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iShares Global Utilities ETF
JXI

68 hedge funds and large institutions have $68.9M invested in iShares Global Utilities ETF in 2019 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3.69% less ownership

Funds ownership: 37.83% → 34.14% (-3.7%)

7% less funds holding

Funds holding: 73 → 68 (-5)

10% less capital invested

Capital invested by funds: $76.7M → $68.9M (-$7.73M)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

41% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 29

Holders
68
Holders Change
-5
Holders Change %
-6.85%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
17
Reduced
29
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$2.84M
2
LPL Financial
LPL Financial
California
+$2.2M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$774K
4
DI
DFPG Investments
Utah
+$401K
5
TC
TownSquare Capital
Utah
+$360K

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.5M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.57M
3
BFA
Beaumont Financial Advisors
Massachusetts
-$1.82M
4
NR
Newfound Research
Massachusetts
-$1.28M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$979K
Name Holding Trade Value Shares
Change 		Change in
Stake
FRA
51
Front Row Advisors
California
$35K – – –
GEA
52
Glen Eagle Advisors
New Jersey
$34.7K – – –
NFG
53
Next Financial Group
Texas
$22K – – –
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$18K – – –
AAP
55
Arax Advisory Partners
Colorado
$17K +$17.3K +320 New
TFA
56
Transamerica Financial Advisors
Florida
$15K +$14.2K +262 New
WCG
57
Weaver Consulting Group
California
$14K – – –
CCM
58
Cribstone Capital Management
Maine
$13K -$14.6K -270 -54%
FHA
59
Flagship Harbor Advisors
Massachusetts
$10K +$162 +3 +2%
Fidelity Investments
60
Fidelity Investments
Massachusetts
$7K – – –
JCM
61
Jacobi Capital Management
Pennsylvania
$7K – – –
CFGS
62
Concourse Financial Group Securities
Alabama
$5K – – –
LWM
63
Liberty Wealth Management
California
$5K – – –
TCM
64
TD Capital Management
Tennessee
$4K +$54 +1 +1%
CFD
65
Creative Financial Designs
Indiana
$3K – – –
WIM
66
Westside Investment Management
California
$8 +$8.12K +150 New
BFA
67
Beaumont Financial Advisors
Massachusetts
– -$1.82M -33,664 Closed
DBT
68
Dubuque Bank & Trust
Iowa
– -$135K -2,500 Closed
LHC
69
Little House Capital
Massachusetts
– -$75K -1,401 Closed
APC
70
Aspire Private Capital
North Carolina
– -$53K -983 Closed
AssetMark Inc
71
AssetMark Inc
California
– -$25.6K -472 -98%
Bessemer Group
72
Bessemer Group
New Jersey
– -$18K -330 Closed
LFA
73
Legacy Financial Advisors
Kentucky
– -$17K -310 Closed
WTB
74
Washington Trust Bank
Washington
– -$11K -211 Closed
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JXI Hedge Fund Activity: Q2 2019 in Review

68 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Global Utilities ETF (JXI) for Q2 2019, worth a combined $68.9M — down 10% from $76.7M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of JXI and 5 opened new positions — a net loss of 2 holders — while 29 trimmed existing stakes and 17 added.

The largest buyer was Jane Street, adding an estimated $2.84M. The largest seller was Envestnet Asset Management, cutting an estimated $4.5M.

  • 68 institutional investors held iShares Global Utilities ETF (JXI) as of Q2 2019, down from 73 in Q1 2019.
  • Funds reported $68.9M of iShares Global Utilities ETF stock for Q2 2019, down 10% quarter-over-quarter.
  • 5 funds opened new iShares Global Utilities ETF positions in Q2 2019 and 7 closed out, a net change of -2 holders.
  • The largest iShares Global Utilities ETF buyer in Q2 2019 was Jane Street, an estimated $2.84M added.
  • The largest iShares Global Utilities ETF seller in Q2 2019 was Envestnet Asset Management, an estimated $4.5M sold.

Based on aggregated 13F filings for Q2 2019.