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iShares Global Utilities ETF
JXI

62 hedge funds and large institutions have $37M invested in iShares Global Utilities ETF in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

73% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 11

7% more funds holding

Funds holding: 58 → 62 (+4)

2.98% less ownership

Funds ownership: 28.9% → 25.92% (-3%)

15% less capital invested

Capital invested by funds: $43.7M → $37M (-$6.75M)

Holders
62
Holders Change
+4
Holders Change %
+6.9%
% of All Funds
1.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
19
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$2.73M
2
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
+$2.18M
3
Bank of America
Bank of America
North Carolina
+$311K
4
SC
Slow Capital
California
+$220K
5
AAS
Avantax Advisory Services
Texas
+$182K

Top Sellers

1
BlackRock
BlackRock
New York
-$8.32M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.09M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$709K
4
FTUS
Flow Traders U.S.
New York
-$329K
5
SPIA
Steward Partners Investment Advisory
New York
-$270K
Name Holding Trade Value Shares
Change 		Change in
Stake
MRC
51
Millburn Ridgefield Corp
New York
$8K +$3.9K +63 +88%
JP Morgan Chase
52
JP Morgan Chase
New York
$8K +$8.11K +131 New
Fidelity Investments
53
Fidelity Investments
Massachusetts
$7K – – –
JCM
54
Jacobi Capital Management
Pennsylvania
$7K – – –
GFPC
55
Global Financial Private Client
Florida
$6.53K – – –
CFGS
56
Concourse Financial Group Securities
Alabama
$6K – – –
CP
57
Castleview Partners
Texas
$6K +$6.69K +108 New
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$6K +$6.87K +111 New
LWM
59
Liberty Wealth Management
California
$5K +$124 +2 +2%
CAPTRUST Financial Advisors
60
CAPTRUST Financial Advisors
North Carolina
$3K – – –
FF
61
FourThought Financial
Florida
$1K – – –
TCOV
62
Trust Company of Vermont
Vermont
$1K +$1.18K +19 New
Citadel Advisors
63
Citadel Advisors
Florida
– -$2.09M -34,494 Closed
SPIA
64
Steward Partners Investment Advisory
New York
– -$270K -4,455 Closed
AWA
65
Arkadios Wealth Advisors
Georgia
– -$2K -49 Closed
1 2
3

JXI Hedge Fund Activity: Q2 2021 in Review

62 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Global Utilities ETF (JXI) for Q2 2021, worth a combined $37M — down 15% from $43.7M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new JXI positions and 3 closed out — a net gain of 4 holders — while 19 added to existing stakes and 11 trimmed.

The largest buyer was Jane Street, adding an estimated $2.73M. The largest seller was BlackRock, cutting an estimated $8.32M.

  • 62 institutional investors held iShares Global Utilities ETF (JXI) as of Q2 2021, up from 58 in Q1 2021.
  • Funds reported $37M of iShares Global Utilities ETF stock for Q2 2021, down 15% quarter-over-quarter.
  • 7 funds opened new iShares Global Utilities ETF positions in Q2 2021 and 3 closed out, a net change of +4 holders.
  • The largest iShares Global Utilities ETF buyer in Q2 2021 was Jane Street, an estimated $2.73M added.
  • The largest iShares Global Utilities ETF seller in Q2 2021 was BlackRock, an estimated $8.32M sold.

Based on aggregated 13F filings for Q2 2021.