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iShares Global Utilities ETF
JXI
JXI
45 hedge funds and large institutions have $55.9M invested in iShares Global Utilities ETF in 2016 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 19 reducing their positions, and 10 closing their positions.
New
Increased
Maintained
Reduced
Closed
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6.4% less ownership
Funds ownership: 39.52% → 33.12% (-6.4%)
10% less funds holding
Funds holding: 50 → 45 (-5)
13% less capital invested
Capital invested by funds: $64M → $55.9M (-$8.1M)
26% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 19
50% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 10
Holders
45
Holders Change
-5
Holders Change %
-10%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
14
Reduced
19
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
FMI
Factory Mutual Insurance
Waltham,
Massachusetts
|
-$6.46M |
| 2 |
PFM
Premier Fund Managers
Guildford,
United Kingdom
|
-$2.2M |
| 3 |
Morgan Stanley
New York
|
-$1.35M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.32M |
| 5 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$1.24M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CCS
51
Crosspoint Capital Strategies
Orinda,
California
| – | -$653K | -13,272 | Closed |
|
|
JWS
52
Juncture Wealth Strategies
Scottsdale,
Arizona
| – | -$455K | -10,345 | Closed |
|
|
PWM
53
Perigon Wealth Management
San Francisco,
California
| – | -$209K | -4,748 | Closed |
|
|
IA
54
IFP Advisors
Tampa,
Florida
| – | -$40K | -900 | Closed |
|
55
SEI Investments
Oaks,
Pennsylvania
| – | -$1K | -25 | Closed |
|