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iShares Global Utilities ETF

73 hedge funds and large institutions have $76.7M invested in iShares Global Utilities ETF in 2019 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 14 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

20% more capital invested

Capital invested by funds: $63.8M → $76.7M (+$12.9M)

3% more funds holding

Funds holding: 7173 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.5% less ownership

Funds ownership: 40.33%37.83% (-2.5%)

46% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 26

Holders
73
Holders Change
+2
Holders Change %
+2.82%
% 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
14
Increased
14
Reduced
26
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
51
Semmax Financial Advisors
North Carolina
$42K -$5.41K -104 -12%
William Blair & Company
52
William Blair & Company
Illinois
$42K +$40.6K +782 New
FRA
53
Front Row Advisors
California
$35K -$3.43K -66 -9%
GEA
54
Glen Eagle Advisors
New Jersey
$34.3K
CCM
55
Cribstone Capital Management
Maine
$27K
AssetMark Inc
56
AssetMark Inc
California
$26K +$25K +481 New
NFG
57
Next Financial Group
Texas
$22K +$20.8K +401 New
NFH
58
NEXT Financial Holdings
Texas
$22K +$20.8K +401 New
Bessemer Group
59
Bessemer Group
New Jersey
$18K -$5.97M -114,915 -100%
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$18K +$15.6K +300 New
LFA
61
Legacy Financial Advisors
Kentucky
$17K
WCG
62
Weaver Consulting Group
California
$14K +$13.5K +260 New
WTB
63
Washington Trust Bank
Washington
$11K
AP
64
Advisors Preferred
Maryland
$10K -$26.2K -504 -73%
FHA
65
Flagship Harbor Advisors
Massachusetts
$10K -$5.35K -103 -34%
CFS
66
Ceros Financial Services
Maryland
$10K +$9.67K +186 New
JCM
67
Jacobi Capital Management
Pennsylvania
$7K
Fidelity Investments
68
Fidelity Investments
Massachusetts
$6K
CFGS
69
Concourse Financial Group Securities
Alabama
$5K
LWM
70
Liberty Wealth Management
California
$4K
TCM
71
TD Capital Management
Tennessee
$4K
CFD
72
Creative Financial Designs
Indiana
$3K
RJFSA
73
Raymond James Financial Services Advisors
Florida
-$657K -13,376 Closed
BIA
74
Barry Investment Advisors
Massachusetts
-$370K -7,538 Closed
DSI
75
Daiwa SB Investments
Japan
-$57K -1,170 Closed

JXI Hedge Fund Activity: Q1 2019 in Review

73 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Global Utilities ETF (JXI) for Q1 2019, worth a combined $76.7M — up 20% from $63.8M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new JXI positions and 10 closed out — a net gain of 4 holders — while 14 added to existing stakes and 26 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $4.31M. The largest seller was Bessemer Group, cutting an estimated $5.97M.

  • 73 institutional investors held iShares Global Utilities ETF (JXI) as of Q1 2019, up from 71 in Q4 2018.
  • Funds reported $76.7M of iShares Global Utilities ETF stock for Q1 2019, up 20% quarter-over-quarter.
  • 14 funds opened new iShares Global Utilities ETF positions in Q1 2019 and 10 closed out, a net change of +4 holders.
  • The largest iShares Global Utilities ETF buyer in Q1 2019 was Envestnet Asset Management, an estimated $4.31M added.
  • The largest iShares Global Utilities ETF seller in Q1 2019 was Bessemer Group, an estimated $5.97M sold.

Based on aggregated 13F filings for Q1 2019.