iShares Global Utilities ETF
JXI
52 hedge funds and large institutions have $32M invested in iShares Global Utilities ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 19 reducing their positions, and 6 closing their positions.
0.57% less ownership
Funds ownership: 26.39% → 25.82% (-0.57%)
6% less capital invested
Capital invested by funds: $33.9M → $32M (-$1.91M)
7% less funds holding
Funds holding: 56 → 52 (-4)
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
53% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 19
Top Buyers
| 1 |
Jane Street
New York
|
+$2.21M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.18M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$962K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$838K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
+$280K |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$5.44M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$804K |
| 3 |
IFS
Ifrah Financial Services
Little Rock,
Arkansas
|
-$477K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$309K |
| 5 |
Bessemer Group
Woodbridge,
New Jersey
|
-$210K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RIA
51
Realta Investment Advisors
Wilmington,
Delaware
| $5.02K | +$4.83K | +85 | New |
|
52
Fidelity Investments
Boston,
Massachusetts
| $3.42K | -$7.21K | -127 | -69% |
|
|
IFS
53
Ifrah Financial Services
Little Rock,
Arkansas
| – | -$477K | -8,162 | Closed |
|
54
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$58.5K | -1,000 | Closed |
|
55
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$10.4K | -177 | Closed |
|
|
MCA
56
Maryland Capital Advisors
Chester,
Maryland
| – | -$8.77K | -150 | Closed |
|
|
GFPC
57
Global Financial Private Client
Sarasota,
Florida
| – | -$6.37K | -109 | Closed |
|
58
Jones Financial Companies
Des Peres,
Missouri
| – | -$5.84K | -100 | Closed |
|
JXI Hedge Fund Activity: Q1 2024 in Review
52 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Global Utilities ETF (JXI) for Q1 2024, worth a combined $32M — down 5.6% from $33.9M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of JXI and 3 opened new positions — a net loss of 3 holders — while 19 trimmed existing stakes and 9 added.
The largest buyer was Jane Street, adding an estimated $2.21M. The largest seller was Morgan Stanley, cutting an estimated $5.44M.
- 52 institutional investors held iShares Global Utilities ETF (JXI) as of Q1 2024, down from 56 in Q4 2023.
- Funds reported $32M of iShares Global Utilities ETF stock for Q1 2024, down 5.6% quarter-over-quarter.
- 3 funds opened new iShares Global Utilities ETF positions in Q1 2024 and 6 closed out, a net change of -3 holders.
- The largest iShares Global Utilities ETF buyer in Q1 2024 was Jane Street, an estimated $2.21M added.
- The largest iShares Global Utilities ETF seller in Q1 2024 was Morgan Stanley, an estimated $5.44M sold.
Based on aggregated 13F filings for Q1 2024.