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iShares Global Utilities ETF
JXI

68 hedge funds and large institutions have $68.9M invested in iShares Global Utilities ETF in 2019 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3.69% less ownership

Funds ownership: 37.83% → 34.14% (-3.7%)

7% less funds holding

Funds holding: 73 → 68 (-5)

10% less capital invested

Capital invested by funds: $76.7M → $68.9M (-$7.73M)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

41% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 29

Holders
68
Holders Change
-5
Holders Change %
-6.85%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
17
Reduced
29
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$2.84M
2
LPL Financial
LPL Financial
California
+$2.2M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$774K
4
DI
DFPG Investments
Utah
+$401K
5
TC
TownSquare Capital
Utah
+$360K

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.5M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.57M
3
BFA
Beaumont Financial Advisors
Massachusetts
-$1.82M
4
NR
Newfound Research
Massachusetts
-$1.28M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$979K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$599K -$8.07K -149 -1%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$534K -$37.4K -691 -7%
BCM
28
Brookstone Capital Management
Illinois
$500K -$546K -10,084 -52%
EAM
29
Evanson Asset Management
California
$426K -$10.6K -196 -2%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$419K -$195K -3,598 -32%
ASN
31
Advisory Services Network
Georgia
$418K +$25.2K +466 +6%
DI
32
DFPG Investments
Utah
$409K +$401K +7,401 New
NAM
33
NTV Asset Management
West Virginia
$398K -$16.2K -300 -4%
Kayne Anderson Rudnick Investment Management
34
Kayne Anderson Rudnick Investment Management
California
$387K -$47.9K -885 -11%
SC
35
Slow Capital
California
$369K -$40.9K -756 -10%
TC
36
TownSquare Capital
Utah
$363K +$360K +6,657 New
CAM
37
Concorde Asset Management
Michigan
$350K -$52.2K -964 -13%
CPC
38
Cookson Peirce & Co
Pennsylvania
$299K -$9.2K -170 -3%
CBFP
39
Cedar Brook Financial Partners
Ohio
$286K -$37.8K -698 -12%
CRC
40
Curi RMB Capital
Illinois
$264K -$99.4K -1,836 -28%
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$258K – – –
TFF
42
The Family Firm
Maryland
$238K +$3.3K +61 +1%
FAAS
43
First Allied Advisory Services
California
$233K -$62.4K -1,152 -21%
AP
44
Advisors Preferred
Maryland
$172K +$161K +2,971 +1,597%
AG
45
Advisor Group
Arizona
$149K -$294K -5,433 -66%
FDCDDQ
46
Federation des caisses Desjardins du Quebec
Quebec, Canada
$137K – – –
AIM
47
Anchor Investment Management
South Carolina
$84.6K -$10.8K -200 -11%
PA
48
Parallel Advisors
California
$60K +$16.2K +300 +38%
William Blair & Company
49
William Blair & Company
Illinois
$43K – – –
SFA
50
Semmax Financial Advisors
North Carolina
$42K – – –
1
2
3

JXI Hedge Fund Activity: Q2 2019 in Review

68 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Global Utilities ETF (JXI) for Q2 2019, worth a combined $68.9M — down 10% from $76.7M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of JXI and 5 opened new positions — a net loss of 2 holders — while 29 trimmed existing stakes and 17 added.

The largest buyer was Jane Street, adding an estimated $2.84M. The largest seller was Envestnet Asset Management, cutting an estimated $4.5M.

  • 68 institutional investors held iShares Global Utilities ETF (JXI) as of Q2 2019, down from 73 in Q1 2019.
  • Funds reported $68.9M of iShares Global Utilities ETF stock for Q2 2019, down 10% quarter-over-quarter.
  • 5 funds opened new iShares Global Utilities ETF positions in Q2 2019 and 7 closed out, a net change of -2 holders.
  • The largest iShares Global Utilities ETF buyer in Q2 2019 was Jane Street, an estimated $2.84M added.
  • The largest iShares Global Utilities ETF seller in Q2 2019 was Envestnet Asset Management, an estimated $4.5M sold.

Based on aggregated 13F filings for Q2 2019.