iShares Global Utilities ETF
JXI
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.
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: 49 → 50 (+1)
Top Buyers
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$3.18M |
| 2 |
Nomura Asset Management
Tokyo,
Japan
|
-$1.91M |
| 3 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$1.33M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.06M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$619K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Envestnet Asset Management
Chicago,
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.