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iShares Global Utilities ETF
JXI

69 hedge funds and large institutions have $79.4M invested in iShares Global Utilities ETF in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

60% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 15

14% more capital invested

Capital invested by funds: $69.4M → $79.4M (+$10M)

11% more funds holding

Funds holding: 62 → 69 (+7)

7.26% more ownership

Funds ownership: 38.53% → 45.79% (+7.3%)

Holders
69
Holders Change
+7
Holders Change %
+11.29%
% of All Funds
1.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
24
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIM
Cambria Investment Management
California
+$7.6M
2
Jane Street
Jane Street
New York
+$4.94M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3.23M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.98M
5
MCM
Maryland Capital Management
Maryland
+$1.26M

Top Sellers

1
BPC
Banque Pictet & Cie
Switzerland
-$448K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$404K
3
JP Morgan Chase
JP Morgan Chase
New York
-$329K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$120K
5
T
TCWP
Ohio
-$112K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$21K – – –
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$18K – – –
GWM
53
Geneos Wealth Management
Colorado
$18K – – –
TF
54
Tompkins Financial
New York
$18K – – –
ACK
55
Andrew C. Karlinski
$17K – – –
LB
56
Legacy Bridge
Iowa
$14K – – –
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$12K – – –
HNWAG
58
High Net Worth Advisory Group
Florida
$10K – – –
MCA
59
Maryland Capital Advisors
Maryland
$9K +$9.53K +150 New
CP
60
Castleview Partners
Texas
$7.02K -$2.22K -35 -32%
Fidelity Investments
61
Fidelity Investments
Massachusetts
$7K -$127 -2 -2%
VCM
62
Vigilant Capital Management
Maine
$7K +$7.3K +115 New
GFPC
63
Global Financial Private Client
Florida
$6.71K – – –
CFGS
64
Concourse Financial Group Securities
Alabama
$6K – – –
National Bank of Canada
65
National Bank of Canada
Quebec, Canada
$6K – – –
BPC
66
Banque Pictet & Cie
Switzerland
$3.14K -$448K -7,050 -12%
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$3K +$64 +1 +2%
MRC
68
Millburn Ridgefield Corp
New York
$3K +$1.84K +29 +171%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$3 +$3.17K +50 New
JP Morgan Chase
70
JP Morgan Chase
New York
– -$329K -5,000 Closed
T
71
TCWP
Ohio
– -$112K -1,710 Closed
FF
72
FourThought Financial
Florida
– -$2K -29 Closed
1 2
3

JXI Hedge Fund Activity: Q2 2022 in Review

69 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Global Utilities ETF (JXI) for Q2 2022, worth a combined $79.4M — up 14% from $69.4M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new JXI positions and 3 closed out — a net gain of 7 holders — while 24 added to existing stakes and 15 trimmed.

The largest buyer was Cambria Investment Management, opening a new position worth an estimated $7.6M. The largest seller was Banque Pictet & Cie, cutting an estimated $448K.

  • 69 institutional investors held iShares Global Utilities ETF (JXI) as of Q2 2022, up from 62 in Q1 2022.
  • Funds reported $79.4M of iShares Global Utilities ETF stock for Q2 2022, up 14% quarter-over-quarter.
  • 10 funds opened new iShares Global Utilities ETF positions in Q2 2022 and 3 closed out, a net change of +7 holders.
  • The largest iShares Global Utilities ETF buyer in Q2 2022 was Cambria Investment Management, an estimated $7.6M added.
  • The largest iShares Global Utilities ETF seller in Q2 2022 was Banque Pictet & Cie, an estimated $448K sold.

Based on aggregated 13F filings for Q2 2022.