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iShares Global Utilities ETF
JXI

60 hedge funds and large institutions have $45.1M invested in iShares Global Utilities ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more capital invested

Capital invested by funds: $34.9M → $45.1M (+$10.2M)

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

10.7% more ownership

Funds ownership: 24.3% → 35% (+11%)

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

2% less funds holding

Funds holding: 61 → 60 (-1)

Holders
60
Holders Change
-1
Holders Change %
-1.64%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
15
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIS
Strategic Investment Solutions
Illinois
+$8.78M
2
Jane Street
Jane Street
New York
+$6.22M
3
Bank of America
Bank of America
North Carolina
+$1.26M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$812K
5
GIA
Gladstone Institutional Advisory
Florida
+$280K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.65M
2
UBS Group
UBS Group
Switzerland
-$819K
3
Citadel Advisors
Citadel Advisors
Florida
-$432K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$230K
5
KC
Knuff & Co
California
-$112K
Name Holding Trade Value Shares
Change 		Change in
Stake
LB
51
Legacy Bridge
Iowa
$12.6K – – –
Fidelity Investments
52
Fidelity Investments
Massachusetts
$10.2K -$817 -14 -7%
IPW
53
Impact Partnership Wealth
Georgia
$9.39K +$10.2K +174 New
MCA
54
Maryland Capital Advisors
Maryland
$8.1K – – –
CP
55
Castleview Partners
Texas
$5.83K – – –
GFPC
56
Global Financial Private Client
Florida
$5.64K – – –
CFGS
57
Concourse Financial Group Securities
Alabama
$5.4K – – –
National Bank of Canada
58
National Bank of Canada
Quebec, Canada
$5.17K – – –
RIA
59
Realta Investment Advisors
Delaware
$5.08K – – –
US Bancorp
60
US Bancorp
Minnesota
$486 +$525 +9 New
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
– -$230K -3,842 Closed
KC
62
Knuff & Co
California
– -$112K -1,875 Closed
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
– -$11.2K -188 Closed
TFP
64
Tilia Fiduciary Partners
North Carolina
– -$4.13K -69 Closed
1 2
3

JXI Hedge Fund Activity: Q3 2023 in Review

60 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Global Utilities ETF (JXI) for Q3 2023, worth a combined $45.1M — up 29% from $34.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new JXI positions and 4 closed out — a net gain of 1 holder — while 15 added to existing stakes and 16 trimmed.

The largest buyer was Strategic Investment Solutions, adding an estimated $8.78M. The largest seller was Morgan Stanley, cutting an estimated $1.65M.

  • 60 institutional investors held iShares Global Utilities ETF (JXI) as of Q3 2023, down from 61 in Q2 2023.
  • Funds reported $45.1M of iShares Global Utilities ETF stock for Q3 2023, up 29% quarter-over-quarter.
  • 5 funds opened new iShares Global Utilities ETF positions in Q3 2023 and 4 closed out, a net change of +1 holder.
  • The largest iShares Global Utilities ETF buyer in Q3 2023 was Strategic Investment Solutions, an estimated $8.78M added.
  • The largest iShares Global Utilities ETF seller in Q3 2023 was Morgan Stanley, an estimated $1.65M sold.

Based on aggregated 13F filings for Q3 2023.