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iShares Global Utilities ETF
JXI

56 hedge funds and large institutions have $37.3M invested in iShares Global Utilities ETF in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 18 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.74% less ownership

Funds ownership: 34.45% → 28.71% (-5.7%)

15% less funds holding

Funds holding: 66 → 56 (-10)

29% less capital invested

Capital invested by funds: $52.9M → $37.3M (-$15.6M)

33% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 18

63% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 16

Holders
56
Holders Change
-10
Holders Change %
-15.15%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
12
Reduced
18
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$5.19M
2
Bank of America
Bank of America
North Carolina
+$956K
3
Nomura Asset Management
Nomura Asset Management
Japan
+$479K
4
Fidelity International
Fidelity International
Bermuda
+$307K
5
BIA
Barry Investment Advisors
Massachusetts
+$203K

Top Sellers

1
NR
Newfound Research
Massachusetts
-$5.43M
2
CIM
Cambria Investment Management
California
-$4.4M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.09M
4
CCP
Cardan Capital Partners
Colorado
-$2.13M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
51
IFP Advisors
Florida
$5K – – –
ME
52
McIlrath & Eck
Washington
$5K – – –
TCM
53
TD Capital Management
Tennessee
$3K – – –
CFD
54
Creative Financial Designs
Indiana
$2K – – –
TFA
55
Transamerica Financial Advisors
Florida
$2K – – –
NR
56
Newfound Research
Massachusetts
– -$5.43M -109,714 Closed
CIM
57
Cambria Investment Management
California
– -$4.4M -88,842 Closed
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
– -$3.09M -62,452 Closed
CCP
59
Cardan Capital Partners
Colorado
– -$2.13M -43,070 Closed
Citadel Advisors
60
Citadel Advisors
Florida
– -$1.47M -29,718 Closed
WI
61
WrapManager Inc
California
– -$1.14M -23,039 Closed
BCM
62
Brookstone Capital Management
Illinois
– -$766K -15,470 Closed
RJA
63
Raymond James & Associates
Florida
– -$370K -7,462 Closed
CRC
64
Curi RMB Capital
Illinois
– -$234K -4,719 Closed
LCM
65
Liberty Capital Management
Michigan
– -$87K -1,800 Closed
FHA
66
First Horizon Advisors
Tennessee
– -$74K -1,500 Closed
AFNAS
67
American Financial Network Advisory Services
California
– -$74K -1,499 Closed
KJWM
68
Kiley Juergens Wealth Management
Washington
– -$15K -323 Closed
Manulife (Manufacturers Life Insurance)
69
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$9K -191 Closed
SWM
70
SeaCrest Wealth Management
New York
– -$5K -100 Closed
VIA
71
Vantage Investment Advisors
Pennsylvania
– -$2K -41 Closed
1 2
3

JXI Hedge Fund Activity: Q1 2018 in Review

56 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares Global Utilities ETF (JXI) for Q1 2018, worth a combined $37.3M — down 29% from $52.9M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of JXI and 6 opened new positions — a net loss of 10 holders — while 18 trimmed existing stakes and 12 added.

The largest buyer was Morgan Stanley, adding an estimated $5.19M. The largest seller was Newfound Research, exiting entirely with an estimated $5.43M sold.

  • 56 institutional investors held iShares Global Utilities ETF (JXI) as of Q1 2018, down from 66 in Q4 2017.
  • Funds reported $37.3M of iShares Global Utilities ETF stock for Q1 2018, down 29% quarter-over-quarter.
  • 6 funds opened new iShares Global Utilities ETF positions in Q1 2018 and 16 closed out, a net change of -10 holders.
  • The largest iShares Global Utilities ETF buyer in Q1 2018 was Morgan Stanley, an estimated $5.19M added.
  • The largest iShares Global Utilities ETF seller in Q1 2018 was Newfound Research, an estimated $5.43M sold.

Based on aggregated 13F filings for Q1 2018.