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iShares Global Utilities ETF
JXI

68 hedge funds and large institutions have $47.7M invested in iShares Global Utilities ETF in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

8% more funds holding

Funds holding: 63 → 68 (+5)

5.5% less ownership

Funds ownership: 37.89% → 32.39% (-5.5%)

15% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 20

19% less capital invested

Capital invested by funds: $59.1M → $47.7M (-$11.4M)

Holders
68
Holders Change
+5
Holders Change %
+7.94%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
17
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
Old Mission Capital
Illinois
+$2.33M
2
Bessemer Group
Bessemer Group
New Jersey
+$738K
3
Mariner
Mariner
Kansas
+$653K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$408K
5
UBS Group
UBS Group
Switzerland
+$279K

Top Sellers

1
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$12.2M
2
Jane Street
Jane Street
New York
-$2.91M
3
BPC
Banque Pictet & Cie
Switzerland
-$2.02M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.09M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$907K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$419K -$754 -13 -0.2%
EAM
27
Evanson Asset Management
California
$400K +$464 +8 +0.1%
TFF
28
The Family Firm
Maryland
$379K +$5.16K +89 +1%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$374K +$9.22K +159 +3%
AWS
30
Atria Wealth Solutions
New York
$319K +$174 +3 +0.1%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$314K -$9.39K -162 -3%
Goldman Sachs
32
Goldman Sachs
New York
$301K – – –
NAM
33
NTV Asset Management
West Virginia
$283K – – –
T
34
TCWP
Ohio
$227K +$218K +3,768 New
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$200K +$193K +3,332 New
Macquarie Group
36
Macquarie Group
Australia
$146K – – –
FDCDDQ
37
Federation des caisses Desjardins du Quebec
Quebec, Canada
$135K – – –
BSB
38
Bangor Savings Bank
Maine
$90K – – –
Kayne Anderson Rudnick Investment Management
39
Kayne Anderson Rudnick Investment Management
California
$86.5K -$22.4K -387 -21%
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$70.9K – – –
AA
41
Addison Advisors
Vermont
$66.4K -$20.1K -346 -24%
PA
42
Parallel Advisors
California
$66.2K – – –
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$60.2K -$1.22K -21 -2%
AWM
44
Atticus Wealth Management
Florida
$60.2K – – –
AIM
45
Anchor Investment Management
South Carolina
$48.1K – – –
NFSG
46
Newbridge Financial Services Group
Florida
$45.1K – – –
FRA
47
Front Row Advisors
California
$37K – – –
TWC
48
TD Waterhouse Canada
Ontario, Canada
$34.1K +$32.9K +567 New
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$32.4K +$10.9K +188 +54%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$18K – – –
1
2
3

JXI Hedge Fund Activity: Q4 2022 in Review

68 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Global Utilities ETF (JXI) for Q4 2022, worth a combined $47.7M — down 19% from $59.1M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new JXI positions and 4 closed out — a net gain of 6 holders — while 17 added to existing stakes and 20 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $2.33M. The largest seller was Pictet Asset Management (Switzerland), cutting an estimated $12.2M.

  • 68 institutional investors held iShares Global Utilities ETF (JXI) as of Q4 2022, up from 63 in Q3 2022.
  • Funds reported $47.7M of iShares Global Utilities ETF stock for Q4 2022, down 19% quarter-over-quarter.
  • 10 funds opened new iShares Global Utilities ETF positions in Q4 2022 and 4 closed out, a net change of +6 holders.
  • The largest iShares Global Utilities ETF buyer in Q4 2022 was Old Mission Capital, an estimated $2.33M added.
  • The largest iShares Global Utilities ETF seller in Q4 2022 was Pictet Asset Management (Switzerland), an estimated $12.2M sold.

Based on aggregated 13F filings for Q4 2022.