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iShares Global Utilities ETF
JXI

62 hedge funds and large institutions have $45.7M invested in iShares Global Utilities ETF in 2020 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5.32% less ownership

Funds ownership: 35.4% → 30.09% (-5.3%)

13% less funds holding

Funds holding: 71 → 62 (-9)

33% less capital invested

Capital invested by funds: $68.6M → $45.7M (-$22.9M)

61% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 28

70% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 10

Holders
62
Holders Change
-9
Holders Change %
-12.68%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
11
Reduced
28
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.33M
2
SF
Synovus Financial
Georgia
+$750K
3
Bessemer Group
Bessemer Group
New Jersey
+$428K
4
IFS
Ifrah Financial Services
Arkansas
+$141K
5
CBFP
Cedar Brook Financial Partners
Ohio
+$85.4K

Top Sellers

1
PAMU
Pictet Asset Management (UK)
United Kingdom
-$5.07M
2
NR
Newfound Research
Massachusetts
-$3.19M
3
Goldman Sachs
Goldman Sachs
New York
-$2.94M
4
LPL Financial
LPL Financial
California
-$2.72M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCG
51
Weaver Consulting Group
California
$13K – – –
LB
52
Legacy Bridge
Iowa
$12K – – –
SIM
53
Sonora Investment Management
Arizona
$11K – – –
FHA
54
Flagship Harbor Advisors
Massachusetts
$10K – – –
NFG
55
Next Financial Group
Texas
$9K -$11K -190 -51%
JCM
56
Jacobi Capital Management
Pennsylvania
$6K – – –
Fidelity Investments
57
Fidelity Investments
Massachusetts
$6K +$58 +1 +0.8%
LWM
58
Liberty Wealth Management
California
$5K – – –
TCM
59
TD Capital Management
Tennessee
$4K – – –
Citigroup
60
Citigroup
New York
$3K -$11.6K -200 -78%
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$2K +$2.78K +48 New
WIM
62
Westside Investment Management
California
$7 +$8.7K +150 New
Goldman Sachs
63
Goldman Sachs
New York
– -$2.94M -50,100 Closed
Citadel Advisors
64
Citadel Advisors
Florida
– -$1.72M -29,202 Closed
BPC
65
Banque Pictet & Cie
Switzerland
– -$781K -13,300 Closed
GT
66
Greenleaf Trust
Michigan
– -$625K -10,646 Closed
Fidelity International
67
Fidelity International
Bermuda
– -$594K -10,120 Closed
CRC
68
Curi RMB Capital
Illinois
– -$297K -5,052 Closed
BCM
69
Brookstone Capital Management
Illinois
– -$265K -4,517 Closed
WI
70
WrapManager Inc
California
– -$240K -4,093 Closed
SFA
71
Semmax Financial Advisors
North Carolina
– -$45K -770 Closed
CFD
72
Creative Financial Designs
Indiana
– -$3K -50 Closed
1 2
3

JXI Hedge Fund Activity: Q1 2020 in Review

62 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares Global Utilities ETF (JXI) for Q1 2020, worth a combined $45.7M — down 33% from $68.6M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of JXI and 3 opened new positions — a net loss of 7 holders — while 28 trimmed existing stakes and 11 added.

The largest buyer was Susquehanna International Group, adding an estimated $6.33M. The largest seller was Pictet Asset Management (UK), cutting an estimated $5.07M.

  • 62 institutional investors held iShares Global Utilities ETF (JXI) as of Q1 2020, down from 71 in Q4 2019.
  • Funds reported $45.7M of iShares Global Utilities ETF stock for Q1 2020, down 33% quarter-over-quarter.
  • 3 funds opened new iShares Global Utilities ETF positions in Q1 2020 and 10 closed out, a net change of -7 holders.
  • The largest iShares Global Utilities ETF buyer in Q1 2020 was Susquehanna International Group, an estimated $6.33M added.
  • The largest iShares Global Utilities ETF seller in Q1 2020 was Pictet Asset Management (UK), an estimated $5.07M sold.

Based on aggregated 13F filings for Q1 2020.