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iShares Global Utilities ETF
JXI

70 hedge funds and large institutions have $192M invested in iShares Global Utilities ETF in 2019 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more capital invested

Capital invested by funds: $68.9M → $192M (+$123M)

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

15.45% more ownership

Funds ownership: 34.14% → 49.59% (+15%)

3% more funds holding

Funds holding: 68 → 70 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

36% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 25

Holders
70
Holders Change
+2
Holders Change %
+2.94%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
16
Reduced
25
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$112M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
+$6.56M
3
CAG
Csenge Advisory Group
Florida
+$955K
4
PAMU
Pictet Asset Management (UK)
United Kingdom
+$937K
5
Nomura Asset Management
Nomura Asset Management
Japan
+$518K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.49M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$1.61M
3
Jane Street
Jane Street
New York
-$1.28M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.15M
5
NR
Newfound Research
Massachusetts
-$853K
Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
51
KCS Wealth Advisory
California
$83.4K +$79.6K +1,428 New
PA
52
Parallel Advisors
California
$68K +$3.4K +61 +6%
AG
53
Advisor Group
Arizona
$58K -$97.9K -1,756 -64%
SFA
54
Semmax Financial Advisors
North Carolina
$45K – – –
William Blair & Company
55
William Blair & Company
Illinois
$39K -$6.13K -110 -14%
FRA
56
Front Row Advisors
California
$38K – – –
GEA
57
Glen Eagle Advisors
New Jersey
$37.1K – – –
IA
58
IFP Advisors
Florida
$26K +$25.1K +450 New
AAP
59
Arax Advisory Partners
Colorado
$19K – – –
NFG
60
Next Financial Group
Texas
$18K -$5.24K -94 -23%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$18K – – –
WCG
62
Weaver Consulting Group
California
$14K – – –
FHA
63
Flagship Harbor Advisors
Massachusetts
$11K – – –
CCM
64
Cribstone Capital Management
Maine
$10K -$3.12K -56 -24%
Fidelity Investments
65
Fidelity Investments
Massachusetts
$7K – – –
JCM
66
Jacobi Capital Management
Pennsylvania
$7K – – –
CFGS
67
Concourse Financial Group Securities
Alabama
$6K – – –
LWM
68
Liberty Wealth Management
California
$5K – – –
TCM
69
TD Capital Management
Tennessee
$4K – – –
CFD
70
Creative Financial Designs
Indiana
$3K – – –
CAM
71
Concorde Asset Management
Michigan
– -$350K -6,407 Closed
AP
72
Advisors Preferred
Maryland
– -$172K -3,157 Closed
TFA
73
Transamerica Financial Advisors
Florida
– -$15K -262 Closed
1 2
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JXI Hedge Fund Activity: Q3 2019 in Review

70 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Global Utilities ETF (JXI) for Q3 2019, worth a combined $192M — up 179% from $68.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new JXI positions and 4 closed out — a net gain of 3 holders — while 16 added to existing stakes and 25 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $112M. The largest seller was Morgan Stanley, cutting an estimated $2.49M.

  • 70 institutional investors held iShares Global Utilities ETF (JXI) as of Q3 2019, up from 68 in Q2 2019.
  • Funds reported $192M of iShares Global Utilities ETF stock for Q3 2019, up 179% quarter-over-quarter.
  • 7 funds opened new iShares Global Utilities ETF positions in Q3 2019 and 4 closed out, a net change of +3 holders.
  • The largest iShares Global Utilities ETF buyer in Q3 2019 was AssetMark Inc, an estimated $112M added.
  • The largest iShares Global Utilities ETF seller in Q3 2019 was Morgan Stanley, an estimated $2.49M sold.

Based on aggregated 13F filings for Q3 2019.