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iShares Global Utilities ETF

58 hedge funds and large institutions have $43.7M invested in iShares Global Utilities ETF in 2021 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $42.3M → $43.7M (+$1.43M)

0.15% more ownership

Funds ownership: 28.75%28.9% (+0.15%)

0% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 14

5% less funds holding

Funds holding: 6158 (-3)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
58
Holders Change
-3
Holders Change %
-4.92%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
14
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$343K -$6.04K -102 -2%
TFF
27
The Family Firm
Maryland
$315K +$41.1K +693 +15%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$311K -$44.7K -754 -13%
SWA
29
Sightline Wealth Advisors
Connecticut
$309K
SPIA
30
Steward Partners Investment Advisory
New York
$270K +$264K +4,455 New
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$242K
Kayne Anderson Rudnick Investment Management
32
Kayne Anderson Rudnick Investment Management
California
$197K -$20K -337 -9%
Bessemer Group
33
Bessemer Group
New Jersey
$144K
FDCDDQ
34
Federation des caisses Desjardins du Quebec
Quebec, Canada
$136K
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$106K
PA
36
Parallel Advisors
California
$67K
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$62K +$59.2K +1,000 +4,762%
AWM
38
Atticus Wealth Management
Florida
$61K
AIM
39
Anchor Investment Management
South Carolina
$48.4K
NFSG
40
Newbridge Financial Services Group
Florida
$45K
FRA
41
Front Row Advisors
California
$37K
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$18K
GWM
43
Geneos Wealth Management
Colorado
$18K
LB
44
Legacy Bridge
Iowa
$14K
SIM
45
Sonora Investment Management
Arizona
$13K
CAAS
46
Capital Asset Advisory Services
Michigan
$12K
GEA
47
Glen Eagle Advisors
New Jersey
$11.8K
William Blair & Company
48
William Blair & Company
Illinois
$11K
HI
49
Harbour Investments
Wisconsin
$11K +$10.4K +176 New
JCM
50
Jacobi Capital Management
Pennsylvania
$8K

JXI Hedge Fund Activity: Q1 2021 in Review

58 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Global Utilities ETF (JXI) for Q1 2021, worth a combined $43.7M — up 3.4% from $42.3M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of JXI and 2 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 14 added.

The largest buyer was Ameriprise, adding an estimated $2.38M. The largest seller was Susquehanna International Group, cutting an estimated $908K.

  • 58 institutional investors held iShares Global Utilities ETF (JXI) as of Q1 2021, down from 61 in Q4 2020.
  • Funds reported $43.7M of iShares Global Utilities ETF stock for Q1 2021, up 3.4% quarter-over-quarter.
  • 2 funds opened new iShares Global Utilities ETF positions in Q1 2021 and 3 closed out, a net change of -1 holder.
  • The largest iShares Global Utilities ETF buyer in Q1 2021 was Ameriprise, an estimated $2.38M added.
  • The largest iShares Global Utilities ETF seller in Q1 2021 was Susquehanna International Group, an estimated $908K sold.

Based on aggregated 13F filings for Q1 2021.