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iShares Global Utilities ETF
JXI

60 hedge funds and large institutions have $54.7M invested in iShares Global Utilities ETF in 2021 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 12

39% more capital invested

Capital invested by funds: $39.4M → $54.7M (+$15.3M)

6.7% more ownership

Funds ownership: 26.75% → 33.45% (+6.7%)

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

0% more funds holding

Funds holding: 60 → 60 (0)

Holders
60
Holders Change
–
Holders Change %
0%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
17
Reduced
12
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAMS
Pictet Asset Management (Switzerland)
Switzerland
+$16.1M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3.83M
3
BPC
Banque Pictet & Cie
Switzerland
+$2.97M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.14M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.08M

Top Sellers

1
Jane Street
Jane Street
New York
-$4.6M
2
Ameriprise
Ameriprise
Minnesota
-$2.26M
3
Bank of America
Bank of America
North Carolina
-$1.83M
4
JP Morgan Chase
JP Morgan Chase
New York
-$1.41M
5
UBS Group
UBS Group
Switzerland
-$1.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
HNWAG
51
High Net Worth Advisory Group
Florida
$11K +$10.4K +168 New
Fidelity Investments
52
Fidelity Investments
Massachusetts
$8K – – –
GFPC
53
Global Financial Private Client
Florida
$7.05K – – –
CFGS
54
Concourse Financial Group Securities
Alabama
$6K – – –
National Bank of Canada
55
National Bank of Canada
Quebec, Canada
$6K +$6.18K +100 New
MRC
56
Millburn Ridgefield Corp
New York
$3K -$4.63K -75 -60%
CAPTRUST Financial Advisors
57
CAPTRUST Financial Advisors
North Carolina
$3K – – –
GWS
58
Glassman Wealth Services
Virginia
$3K +$2.41K +39 New
FF
59
FourThought Financial
Florida
$2K – – –
CP
60
Castleview Partners
Texas
$108 +$432K +6,988 New
Jane Street
61
Jane Street
New York
– -$4.6M -78,133 Closed
JP Morgan Chase
62
JP Morgan Chase
New York
– -$1.41M -23,892 Closed
Goldman Sachs
63
Goldman Sachs
New York
– -$1.36M -23,085 Closed
Barclays
64
Barclays
United Kingdom
– -$1.35M -23,022 Closed
Citadel Advisors
65
Citadel Advisors
Florida
– -$781K -13,267 Closed
FTUS
66
Flow Traders U.S.
New York
– -$298K -5,062 Closed
AAP
67
Arax Advisory Partners
Colorado
– -$19K -320 Closed
CAAS
68
Capital Asset Advisory Services
Michigan
– -$12K -198 Closed
HI
69
Harbour Investments
Wisconsin
– -$10K -176 Closed
JCM
70
Jacobi Capital Management
Pennsylvania
– -$7K -125 Closed
LWM
71
Liberty Wealth Management
California
– -$5K -92 Closed
AWA
72
Arkadios Wealth Advisors
Georgia
– -$1K -25 Closed
1 2
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JXI Hedge Fund Activity: Q4 2021 in Review

60 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Global Utilities ETF (JXI) for Q4 2021, worth a combined $54.7M — up 39% from $39.4M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new JXI positions and 12 closed out — a net gain of 1 holder — while 17 added to existing stakes and 12 trimmed.

The largest buyer was Pictet Asset Management (Switzerland), opening a new position worth an estimated $16.1M. The largest seller was Jane Street, exiting entirely with an estimated $4.6M sold.

  • 60 institutional investors held iShares Global Utilities ETF (JXI) as of Q4 2021, unchanged from Q3 2021.
  • Funds reported $54.7M of iShares Global Utilities ETF stock for Q4 2021, up 39% quarter-over-quarter.
  • 13 funds opened new iShares Global Utilities ETF positions in Q4 2021 and 12 closed out, a net change of +1 holder.
  • The largest iShares Global Utilities ETF buyer in Q4 2021 was Pictet Asset Management (Switzerland), an estimated $16.1M added.
  • The largest iShares Global Utilities ETF seller in Q4 2021 was Jane Street, an estimated $4.6M sold.

Based on aggregated 13F filings for Q4 2021.