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iShares Global Utilities ETF
JXI

60 hedge funds and large institutions have $54.7M invested in iShares Global Utilities ETF in 2021 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 12

39% more capital invested

Capital invested by funds: $39.4M → $54.7M (+$15.3M)

6.7% more ownership

Funds ownership: 26.75% → 33.45% (+6.7%)

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

0% more funds holding

Funds holding: 60 → 60 (0)

Holders
60
Holders Change
–
Holders Change %
0%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
17
Reduced
12
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAMS
Pictet Asset Management (Switzerland)
Switzerland
+$16.1M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3.83M
3
BPC
Banque Pictet & Cie
Switzerland
+$2.97M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.14M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.08M

Top Sellers

1
Jane Street
Jane Street
New York
-$4.6M
2
Ameriprise
Ameriprise
Minnesota
-$2.26M
3
Bank of America
Bank of America
North Carolina
-$1.83M
4
JP Morgan Chase
JP Morgan Chase
New York
-$1.41M
5
UBS Group
UBS Group
Switzerland
-$1.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$359K -$16.7K -271 -5%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$332K – – –
NAM
28
NTV Asset Management
West Virginia
$317K -$24.7K -400 -8%
Truist Financial
29
Truist Financial
North Carolina
$294K +$15.6K +252 +6%
BlackRock
30
BlackRock
New York
$254K -$68.2K -1,104 -22%
Macquarie Group
31
Macquarie Group
Australia
$239K +$228K +3,695 New
Kayne Anderson Rudnick Investment Management
32
Kayne Anderson Rudnick Investment Management
California
$182K +$618 +10 +0.4%
Bessemer Group
33
Bessemer Group
New Jersey
$153K – – –
FDCDDQ
34
Federation des caisses Desjardins du Quebec
Quebec, Canada
$145K – – –
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$113K – – –
PA
36
Parallel Advisors
California
$71K – – –
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$66K – – –
AWM
38
Atticus Wealth Management
Florida
$65K – – –
AA
39
Addison Advisors
Vermont
$61K +$43.9K +710 +303%
AIM
40
Anchor Investment Management
South Carolina
$51.8K – – –
NFSG
41
Newbridge Financial Services Group
Florida
$49K – – –
FRA
42
Front Row Advisors
California
$40K – – –
ED
43
Exane Derivatives
France
$20.8K +$2.41K +39 +14%
GWM
44
Geneos Wealth Management
Colorado
$19K – – –
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$19K +$18.5K +300 New
ACK
46
Andrew C. Karlinski
$18K +$17.6K +284 New
LB
47
Legacy Bridge
Iowa
$15K – – –
SFM
48
Signet Financial Management
New Jersey
$14K +$13.6K +220 New
GEA
49
Glen Eagle Advisors
New Jersey
$13.5K +$803 +13 +7%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$13K – – –
1
2
3

JXI Hedge Fund Activity: Q4 2021 in Review

60 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Global Utilities ETF (JXI) for Q4 2021, worth a combined $54.7M — up 39% from $39.4M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new JXI positions and 12 closed out — a net gain of 1 holder — while 17 added to existing stakes and 12 trimmed.

The largest buyer was Pictet Asset Management (Switzerland), opening a new position worth an estimated $16.1M. The largest seller was Jane Street, exiting entirely with an estimated $4.6M sold.

  • 60 institutional investors held iShares Global Utilities ETF (JXI) as of Q4 2021, unchanged from Q3 2021.
  • Funds reported $54.7M of iShares Global Utilities ETF stock for Q4 2021, up 39% quarter-over-quarter.
  • 13 funds opened new iShares Global Utilities ETF positions in Q4 2021 and 12 closed out, a net change of +1 holder.
  • The largest iShares Global Utilities ETF buyer in Q4 2021 was Pictet Asset Management (Switzerland), an estimated $16.1M added.
  • The largest iShares Global Utilities ETF seller in Q4 2021 was Jane Street, an estimated $4.6M sold.

Based on aggregated 13F filings for Q4 2021.