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iShares Global Utilities ETF
JXI

60 hedge funds and large institutions have $45.1M invested in iShares Global Utilities ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more capital invested

Capital invested by funds: $34.9M → $45.1M (+$10.2M)

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

10.7% more ownership

Funds ownership: 24.3% → 35% (+11%)

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

2% less funds holding

Funds holding: 61 → 60 (-1)

Holders
60
Holders Change
-1
Holders Change %
-1.64%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
15
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIS
Strategic Investment Solutions
Illinois
+$8.78M
2
Jane Street
Jane Street
New York
+$6.22M
3
Bank of America
Bank of America
North Carolina
+$1.26M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$812K
5
GIA
Gladstone Institutional Advisory
Florida
+$280K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.65M
2
UBS Group
UBS Group
Switzerland
-$819K
3
Citadel Advisors
Citadel Advisors
Florida
-$432K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$230K
5
KC
Knuff & Co
California
-$112K
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$270K – – –
WSTAM
27
Wilbanks Smith & Thomas Asset Management
Virginia
$267K – – –
GIA
28
Gladstone Institutional Advisory
Florida
$259K +$280K +4,797 New
NAM
29
NTV Asset Management
West Virginia
$254K – – –
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$247K -$15.3K -263 -5%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$231K -$84K -1,440 -25%
Bessemer Group
32
Bessemer Group
New Jersey
$137K – – –
FDCDDQ
33
Federation des caisses Desjardins du Quebec
Quebec, Canada
$135K +$23.3K +400 +19%
BSB
34
Bangor Savings Bank
Maine
$80.7K – – –
Kayne Anderson Rudnick Investment Management
35
Kayne Anderson Rudnick Investment Management
California
$78K – – –
Fifth Third Bancorp
36
Fifth Third Bancorp
Ohio
$60.8K – – –
PA
37
Parallel Advisors
California
$59.4K – – –
AWM
38
Atticus Wealth Management
Florida
$54K – – –
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$54K – – –
AIM
40
Anchor Investment Management
South Carolina
$44.3K +$1.17K +20 +3%
AA
41
Addison Advisors
Vermont
$40.7K -$11.7K -200 -21%
NFSG
42
Newbridge Financial Services Group
Florida
$40.5K – – –
NA
43
NewEdge Advisors
Louisiana
$37.9K +$36.3K +622 +778%
Comerica Bank
44
Comerica Bank
Texas
$37.7K +$40.7K +698 New
GEA
45
Glen Eagle Advisors
New Jersey
$34.2K -$58 -1 -0.2%
FRA
46
Front Row Advisors
California
$33.3K – – –
TWC
47
TD Waterhouse Canada
Ontario, Canada
$29.3K – – –
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$23.9K +$22.9K +393 New
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$16K – – –
TF
50
Tompkins Financial
New York
$13.5K -$2.92K -50 -17%
1
2
3

JXI Hedge Fund Activity: Q3 2023 in Review

60 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Global Utilities ETF (JXI) for Q3 2023, worth a combined $45.1M — up 29% from $34.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new JXI positions and 4 closed out — a net gain of 1 holder — while 15 added to existing stakes and 16 trimmed.

The largest buyer was Strategic Investment Solutions, adding an estimated $8.78M. The largest seller was Morgan Stanley, cutting an estimated $1.65M.

  • 60 institutional investors held iShares Global Utilities ETF (JXI) as of Q3 2023, down from 61 in Q2 2023.
  • Funds reported $45.1M of iShares Global Utilities ETF stock for Q3 2023, up 29% quarter-over-quarter.
  • 5 funds opened new iShares Global Utilities ETF positions in Q3 2023 and 4 closed out, a net change of +1 holder.
  • The largest iShares Global Utilities ETF buyer in Q3 2023 was Strategic Investment Solutions, an estimated $8.78M added.
  • The largest iShares Global Utilities ETF seller in Q3 2023 was Morgan Stanley, an estimated $1.65M sold.

Based on aggregated 13F filings for Q3 2023.