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iShares Global Utilities ETF
JXI

71 hedge funds and large institutions have $68.6M invested in iShares Global Utilities ETF in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 21

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

1% more funds holding

Funds holding: 70 → 71 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

14.19% less ownership

Funds ownership: 49.59% → 35.4% (-14%)

64% less capital invested

Capital invested by funds: $192M → $68.6M (-$124M)

Holders
71
Holders Change
+1
Holders Change %
+1.43%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
25
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$2.89M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.1M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.33M
4
JP Morgan Chase
JP Morgan Chase
New York
+$840K
5
AP
Advisors Preferred
Maryland
+$276K

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$117M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
-$6.77M
3
Jane Street
Jane Street
New York
-$2.44M
4
CAG
Csenge Advisory Group
Florida
-$999K
5
BlackRock
BlackRock
New York
-$806K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
51
Anchor Investment Management
South Carolina
$52.8K -$37.5K -650 -42%
Bessemer Group
52
Bessemer Group
New Jersey
$51K +$50.4K +875 New
SFA
53
Semmax Financial Advisors
North Carolina
$45K – – –
William Blair & Company
54
William Blair & Company
Illinois
$39K – – –
FRA
55
Front Row Advisors
California
$38K – – –
GEA
56
Glen Eagle Advisors
New Jersey
$37.3K – – –
IA
57
IFP Advisors
Florida
$26K – – –
NFG
58
Next Financial Group
Texas
$22K +$3.81K +66 +21%
AAP
59
Arax Advisory Partners
Colorado
$19K – – –
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$18K – – –
WCG
61
Weaver Consulting Group
California
$15K – – –
Citigroup
62
Citigroup
New York
$15K +$14.8K +256 New
LB
63
Legacy Bridge
Iowa
$14K +$13.4K +233 New
FHA
64
Flagship Harbor Advisors
Massachusetts
$12K +$231 +4 +2%
SIM
65
Sonora Investment Management
Arizona
$12K +$12.2K +211 New
Fidelity Investments
66
Fidelity Investments
Massachusetts
$7K – – –
JCM
67
Jacobi Capital Management
Pennsylvania
$7K – – –
CFGS
68
Concourse Financial Group Securities
Alabama
$6K – – –
LWM
69
Liberty Wealth Management
California
$5K – – –
TCM
70
TD Capital Management
Tennessee
$4K +$58 +1 +1%
CFD
71
Creative Financial Designs
Indiana
$3K – – –
AssetMark Inc
72
AssetMark Inc
California
– -$117M -2,000,809 Closed
CAG
73
Csenge Advisory Group
Florida
– -$999K -17,128 Closed
DI
74
DFPG Investments
Utah
– -$636K -11,066 Closed
TC
75
TownSquare Capital
Utah
– -$581K -10,294 Closed
1 2
3
4

JXI Hedge Fund Activity: Q4 2019 in Review

71 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Global Utilities ETF (JXI) for Q4 2019, worth a combined $68.6M — down 64% from $192M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new JXI positions and 8 closed out — a net gain of 1 holder — while 25 added to existing stakes and 21 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $2.89M. The largest seller was AssetMark Inc, exiting entirely with an estimated $117M sold.

  • 71 institutional investors held iShares Global Utilities ETF (JXI) as of Q4 2019, up from 70 in Q3 2019.
  • Funds reported $68.6M of iShares Global Utilities ETF stock for Q4 2019, down 64% quarter-over-quarter.
  • 9 funds opened new iShares Global Utilities ETF positions in Q4 2019 and 8 closed out, a net change of +1 holder.
  • The largest iShares Global Utilities ETF buyer in Q4 2019 was Goldman Sachs, an estimated $2.89M added.
  • The largest iShares Global Utilities ETF seller in Q4 2019 was AssetMark Inc, an estimated $117M sold.

Based on aggregated 13F filings for Q4 2019.