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iShares Global Utilities ETF

50 hedge funds and large institutions have $45.5M invested in iShares Global Utilities ETF in 2017 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 13

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

17% more capital invested

Capital invested by funds: $38.9M → $45.5M (+$6.59M)

2.11% more ownership

Funds ownership: 28.29%30.4% (+2.1%)

2% more funds holding

Funds holding: 4950 (+1)

Holders
50
Holders Change
+1
Holders Change %
+2.04%
% of All Funds
1.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
18
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
-$619K -12,825 Closed
VKH
52
Virtu KCG Holdings
New York
-$251K -5,208 Closed
TRCT
53
Tower Research Capital (TRC)
New York
-$63K -1,296 Closed

JXI Hedge Fund Activity: Q2 2017 in Review

50 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Global Utilities ETF (JXI) for Q2 2017, worth a combined $45.5M — up 17% from $38.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new JXI positions and 4 closed out — a net gain of 1 holder — while 18 added to existing stakes and 13 trimmed.

The largest buyer was Cambria Investment Management, opening a new position worth an estimated $3.79M. The largest seller was Morgan Stanley, cutting an estimated $3.18M.

  • 50 institutional investors held iShares Global Utilities ETF (JXI) as of Q2 2017, up from 49 in Q1 2017.
  • Funds reported $45.5M of iShares Global Utilities ETF stock for Q2 2017, up 17% quarter-over-quarter.
  • 5 funds opened new iShares Global Utilities ETF positions in Q2 2017 and 4 closed out, a net change of +1 holder.
  • The largest iShares Global Utilities ETF buyer in Q2 2017 was Cambria Investment Management, an estimated $3.79M added.
  • The largest iShares Global Utilities ETF seller in Q2 2017 was Morgan Stanley, an estimated $3.18M sold.

Based on aggregated 13F filings for Q2 2017.