iShares Global Utilities ETF
JXI
54 hedge funds and large institutions have $32.4M invested in iShares Global Utilities ETF in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
4% more funds holding
Funds holding: 52 → 54 (+2)
1% more capital invested
Capital invested by funds: $32M → $32.4M (+$361K)
0.77% more ownership
Funds ownership: 25.82% → 26.58% (+0.77%)
0% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 15
Top Buyers
Top Sellers
| 1 |
CBFP
Cedar Brook Financial Partners
Cleveland,
Ohio
|
-$1.41M |
| 2 |
Jane Street
New York
|
-$1.06M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$776K |
| 5 |
Morgan Stanley
New York
|
-$480K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFGS
51
Concourse Financial Group Securities
Birmingham,
Alabama
| $5.99K | – | – | – |
|
52
National Bank of Canada
Montreal,
Quebec, Canada
| $5.97K | – | – | – |
|
|
RIA
53
Realta Investment Advisors
Wilmington,
Delaware
| $5.09K | – | – | – |
|
|
CAM
54
Creekmur Asset Management
Morton,
Illinois
| $100 | -$15.2K | -249 | -99% |
|
|
CBFP
55
Cedar Brook Financial Partners
Cleveland,
Ohio
| – | -$1.41M | -23,886 | Closed |
|
|
56
Citadel Advisors
Miami,
Florida
| – | -$1M | -16,949 | Closed |
|
|
LB
57
Legacy Bridge
West Des Moines,
Iowa
| – | -$13.8K | -233 | Closed |
|
|
IPW
58
Impact Partnership Wealth
Marietta,
Georgia
| – | -$10.3K | -174 | Closed |
|
JXI Hedge Fund Activity: Q2 2024 in Review
54 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Global Utilities ETF (JXI) for Q2 2024, worth a combined $32.4M — up 1.1% from $32M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new JXI positions and 4 closed out — a net gain of 3 holders — while 15 added to existing stakes and 15 trimmed.
The largest buyer was Cresset Asset Management, opening a new position worth an estimated $2.63M. The largest seller was Cedar Brook Financial Partners, exiting entirely with an estimated $1.41M sold.
- 54 institutional investors held iShares Global Utilities ETF (JXI) as of Q2 2024, up from 52 in Q1 2024.
- Funds reported $32.4M of iShares Global Utilities ETF stock for Q2 2024, up 1.1% quarter-over-quarter.
- 7 funds opened new iShares Global Utilities ETF positions in Q2 2024 and 4 closed out, a net change of +3 holders.
- The largest iShares Global Utilities ETF buyer in Q2 2024 was Cresset Asset Management, an estimated $2.63M added.
- The largest iShares Global Utilities ETF seller in Q2 2024 was Cedar Brook Financial Partners, an estimated $1.41M sold.
Based on aggregated 13F filings for Q2 2024.