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iShares Global Utilities ETF
JXI

52 hedge funds and large institutions have $32M invested in iShares Global Utilities ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.57% less ownership

Funds ownership: 26.39% → 25.82% (-0.57%)

6% less capital invested

Capital invested by funds: $33.9M → $32M (-$1.91M)

7% less funds holding

Funds holding: 56 → 52 (-4)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

53% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 19

Holders
52
Holders Change
-4
Holders Change %
-7.14%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
9
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$2.21M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.18M
3
Citadel Advisors
Citadel Advisors
Florida
+$962K
4
KAS
Kestra Advisory Services
Texas
+$838K
5
CA
Cetera Advisors
Colorado
+$280K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$5.44M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$804K
3
IFS
Ifrah Financial Services
Arkansas
-$477K
4
Ameriprise
Ameriprise
Minnesota
-$309K
5
Bessemer Group
Bessemer Group
New Jersey
-$210K
Name Holding Trade Value Shares
Change 		Change in
Stake
NAM
26
NTV Asset Management
West Virginia
$278K – – –
Osaic Holdings
27
Osaic Holdings
Arizona
$251K -$30.4K -535 -11%
Bessemer Group
28
Bessemer Group
New Jersey
$150K -$210K -3,693 -59%
FDCDDQ
29
Federation des caisses Desjardins du Quebec
Quebec, Canada
$147K -$58.3K -1,027 -29%
BSB
30
Bangor Savings Bank
Maine
$88.3K – – –
Kayne Anderson Rudnick Investment Management
31
Kayne Anderson Rudnick Investment Management
California
$85.5K – – –
AIM
32
Anchor Investment Management
South Carolina
$66.1K – – –
PA
33
Parallel Advisors
California
$65K – – –
AWM
34
Atticus Wealth Management
Florida
$59K – – –
NFSG
35
Newbridge Financial Services Group
Florida
$44.3K – – –
Comerica Bank
36
Comerica Bank
Texas
$41.2K – – –
NA
37
NewEdge Advisors
Louisiana
$38.7K – – –
AA
38
Addison Advisors
Vermont
$38.6K -$5.68K -100 -13%
GEA
39
Glen Eagle Advisors
New Jersey
$36.7K -$738 -13 -2%
TWC
40
TD Waterhouse Canada
Ontario, Canada
$33.2K – – –
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$33.2K – – –
FRA
42
Front Row Advisors
California
$24.9K – – –
Carson Wealth (CWM LLC)
43
Carson Wealth (CWM LLC)
Nebraska
$18K – – –
CAM
44
Creekmur Asset Management
Illinois
$14.8K -$54.7K -964 -79%
TF
45
Tompkins Financial
New York
$14.8K – – –
LB
46
Legacy Bridge
Iowa
$13.8K – – –
IPW
47
Impact Partnership Wealth
Georgia
$10.3K – – –
CP
48
Castleview Partners
Texas
$6.38K – – –
National Bank of Canada
49
National Bank of Canada
Quebec, Canada
$6.36K – – –
CFGS
50
Concourse Financial Group Securities
Alabama
$5.9K – – –
1
2
3

JXI Hedge Fund Activity: Q1 2024 in Review

52 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Global Utilities ETF (JXI) for Q1 2024, worth a combined $32M — down 5.6% from $33.9M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of JXI and 3 opened new positions — a net loss of 3 holders — while 19 trimmed existing stakes and 9 added.

The largest buyer was Jane Street, adding an estimated $2.21M. The largest seller was Morgan Stanley, cutting an estimated $5.44M.

  • 52 institutional investors held iShares Global Utilities ETF (JXI) as of Q1 2024, down from 56 in Q4 2023.
  • Funds reported $32M of iShares Global Utilities ETF stock for Q1 2024, down 5.6% quarter-over-quarter.
  • 3 funds opened new iShares Global Utilities ETF positions in Q1 2024 and 6 closed out, a net change of -3 holders.
  • The largest iShares Global Utilities ETF buyer in Q1 2024 was Jane Street, an estimated $2.21M added.
  • The largest iShares Global Utilities ETF seller in Q1 2024 was Morgan Stanley, an estimated $5.44M sold.

Based on aggregated 13F filings for Q1 2024.