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iShares Global Utilities ETF

62 hedge funds and large institutions have $69.4M invested in iShares Global Utilities ETF in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

29% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 14

27% more capital invested

Capital invested by funds: $54.7M → $69.4M (+$14.7M)

5.08% more ownership

Funds ownership: 33.45%38.53% (+5.1%)

3% more funds holding

Funds holding: 6062 (+2)

Holders
62
Holders Change
+2
Holders Change %
+3.33%
% of All Funds
0.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
18
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$329K +$313K +5,000 New
NAM
27
NTV Asset Management
West Virginia
$323K
Truist Financial
28
Truist Financial
North Carolina
$304K +$5.13K +82 +2%
CPC
29
Cookson Peirce & Co
Pennsylvania
$221K +$210K +3,352 New
AWS
30
Atria Wealth Solutions
New York
$216K +$205K +3,281 New
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$213K -$3.68M -58,810 -95%
Bessemer Group
32
Bessemer Group
New Jersey
$156K
FDCDDQ
33
Federation des caisses Desjardins du Quebec
Quebec, Canada
$148K
Kayne Anderson Rudnick Investment Management
34
Kayne Anderson Rudnick Investment Management
California
$119K -$62.2K -995 -35%
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$115K
T
36
TCWP
Ohio
$112K +$107K +1,710 New
AA
37
Addison Advisors
Vermont
$89K +$25.4K +406 +43%
PA
38
Parallel Advisors
California
$72K
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$67K
AWM
40
Atticus Wealth Management
Florida
$66K
AIM
41
Anchor Investment Management
South Carolina
$52.7K
NFSG
42
Newbridge Financial Services Group
Florida
$49K
FRA
43
Front Row Advisors
California
$41K
ED
44
Exane Derivatives
France
$23.5K +$2.19K +35 +11%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$23K +$21.9K +350 New
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$20K
TF
47
Tompkins Financial
New York
$20K +$18.8K +300 New
ACK
48
Andrew C. Karlinski
$19K
GWM
49
Geneos Wealth Management
Colorado
$19K
LB
50
Legacy Bridge
Iowa
$15K

JXI Hedge Fund Activity: Q1 2022 in Review

62 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Global Utilities ETF (JXI) for Q1 2022, worth a combined $69.4M — up 27% from $54.7M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new JXI positions and 5 closed out — a net gain of 2 holders — while 18 added to existing stakes and 14 trimmed.

The largest buyer was Pictet Asset Management (Switzerland), adding an estimated $14.2M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $3.68M.

  • 62 institutional investors held iShares Global Utilities ETF (JXI) as of Q1 2022, up from 60 in Q4 2021.
  • Funds reported $69.4M of iShares Global Utilities ETF stock for Q1 2022, up 27% quarter-over-quarter.
  • 7 funds opened new iShares Global Utilities ETF positions in Q1 2022 and 5 closed out, a net change of +2 holders.
  • The largest iShares Global Utilities ETF buyer in Q1 2022 was Pictet Asset Management (Switzerland), an estimated $14.2M added.
  • The largest iShares Global Utilities ETF seller in Q1 2022 was Cambridge Investment Research Advisors, an estimated $3.68M sold.

Based on aggregated 13F filings for Q1 2022.