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iShares Global Utilities ETF
JXI

71 hedge funds and large institutions have $63.8M invested in iShares Global Utilities ETF in 2018 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 17 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

35% more capital invested

Capital invested by funds: $47.1M → $63.8M (+$16.7M)

16% more funds holding

Funds holding: 61 → 71 (+10)

9.45% more ownership

Funds ownership: 30.88% → 40.33% (+9.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

19% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 21

Holders
71
Holders Change
+10
Holders Change %
+16.39%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
17
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
+$7.95M
2
PAMU
Pictet Asset Management (UK)
United Kingdom
+$6.63M
3
CIM
Cambria Investment Management
California
+$6.22M
4
Bessemer Group
Bessemer Group
New Jersey
+$5.75M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$1.49M

Top Sellers

1
Jane Street
Jane Street
New York
-$3.8M
2
Morgan Stanley
Morgan Stanley
New York
-$1.77M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$583K
4
ACM
Aviance Capital Management
Florida
-$300K
5
Wells Fargo
Wells Fargo
California
-$213K
Name Holding Trade Value Shares
Change 		Change in
Stake
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$548K +$196K +3,920 +54%
Ameriprise
27
Ameriprise
Minnesota
$529K +$14.4K +287 +3%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$478K +$7.51K +150 +2%
CAM
29
Concorde Asset Management
Michigan
$442K +$453K +9,043 New
Kayne Anderson Rudnick Investment Management
30
Kayne Anderson Rudnick Investment Management
California
$404K -$98.9K -1,976 -19%
NAM
31
NTV Asset Management
West Virginia
$393K -$50.1K -1,000 -11%
EAM
32
Evanson Asset Management
California
$393K +$1.8K +36 +0.5%
SC
33
Slow Capital
California
$383K +$4.06K +81 +1%
BIA
34
Barry Investment Advisors
Massachusetts
$370K -$5.96K -119 -2%
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$302K – – –
CRC
36
Curi RMB Capital
Illinois
$258K -$41.8K -835 -14%
CBFP
37
Cedar Brook Financial Partners
Ohio
$234K +$238K +4,756 New
FAAS
38
First Allied Advisory Services
California
$225K – – –
TFF
39
The Family Firm
Maryland
$211K +$2.4K +48 +1%
FDCDDQ
40
Federation des caisses Desjardins du Quebec
Quebec, Canada
$123K -$10K -200 -7%
DBT
41
Dubuque Bank & Trust
Iowa
$123K +$125K +2,500 New
AIM
42
Anchor Investment Management
South Carolina
$85.9K -$5.01K -100 -5%
AG
43
Advisor Group
Arizona
$83K -$35.9K -718 -30%
DSI
44
Daiwa SB Investments
Japan
$57K +$58.6K +1,170 New
APC
45
Aspire Private Capital
North Carolina
$49K +$49.5K +988 New
SFA
46
Semmax Financial Advisors
North Carolina
$43K +$43.8K +874 New
PA
47
Parallel Advisors
California
$39K -$34.6K -691 -46%
FRA
48
Front Row Advisors
California
$35K – – –
AP
49
Advisors Preferred
Maryland
$34K +$34.5K +690 New
GEA
50
Glen Eagle Advisors
New Jersey
$31.2K – – –
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2
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JXI Hedge Fund Activity: Q4 2018 in Review

71 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Global Utilities ETF (JXI) for Q4 2018, worth a combined $63.8M — up 35% from $47.1M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new JXI positions and 6 closed out — a net gain of 10 holders — while 17 added to existing stakes and 21 trimmed.

The largest buyer was Wilbanks Smith & Thomas Asset Management, opening a new position worth an estimated $7.95M. The largest seller was Jane Street, exiting entirely with an estimated $3.8M sold.

  • 71 institutional investors held iShares Global Utilities ETF (JXI) as of Q4 2018, up from 61 in Q3 2018.
  • Funds reported $63.8M of iShares Global Utilities ETF stock for Q4 2018, up 35% quarter-over-quarter.
  • 16 funds opened new iShares Global Utilities ETF positions in Q4 2018 and 6 closed out, a net change of +10 holders.
  • The largest iShares Global Utilities ETF buyer in Q4 2018 was Wilbanks Smith & Thomas Asset Management, an estimated $7.95M added.
  • The largest iShares Global Utilities ETF seller in Q4 2018 was Jane Street, an estimated $3.8M sold.

Based on aggregated 13F filings for Q4 2018.