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iShares Global Utilities ETF
JXI

56 hedge funds and large institutions have $33.9M invested in iShares Global Utilities ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less funds holding

Funds holding: 60 → 56 (-4)

8.62% less ownership

Funds ownership: 35% → 26.39% (-8.6%)

25% less capital invested

Capital invested by funds: $45.1M → $33.9M (-$11.2M)

38% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 21

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

Holders
56
Holders Change
-4
Holders Change %
-6.67%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
13
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$4.8M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$755K
3
KAS
Kestra Advisory Services
Texas
+$412K
4
LPL Financial
LPL Financial
California
+$212K
5
Bessemer Group
Bessemer Group
New Jersey
+$208K

Top Sellers

1
SIS
Strategic Investment Solutions
Illinois
-$8.48M
2
Jane Street
Jane Street
New York
-$5.7M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.51M
4
Baird Financial Group
Baird Financial Group
Wisconsin
-$1.05M
5
Bank of America
Bank of America
North Carolina
-$956K
Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
51
Maryland Capital Advisors
Maryland
$8.77K – – –
GFPC
52
Global Financial Private Client
Florida
$6.37K – – –
CP
53
Castleview Partners
Texas
$6.31K – – –
National Bank of Canada
54
National Bank of Canada
Quebec, Canada
$5.86K – – –
CFGS
55
Concourse Financial Group Securities
Alabama
$5.84K – – –
Jones Financial Companies
56
Jones Financial Companies
Missouri
$5.84K +$5.62K +100 New
Citadel Advisors
57
Citadel Advisors
Florida
– -$1.51M -28,002 Closed
Baird Financial Group
58
Baird Financial Group
Wisconsin
– -$1.05M -19,369 Closed
SF
59
Synovus Financial
Georgia
– -$695K -12,882 Closed
EAM
60
Evanson Asset Management
California
– -$352K -6,520 Closed
WSTAM
61
Wilbanks Smith & Thomas Asset Management
Virginia
– -$267K -4,954 Closed
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
– -$247K -4,580 Closed
RIA
63
Realta Investment Advisors
Delaware
– -$5.08K -85 Closed
US Bancorp
64
US Bancorp
Minnesota
– -$486 -9 Closed
1 2
3

JXI Hedge Fund Activity: Q4 2023 in Review

56 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Global Utilities ETF (JXI) for Q4 2023, worth a combined $33.9M — down 25% from $45.1M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of JXI and 4 opened new positions — a net loss of 4 holders — while 21 trimmed existing stakes and 13 added.

The largest buyer was Morgan Stanley, adding an estimated $4.8M. The largest seller was Strategic Investment Solutions, cutting an estimated $8.48M.

  • 56 institutional investors held iShares Global Utilities ETF (JXI) as of Q4 2023, down from 60 in Q3 2023.
  • Funds reported $33.9M of iShares Global Utilities ETF stock for Q4 2023, down 25% quarter-over-quarter.
  • 4 funds opened new iShares Global Utilities ETF positions in Q4 2023 and 8 closed out, a net change of -4 holders.
  • The largest iShares Global Utilities ETF buyer in Q4 2023 was Morgan Stanley, an estimated $4.8M added.
  • The largest iShares Global Utilities ETF seller in Q4 2023 was Strategic Investment Solutions, an estimated $8.48M sold.

Based on aggregated 13F filings for Q4 2023.