5K -1,022 -9%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$640K +$272 +4 +0%
TFF
15
The Family Firm
Maryland
$607K -$66.2K -974 -9%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$559K +$18.6K +273 +3%
Allianz Asset Management
17
Allianz Asset Management
Germany
$517K +$392K +5,760 +250%
Truist Financial
18
Truist Financial
North Carolina
$513K -$45.4K -668 -8%
CAM
19
Cresset Asset Management
Illinois
$505K -$267K -3,934 -33%
GI
20
GLOBALT Investments
Georgia
$494K -$12.6K -186 -2%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$438K +$16.3K +240 +4%
SC
22
Slow Capital
California
$381K -$17.5K -258 -4%
ASN
23
Advisory Services Network
Georgia
$366K -$15.4K -227 -4%
Goldman Sachs
24
Goldman Sachs
New York
$321K
NAM
25
NTV Asset Management
West Virginia
$269K -$34K -500 -11%