We are live on ! Find out more
JXI icon

iShares Global Utilities ETF
JXI

61 hedge funds and large institutions have $34.9M invested in iShares Global Utilities ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

11% more capital invested

Capital invested by funds: $31.5M → $34.9M (+$3.36M)

3% more funds holding

Funds holding: 59 → 61 (+2)

0.69% more ownership

Funds ownership: 23.61% → 24.3% (+0.69%)

13% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 16

Holders
61
Holders Change
+2
Holders Change %
+3.39%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
14
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$2.16M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.25M
3
Baird Financial Group
Baird Financial Group
Wisconsin
+$1.19M
4
UBS Group
UBS Group
Switzerland
+$434K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$234K

Top Sellers

1
Jane Street
Jane Street
New York
-$548K
2
T
TCWP
Ohio
-$500K
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$329K
4
Bank of America
Bank of America
North Carolina
-$223K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$218K
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$299K – – –
WSTAM
27
Wilbanks Smith & Thomas Asset Management
Virginia
$296K – – –
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$290K -$22.5K -370 -7%
NAM
29
NTV Asset Management
West Virginia
$281K – – –
PAMS
30
Pictet Asset Management (Switzerland)
Switzerland
$278K – – –
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$230K +$234K +3,842 New
SIS
32
Strategic Investment Solutions
Illinois
$173K – – –
Bessemer Group
33
Bessemer Group
New Jersey
$152K – – –
FDCDDQ
34
Federation des caisses Desjardins du Quebec
Quebec, Canada
$125K – – –
KC
35
Knuff & Co
California
$112K +$114K +1,875 New
BSB
36
Bangor Savings Bank
Maine
$89.4K – – –
Kayne Anderson Rudnick Investment Management
37
Kayne Anderson Rudnick Investment Management
California
$86.2K +$244 +4 +0.3%
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$67.3K -$3.17K -52 -4%
PA
39
Parallel Advisors
California
$65.8K – – –
AWM
40
Atticus Wealth Management
Florida
$59.8K – – –
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$59.8K – – –
AA
42
Addison Advisors
Vermont
$57K -$9.14K -150 -14%
AIM
43
Anchor Investment Management
South Carolina
$47.8K – – –
NFSG
44
Newbridge Financial Services Group
Florida
$44.8K – – –
GEA
45
Glen Eagle Advisors
New Jersey
$37.9K +$22.9K +376 +145%
FRA
46
Front Row Advisors
California
$37K – – –
TWC
47
TD Waterhouse Canada
Ontario, Canada
$34.1K – – –
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$18K – – –
TF
49
Tompkins Financial
New York
$17.9K – – –
LB
50
Legacy Bridge
Iowa
$13.9K – – –
1
2
3

JXI Hedge Fund Activity: Q2 2023 in Review

61 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Global Utilities ETF (JXI) for Q2 2023, worth a combined $34.9M — up 11% from $31.5M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new JXI positions and 4 closed out — a net gain of 2 holders — while 14 added to existing stakes and 16 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $2.16M. The largest seller was Jane Street, cutting an estimated $548K.

  • 61 institutional investors held iShares Global Utilities ETF (JXI) as of Q2 2023, up from 59 in Q1 2023.
  • Funds reported $34.9M of iShares Global Utilities ETF stock for Q2 2023, up 11% quarter-over-quarter.
  • 6 funds opened new iShares Global Utilities ETF positions in Q2 2023 and 4 closed out, a net change of +2 holders.
  • The largest iShares Global Utilities ETF buyer in Q2 2023 was Citadel Advisors, an estimated $2.16M added.
  • The largest iShares Global Utilities ETF seller in Q2 2023 was Jane Street, an estimated $548K sold.

Based on aggregated 13F filings for Q2 2023.