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iShares Global Utilities ETF
JXI

60 hedge funds and large institutions have $39.4M invested in iShares Global Utilities ETF in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 8

7% more capital invested

Capital invested by funds: $37M → $39.4M (+$2.42M)

0.83% more ownership

Funds ownership: 25.92% → 26.75% (+0.83%)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

3% less funds holding

Funds holding: 62 → 60 (-2)

Holders
60
Holders Change
-2
Holders Change %
-3.23%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
18
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$1.67M
2
JP Morgan Chase
JP Morgan Chase
New York
+$1.47M
3
Goldman Sachs
Goldman Sachs
New York
+$1.43M
4
Barclays
Barclays
United Kingdom
+$1.43M
5
Bank of America
Bank of America
North Carolina
+$1.2M

Top Sellers

1
TAS
TIFF Advisory Services
Pennsylvania
-$4.03M
2
Jane Street
Jane Street
New York
-$631K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$482K
4
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
-$337K
5
SWA
Sightline Wealth Advisors
Connecticut
-$305K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$324K -$19.4K -313 -5%
NAM
27
NTV Asset Management
West Virginia
$312K -$43.4K -700 -12%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$302K – – –
FTUS
29
Flow Traders U.S.
New York
$298K -$10.5K -170 -3%
BlackRock
30
BlackRock
New York
$296K – – –
Truist Financial
31
Truist Financial
North Carolina
$252K +$266K +4,289 New
Kayne Anderson Rudnick Investment Management
32
Kayne Anderson Rudnick Investment Management
California
$165K – – –
Bessemer Group
33
Bessemer Group
New Jersey
$140K – – –
FDCDDQ
34
Federation des caisses Desjardins du Quebec
Quebec, Canada
$132K – – –
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$103K – – –
PA
36
Parallel Advisors
California
$65K – – –
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$60K – – –
AWM
38
Atticus Wealth Management
Florida
$59K – – –
AIM
39
Anchor Investment Management
South Carolina
$47.1K – – –
NFSG
40
Newbridge Financial Services Group
Florida
$44K – – –
FRA
41
Front Row Advisors
California
$36K – – –
AAP
42
Arax Advisory Partners
Colorado
$19K – – –
GWM
43
Geneos Wealth Management
Colorado
$17K – – –
ED
44
Exane Derivatives
France
$16.7K – – –
LB
45
Legacy Bridge
Iowa
$14K – – –
AA
46
Addison Advisors
Vermont
$14K +$14.5K +234 New
CAAS
47
Capital Asset Advisory Services
Michigan
$12K – – –
SIM
48
Sonora Investment Management
Arizona
$12K – – –
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$12K +$5.83K +94 +85%
GEA
50
Glen Eagle Advisors
New Jersey
$11.5K – – –
1
2
3

JXI Hedge Fund Activity: Q3 2021 in Review

60 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Global Utilities ETF (JXI) for Q3 2021, worth a combined $39.4M — up 6.5% from $37M a quarter earlier.

Fund positioning in JXI was balanced in Q3 2021: 6 funds opened new positions, 6 closed out, 18 added to existing stakes and 8 trimmed.

The largest buyer was UBS Group, adding an estimated $1.67M. The largest seller was TIFF Advisory Services, exiting entirely with an estimated $4.03M sold.

  • 60 institutional investors held iShares Global Utilities ETF (JXI) as of Q3 2021, down from 62 in Q2 2021.
  • Funds reported $39.4M of iShares Global Utilities ETF stock for Q3 2021, up 6.5% quarter-over-quarter.
  • 6 funds opened new iShares Global Utilities ETF positions in Q3 2021 and 6 closed out, a net change of 0 holders.
  • The largest iShares Global Utilities ETF buyer in Q3 2021 was UBS Group, an estimated $1.67M added.
  • The largest iShares Global Utilities ETF seller in Q3 2021 was TIFF Advisory Services, an estimated $4.03M sold.

Based on aggregated 13F filings for Q3 2021.