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iShares Global Utilities ETF
JXI

68 hedge funds and large institutions have $47.7M invested in iShares Global Utilities ETF in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

8% more funds holding

Funds holding: 63 → 68 (+5)

5.5% less ownership

Funds ownership: 37.89% → 32.39% (-5.5%)

15% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 20

19% less capital invested

Capital invested by funds: $59.1M → $47.7M (-$11.4M)

Holders
68
Holders Change
+5
Holders Change %
+7.94%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
17
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
Old Mission Capital
Illinois
+$2.33M
2
Bessemer Group
Bessemer Group
New Jersey
+$738K
3
Mariner
Mariner
Kansas
+$653K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$408K
5
UBS Group
UBS Group
Switzerland
+$279K

Top Sellers

1
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$12.2M
2
Jane Street
Jane Street
New York
-$2.91M
3
BPC
Banque Pictet & Cie
Switzerland
-$2.02M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.09M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$907K
Name Holding Trade Value Shares
Change 		Change in
Stake
TF
51
Tompkins Financial
New York
$18K – – –
BlackRock
52
BlackRock
New York
$16.2K +$15.7K +270 New
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$15.8K +$15.1K +260 New
GEA
54
Glen Eagle Advisors
New Jersey
$15.6K +$580 +10 +4%
LB
55
Legacy Bridge
Iowa
$14K – – –
Rockefeller Capital Management
56
Rockefeller Capital Management
New York
$12K -$174 -3 -1%
HNWAG
57
High Net Worth Advisory Group
Florida
$10.1K – – –
VCM
58
Vigilant Capital Management
Maine
$10K +$2.9K +50 +43%
MCA
59
Maryland Capital Advisors
Maryland
$9.03K – – –
Fidelity Investments
60
Fidelity Investments
Massachusetts
$7.22K -$116 -2 -2%
GFPC
61
Global Financial Private Client
Florida
$6.56K – – –
CP
62
Castleview Partners
Texas
$6.5K – – –
CFGS
63
Concourse Financial Group Securities
Alabama
$6.02K – – –
National Bank of Canada
64
National Bank of Canada
Quebec, Canada
$6K – – –
RIA
65
Realta Investment Advisors
Delaware
$5.11K – – –
MRC
66
Millburn Ridgefield Corp
New York
$5K +$3.54K +61 +407%
USCWA
67
U.S. Capital Wealth Advisors
Texas
$1.8K +$1.74K +30 New
NA
68
NewEdge Advisors
Louisiana
$5 +$4.64K +80 New
BPC
69
Banque Pictet & Cie
Switzerland
– -$2.02M -36,800 Closed
FTA
70
Financial & Tax Architects
Missouri
– -$346K -6,327 Closed
GRP
71
Global Retirement Partners
California
– -$22K -380 Closed
ACK
72
Andrew C. Karlinski
– -$16K -284 Closed
1 2
3

JXI Hedge Fund Activity: Q4 2022 in Review

68 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Global Utilities ETF (JXI) for Q4 2022, worth a combined $47.7M — down 19% from $59.1M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new JXI positions and 4 closed out — a net gain of 6 holders — while 17 added to existing stakes and 20 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $2.33M. The largest seller was Pictet Asset Management (Switzerland), cutting an estimated $12.2M.

  • 68 institutional investors held iShares Global Utilities ETF (JXI) as of Q4 2022, up from 63 in Q3 2022.
  • Funds reported $47.7M of iShares Global Utilities ETF stock for Q4 2022, down 19% quarter-over-quarter.
  • 10 funds opened new iShares Global Utilities ETF positions in Q4 2022 and 4 closed out, a net change of +6 holders.
  • The largest iShares Global Utilities ETF buyer in Q4 2022 was Old Mission Capital, an estimated $2.33M added.
  • The largest iShares Global Utilities ETF seller in Q4 2022 was Pictet Asset Management (Switzerland), an estimated $12.2M sold.

Based on aggregated 13F filings for Q4 2022.