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iShares Global Utilities ETF
JXI

61 hedge funds and large institutions have $42.3M invested in iShares Global Utilities ETF in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

17% more capital invested

Capital invested by funds: $36.2M → $42.3M (+$6.08M)

13% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 15

5% more funds holding

Funds holding: 58 → 61 (+3)

2.94% more ownership

Funds ownership: 25.81% → 28.75% (+2.9%)

Holders
61
Holders Change
+3
Holders Change %
+5.17%
% of All Funds
1.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
17
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$2.53M
2
Citadel Advisors
Citadel Advisors
Florida
+$2.07M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.77M
4
TP
Tranquility Partners
Tennessee
+$904K
5
TAS
TIFF Advisory Services
Pennsylvania
+$865K

Top Sellers

1
Jane Street
Jane Street
New York
-$2.96M
2
Morgan Stanley
Morgan Stanley
New York
-$1.71M
3
AAS
Avantax Advisory Services
Texas
-$1.28M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
-$614K
5
UBS Group
UBS Group
Switzerland
-$98.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
26
Evanson Asset Management
California
$357K +$595 +10 +0.2%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$354K -$37.6K -632 -10%
SC
28
Slow Capital
California
$351K -$35K -589 -9%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$347K +$655 +11 +0.2%
SWA
30
Sightline Wealth Advisors
Connecticut
$306K +$304K +5,101 New
TFF
31
The Family Firm
Maryland
$273K +$3.57K +60 +1%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$240K +$238K +4,003 New
RJA
33
Raymond James & Associates
Florida
$228K +$226K +3,802 New
Kayne Anderson Rudnick Investment Management
34
Kayne Anderson Rudnick Investment Management
California
$215K -$833 -14 -0.4%
Bessemer Group
35
Bessemer Group
New Jersey
$142K – – –
FDCDDQ
36
Federation des caisses Desjardins du Quebec
Quebec, Canada
$135K – – –
Fifth Third Bancorp
37
Fifth Third Bancorp
Ohio
$105K – – –
PA
38
Parallel Advisors
California
$66K – – –
AWM
39
Atticus Wealth Management
Florida
$60K – – –
AIM
40
Anchor Investment Management
South Carolina
$48.1K – – –
NFSG
41
Newbridge Financial Services Group
Florida
$45K – – –
FRA
42
Front Row Advisors
California
$37K – – –
AAP
43
Arax Advisory Partners
Colorado
$19K – – –
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$18K – – –
GWM
45
Geneos Wealth Management
Colorado
$18K – – –
LB
46
Legacy Bridge
Iowa
$14K – – –
SIM
47
Sonora Investment Management
Arizona
$13K – – –
CAAS
48
Capital Asset Advisory Services
Michigan
$12K – – –
GEA
49
Glen Eagle Advisors
New Jersey
$11.7K – – –
William Blair & Company
50
William Blair & Company
Illinois
$11K -$8.99K -151 -44%
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JXI Hedge Fund Activity: Q4 2020 in Review

61 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Global Utilities ETF (JXI) for Q4 2020, worth a combined $42.3M — up 17% from $36.2M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new JXI positions and 5 closed out — a net gain of 5 holders — while 17 added to existing stakes and 15 trimmed.

The largest buyer was BlackRock, adding an estimated $2.53M. The largest seller was Jane Street, cutting an estimated $2.96M.

  • 61 institutional investors held iShares Global Utilities ETF (JXI) as of Q4 2020, up from 58 in Q3 2020.
  • Funds reported $42.3M of iShares Global Utilities ETF stock for Q4 2020, up 17% quarter-over-quarter.
  • 10 funds opened new iShares Global Utilities ETF positions in Q4 2020 and 5 closed out, a net change of +5 holders.
  • The largest iShares Global Utilities ETF buyer in Q4 2020 was BlackRock, an estimated $2.53M added.
  • The largest iShares Global Utilities ETF seller in Q4 2020 was Jane Street, an estimated $2.96M sold.

Based on aggregated 13F filings for Q4 2020.