iShares Global Utilities ETF
JXI
50 hedge funds and large institutions have $64M invested in iShares Global Utilities ETF in 2015 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 7 closing their positions.
71% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 7
44% more capital invested
Capital invested by funds: $44.4M → $64M (+$19.7M)
11% more funds holding
Funds holding: 45 → 50 (+5)
10.49% more ownership
Funds ownership: 29.03% → 39.52% (+10%)
0% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 17
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VKH
51
Virtu KCG Holdings
New York
| – | -$1.95M | -44,020 | Closed |
|
|
FG
52
Fiduciary Group
Savannah,
Georgia
| – | -$529K | -11,940 | Closed |
|
|
X
53
Xponance
Philadelphia,
Pennsylvania
| – | -$131K | -2,750 | Closed |
|
|
HCMT
54
Highland Capital Management (Tennessee)
Memphis,
Tennessee
| – | -$72K | -1,625 | Closed |
|
55
AssetMark Inc
Concord,
California
| – | -$14K | -314 | Closed |
|
|
TRCT
56
Tower Research Capital (TRC)
New York
| – | -$4K | -100 | Closed |
|
|
TFA
57
Transamerica Financial Advisors
St. Petersburg,
Florida
| – | -$2K | -25 | Closed |
|
JXI Hedge Fund Activity: Q4 2015 in Review
50 of the 3,811 institutional investors tracked by Wall St. Rank reported a position in iShares Global Utilities ETF (JXI) for Q4 2015, worth a combined $64M — up 44% from $44.4M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new JXI positions and 7 closed out — a net gain of 5 holders — while 17 added to existing stakes and 17 trimmed.
The largest buyer was Factory Mutual Insurance, adding an estimated $3.37M. The largest seller was Virtu KCG Holdings, exiting entirely with an estimated $1.95M sold.
- 50 institutional investors held iShares Global Utilities ETF (JXI) as of Q4 2015, up from 45 in Q3 2015.
- Funds reported $64M of iShares Global Utilities ETF stock for Q4 2015, up 44% quarter-over-quarter.
- 12 funds opened new iShares Global Utilities ETF positions in Q4 2015 and 7 closed out, a net change of +5 holders.
- The largest iShares Global Utilities ETF buyer in Q4 2015 was Factory Mutual Insurance, an estimated $3.37M added.
- The largest iShares Global Utilities ETF seller in Q4 2015 was Virtu KCG Holdings, an estimated $1.95M sold.
Based on aggregated 13F filings for Q4 2015.