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iShares Global Utilities ETF
JXI

59 hedge funds and large institutions have $31.5M invested in iShares Global Utilities ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.78% less ownership

Funds ownership: 32.39% → 23.61% (-8.8%)

13% less funds holding

Funds holding: 68 → 59 (-9)

29% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 17

34% less capital invested

Capital invested by funds: $47.7M → $31.5M (-$16.2M)

82% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 11

Holders
59
Holders Change
-9
Holders Change %
-13.24%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
12
Reduced
17
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.93M
2
Ameriprise
Ameriprise
Minnesota
+$421K
3
T
TCWP
Ohio
+$267K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$227K
5
SIS
Strategic Investment Solutions
Illinois
+$174K

Top Sellers

1
Jane Street
Jane Street
New York
-$5.53M
2
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$5.01M
3
OMC
Old Mission Capital
Illinois
-$2.42M
4
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
-$1.59M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
WSTAM
26
Wilbanks Smith & Thomas Asset Management
Virginia
$299K -$1.59M -26,883 -84%
NAM
27
NTV Asset Management
West Virginia
$284K – – –
PAMS
28
Pictet Asset Management (Switzerland)
Switzerland
$281K -$5.01M -84,464 -95%
SIS
29
Strategic Investment Solutions
Illinois
$177K +$174K +2,930 New
Bessemer Group
30
Bessemer Group
New Jersey
$154K -$817K -13,775 -84%
Macquarie Group
31
Macquarie Group
Australia
$147K – – –
FDCDDQ
32
Federation des caisses Desjardins du Quebec
Quebec, Canada
$127K -$8.89K -150 -7%
BSB
33
Bangor Savings Bank
Maine
$90.4K – – –
Kayne Anderson Rudnick Investment Management
34
Kayne Anderson Rudnick Investment Management
California
$87K – – –
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$71.2K – – –
AA
36
Addison Advisors
Vermont
$66.7K – – –
PA
37
Parallel Advisors
California
$66.5K – – –
AWM
38
Atticus Wealth Management
Florida
$60.4K – – –
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$60.4K – – –
AIM
40
Anchor Investment Management
South Carolina
$48.4K – – –
NFSG
41
Newbridge Financial Services Group
Florida
$45.3K – – –
FRA
42
Front Row Advisors
California
$37K – – –
TWC
43
TD Waterhouse Canada
Ontario, Canada
$34.1K – – –
AAS
44
Ameritas Advisory Services
Nebraska
$18.6K +$18.2K +307 New
TF
45
Tompkins Financial
New York
$18.1K – – –
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$18K – – –
GEA
47
Glen Eagle Advisors
New Jersey
$15.7K – – –
LB
48
Legacy Bridge
Iowa
$14.1K – – –
VCM
49
Vigilant Capital Management
Maine
$14K +$3.56K +60 +36%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$11.4K -$20.8K -350 -65%
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JXI Hedge Fund Activity: Q1 2023 in Review

59 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Global Utilities ETF (JXI) for Q1 2023, worth a combined $31.5M — down 34% from $47.7M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of JXI and 2 opened new positions — a net loss of 9 holders — while 17 trimmed existing stakes and 12 added.

The largest buyer was Morgan Stanley, adding an estimated $2.93M. The largest seller was Jane Street, cutting an estimated $5.53M.

  • 59 institutional investors held iShares Global Utilities ETF (JXI) as of Q1 2023, down from 68 in Q4 2022.
  • Funds reported $31.5M of iShares Global Utilities ETF stock for Q1 2023, down 34% quarter-over-quarter.
  • 2 funds opened new iShares Global Utilities ETF positions in Q1 2023 and 11 closed out, a net change of -9 holders.
  • The largest iShares Global Utilities ETF buyer in Q1 2023 was Morgan Stanley, an estimated $2.93M added.
  • The largest iShares Global Utilities ETF seller in Q1 2023 was Jane Street, an estimated $5.53M sold.

Based on aggregated 13F filings for Q1 2023.