iShares Global Utilities ETF
JXI
52 hedge funds and large institutions have $49.2M invested in iShares Global Utilities ETF in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 25 reducing their positions, and 7 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.46% less ownership
Funds ownership: 33.81% → 32.34% (-1.5%)
7% less funds holding
Funds holding: 56 → 52 (-4)
15% less capital invested
Capital invested by funds: $57.7M → $49.2M (-$8.54M)
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
60% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 25
Top Buyers
| 1 |
SG Americas Securities
New York
|
+$4.76M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.74M |
| 3 |
Morgan Stanley
New York
|
+$796K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$694K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$174K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CCWA
51
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
| – | -$3.82M | -77,483 | Closed |
|
|
CIM
52
Cambria Investment Management
Manhattan Beach,
California
| – | -$1.18M | -23,971 | Closed |
|
|
KM
53
Kalos Management
Alpharetta,
Georgia
| – | -$494K | -10,010 | Closed |
|
54
HSBC Holdings
London,
United Kingdom
| – | -$400K | -8,100 | Closed |
|
|
PAS
55
Park Avenue Securities
New York
| – | -$210K | -4,245 | Closed |
|
56
AssetMark Inc
Concord,
California
| – | -$16K | -318 | Closed |
|
|
GI
57
Gradient Investments
Arden Hills,
Minnesota
| – | -$4K | -75 | Closed |
|
|
CWM
58
Concert Wealth Management
San Jose,
California
| – | +$338 | +7 | New |
|
JXI Hedge Fund Activity: Q3 2016 in Review
52 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Global Utilities ETF (JXI) for Q3 2016, worth a combined $49.2M — down 15% from $57.7M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of JXI and 4 opened new positions — a net loss of 3 holders — while 25 trimmed existing stakes and 10 added.
The largest buyer was SG Americas Securities, adding an estimated $4.76M. The largest seller was CLA (CliftonLarsonAllen) Wealth Advisors, exiting entirely with an estimated $3.82M sold.
- 52 institutional investors held iShares Global Utilities ETF (JXI) as of Q3 2016, down from 56 in Q2 2016.
- Funds reported $49.2M of iShares Global Utilities ETF stock for Q3 2016, down 15% quarter-over-quarter.
- 4 funds opened new iShares Global Utilities ETF positions in Q3 2016 and 7 closed out, a net change of -3 holders.
- The largest iShares Global Utilities ETF buyer in Q3 2016 was SG Americas Securities, an estimated $4.76M added.
- The largest iShares Global Utilities ETF seller in Q3 2016 was CLA (CliftonLarsonAllen) Wealth Advisors, an estimated $3.82M sold.
Based on aggregated 13F filings for Q3 2016.