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iShares Global Utilities ETF
JXI

59 hedge funds and large institutions have $31.5M invested in iShares Global Utilities ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.78% less ownership

Funds ownership: 32.39% → 23.61% (-8.8%)

13% less funds holding

Funds holding: 68 → 59 (-9)

29% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 17

34% less capital invested

Capital invested by funds: $47.7M → $31.5M (-$16.2M)

82% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 11

Holders
59
Holders Change
-9
Holders Change %
-13.24%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
12
Reduced
17
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.93M
2
Ameriprise
Ameriprise
Minnesota
+$421K
3
T
TCWP
Ohio
+$267K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$227K
5
SIS
Strategic Investment Solutions
Illinois
+$174K

Top Sellers

1
Jane Street
Jane Street
New York
-$5.53M
2
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$5.01M
3
OMC
Old Mission Capital
Illinois
-$2.42M
4
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
-$1.59M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
51
Maryland Capital Advisors
Maryland
$9.07K – – –
Fidelity Investments
52
Fidelity Investments
Massachusetts
$7.25K – – –
GFPC
53
Global Financial Private Client
Florida
$6.57K – – –
CP
54
Castleview Partners
Texas
$6.53K – – –
CFGS
55
Concourse Financial Group Securities
Alabama
$6.04K – – –
National Bank of Canada
56
National Bank of Canada
Quebec, Canada
$6.04K – – –
NA
57
NewEdge Advisors
Louisiana
$4.83K – – –
MRC
58
Millburn Ridgefield Corp
New York
$4.29K -$296 -5 -7%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$595 +$15.5K +261 +3%
OMC
60
Old Mission Capital
Illinois
– -$2.42M -40,228 Closed
Citadel Advisors
61
Citadel Advisors
Florida
– -$806K -13,400 Closed
CS
62
Credit Suisse
Switzerland
– -$681K -11,321 Closed
Mariner
63
Mariner
Kansas
– -$678K -11,265 Closed
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
– -$200K -3,332 Closed
BlackRock
65
BlackRock
New York
– -$16.2K -270 Closed
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
– -$15.8K -260 Closed
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
– -$12K -202 Closed
HNWAG
68
High Net Worth Advisory Group
Florida
– -$10.1K -168 Closed
RIA
69
Realta Investment Advisors
Delaware
– -$5.11K -85 Closed
USCWA
70
U.S. Capital Wealth Advisors
Texas
– -$1.8K -30 Closed
1 2
3

JXI Hedge Fund Activity: Q1 2023 in Review

59 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Global Utilities ETF (JXI) for Q1 2023, worth a combined $31.5M — down 34% from $47.7M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of JXI and 2 opened new positions — a net loss of 9 holders — while 17 trimmed existing stakes and 12 added.

The largest buyer was Morgan Stanley, adding an estimated $2.93M. The largest seller was Jane Street, cutting an estimated $5.53M.

  • 59 institutional investors held iShares Global Utilities ETF (JXI) as of Q1 2023, down from 68 in Q4 2022.
  • Funds reported $31.5M of iShares Global Utilities ETF stock for Q1 2023, down 34% quarter-over-quarter.
  • 2 funds opened new iShares Global Utilities ETF positions in Q1 2023 and 11 closed out, a net change of -9 holders.
  • The largest iShares Global Utilities ETF buyer in Q1 2023 was Morgan Stanley, an estimated $2.93M added.
  • The largest iShares Global Utilities ETF seller in Q1 2023 was Jane Street, an estimated $5.53M sold.

Based on aggregated 13F filings for Q1 2023.