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iShares Global Utilities ETF
JXI

56 hedge funds and large institutions have $33.9M invested in iShares Global Utilities ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less funds holding

Funds holding: 60 → 56 (-4)

8.62% less ownership

Funds ownership: 35% → 26.39% (-8.6%)

25% less capital invested

Capital invested by funds: $45.1M → $33.9M (-$11.2M)

38% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 21

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

Holders
56
Holders Change
-4
Holders Change %
-6.67%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
13
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$4.8M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$755K
3
KAS
Kestra Advisory Services
Texas
+$412K
4
LPL Financial
LPL Financial
California
+$212K
5
Bessemer Group
Bessemer Group
New Jersey
+$208K

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
-$8.48M
2
Jane Street
Jane Street
New York
-$5.7M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.51M
4
Baird Financial Group
Baird Financial Group
Wisconsin
-$1.05M
5
Bank of America
Bank of America
North Carolina
-$956K
Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
26
Gladstone Institutional Advisory
Florida
$235K -$43.6K -775 -16%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$229K -$20.6K -366 -9%
FDCDDQ
28
Federation des caisses Desjardins du Quebec
Quebec, Canada
$206K +$57.7K +1,027 +41%
SIS
29
Strategic Investment Solutions
Illinois
$143K -$8.48M -150,904 -98%
BSB
30
Bangor Savings Bank
Maine
$87.4K – – –
Kayne Anderson Rudnick Investment Management
31
Kayne Anderson Rudnick Investment Management
California
$84.7K +$337 +6 +0.4%
CAM
32
Creekmur Asset Management
Illinois
$71K +$68.3K +1,215 New
AIM
33
Anchor Investment Management
South Carolina
$65.5K +$16.9K +300 +37%
PA
34
Parallel Advisors
California
$64.3K – – –
AWM
35
Atticus Wealth Management
Florida
$58.5K – – –
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$58.5K – – –
AA
37
Addison Advisors
Vermont
$44.1K – – –
NFSG
38
Newbridge Financial Services Group
Florida
$43.8K – – –
Comerica Bank
39
Comerica Bank
Texas
$40.8K – – –
NA
40
NewEdge Advisors
Louisiana
$38.3K -$2.64K -47 -7%
GEA
41
Glen Eagle Advisors
New Jersey
$37.1K +$56 +1 +0.2%
TWC
42
TD Waterhouse Canada
Ontario, Canada
$33.4K – – –
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$32.8K -$31.7K -564 -50%
FRA
44
Front Row Advisors
California
$24.7K -$11K -195 -32%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$18K +$337 +6 +2%
TF
46
Tompkins Financial
New York
$14.6K – – –
LB
47
Legacy Bridge
Iowa
$13.6K – – –
Fidelity Investments
48
Fidelity Investments
Massachusetts
$10.8K -$169 -3 -2%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$10.4K -$12.1K -216 -55%
IPW
50
Impact Partnership Wealth
Georgia
$10.2K – – –
1
2
3

JXI Hedge Fund Activity: Q4 2023 in Review

56 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Global Utilities ETF (JXI) for Q4 2023, worth a combined $33.9M — down 25% from $45.1M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of JXI and 4 opened new positions — a net loss of 4 holders — while 21 trimmed existing stakes and 13 added.

The largest buyer was Morgan Stanley, adding an estimated $4.8M. The largest seller was Strategic Investment Solutions, cutting an estimated $8.48M.

  • 56 institutional investors held iShares Global Utilities ETF (JXI) as of Q4 2023, down from 60 in Q3 2023.
  • Funds reported $33.9M of iShares Global Utilities ETF stock for Q4 2023, down 25% quarter-over-quarter.
  • 4 funds opened new iShares Global Utilities ETF positions in Q4 2023 and 8 closed out, a net change of -4 holders.
  • The largest iShares Global Utilities ETF buyer in Q4 2023 was Morgan Stanley, an estimated $4.8M added.
  • The largest iShares Global Utilities ETF seller in Q4 2023 was Strategic Investment Solutions, an estimated $8.48M sold.

Based on aggregated 13F filings for Q4 2023.