iShares Global Utilities ETF
JXI
44 hedge funds and large institutions have $52.8M invested in iShares Global Utilities ETF in 2015 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 10 closing their positions.
0.59% more ownership
Funds ownership: 32.51% → 33.1% (+0.59%)
13% less capital invested
Capital invested by funds: $60.5M → $52.8M (-$7.61M)
16% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 19
17% less funds holding
Funds holding: 53 → 44 (-9)
60% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 10
Top Buyers
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$2.35M |
| 2 |
Jane Street
New York
|
-$1.55M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.38M |
| 4 |
VKH
Virtu KCG Holdings
New York
|
-$1.15M |
| 5 |
CIA
Choate Investment Advisors
Boston,
Massachusetts
|
-$1.06M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
AssetMark Inc
Concord,
California
| – | -$20K | -432 | Closed |
|
52
Citigroup
New York
| – | -$12K | -250 | Closed |
|
|
KTC
53
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| – | -$9K | -200 | Closed |
|
JXI Hedge Fund Activity: Q2 2015 in Review
44 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in iShares Global Utilities ETF (JXI) for Q2 2015, worth a combined $52.8M — down 13% from $60.5M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of JXI and 4 opened new positions — a net loss of 6 holders — while 19 trimmed existing stakes and 16 added.
The largest buyer was Susquehanna International Group, adding an estimated $4.21M. The largest seller was Morgan Stanley, cutting an estimated $2.35M.
- 44 institutional investors held iShares Global Utilities ETF (JXI) as of Q2 2015, down from 53 in Q1 2015.
- Funds reported $52.8M of iShares Global Utilities ETF stock for Q2 2015, down 13% quarter-over-quarter.
- 4 funds opened new iShares Global Utilities ETF positions in Q2 2015 and 10 closed out, a net change of -6 holders.
- The largest iShares Global Utilities ETF buyer in Q2 2015 was Susquehanna International Group, an estimated $4.21M added.
- The largest iShares Global Utilities ETF seller in Q2 2015 was Morgan Stanley, an estimated $2.35M sold.
Based on aggregated 13F filings for Q2 2015.