We are live on ! Find out more
JXI icon

iShares Global Utilities ETF
JXI

71 hedge funds and large institutions have $63.8M invested in iShares Global Utilities ETF in 2018 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 17 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

35% more capital invested

Capital invested by funds: $47.1M → $63.8M (+$16.7M)

16% more funds holding

Funds holding: 61 → 71 (+10)

9.45% more ownership

Funds ownership: 30.88% → 40.33% (+9.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

19% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 21

Holders
71
Holders Change
+10
Holders Change %
+16.39%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
17
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
+$7.95M
2
PAMU
Pictet Asset Management (UK)
United Kingdom
+$6.63M
3
CIM
Cambria Investment Management
California
+$6.22M
4
Bessemer Group
Bessemer Group
New Jersey
+$5.75M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$1.49M

Top Sellers

1
Jane Street
Jane Street
New York
-$3.8M
2
Morgan Stanley
Morgan Stanley
New York
-$1.77M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$583K
4
ACM
Aviance Capital Management
Florida
-$300K
5
Wells Fargo
Wells Fargo
California
-$213K
Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
51
Cribstone Capital Management
Maine
$25K – – –
WT
52
Whittier Trust
California
$19K – – –
AAP
53
Arax Advisory Partners
Colorado
$16K – – –
LFA
54
Legacy Financial Advisors
Kentucky
$15K – – –
FHA
55
Flagship Harbor Advisors
Massachusetts
$14K +$5.31K +106 +55%
TFA
56
Transamerica Financial Advisors
Florida
$13K – – –
WTB
57
Washington Trust Bank
Washington
$10K – – –
WIM
58
Westside Investment Management
California
$7.37K +$7.51K +150 New
PAMU
59
Pictet Asset Management (UK)
United Kingdom
$6.5K +$6.63M +132,436 New
Fidelity Investments
60
Fidelity Investments
Massachusetts
$6K – – –
JCM
61
Jacobi Capital Management
Pennsylvania
$6K – – –
IA
62
IFP Advisors
Florida
$5K – – –
GWMIA
63
Global Wealth Management Investment Advisory
Florida
$5K +$5.41K +108 New
CFGS
64
Concourse Financial Group Securities
Alabama
$4K – – –
LWM
65
Liberty Wealth Management
California
$4K +$4.46K +89 New
TCM
66
TD Capital Management
Tennessee
$3K +$50 +1 +1%
CFD
67
Creative Financial Designs
Indiana
$2K – – –
GI
68
Gradient Investments
Minnesota
$2K – – –
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$2K +$1.95K +39 New
LPWM
70
Lake Point Wealth Management
Texas
$2K +$2.15K +43 New
Jane Street
71
Jane Street
New York
– -$3.8M -77,146 Closed
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
– -$583K -11,849 Closed
VDFA
73
Vickerman & Driscoll Financial Advisors
Washington
– -$207K -4,200 Closed
SWP
74
Stratos Wealth Partners
Ohio
– -$61K -1,236 Closed
KJWM
75
Kiley Juergens Wealth Management
Washington
– -$15K -323 Closed
1 2
3
4