iShares Global Utilities ETF
JXI
54 hedge funds and large institutions have $35M invested in iShares Global Utilities ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 7 closing their positions.
8% more capital invested
Capital invested by funds: $32.4M → $35M (+$2.6M)
8% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 13
0% more funds holding
Funds holding: 54 → 54 (0)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
4.57% less ownership
Funds ownership: 26.58% → 22.01% (-4.6%)
Top Buyers
Top Sellers
| 1 |
Jane Street
New York
|
-$3.19M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$2.83M |
| 3 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
-$2.04M |
| 4 |
AWS
Atria Wealth Solutions
New York
|
-$618K |
| 5 |
Morgan Stanley
New York
|
-$406K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFGS
51
Concourse Financial Group Securities
Birmingham,
Alabama
| $7.07K | – | – | – |
|
52
National Bank of Canada
Montreal,
Quebec, Canada
| $7.07K | – | – | – |
|
|
TAM
53
Tucker Asset Management
Littleton,
Colorado
| $707 | +$652 | +10 | New |
|
|
CAM
54
Creekmur Asset Management
Morton,
Illinois
| $62 | -$65 | -1 | -50% |
|
|
AWS
55
Atria Wealth Solutions
New York
| – | -$618K | -10,314 | Closed |
|
56
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$285K | -4,651 | Closed |
|
|
CL
57
COWA LLC
Tulsa,
Oklahoma
| – | -$239K | -4,000 | Closed |
|
|
GIA
58
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
| – | -$232K | -3,881 | Closed |
|
|
NFSG
59
Newbridge Financial Services Group
Boca Raton,
Florida
| – | -$44.9K | -750 | Closed |
|
|
CP
60
Castleview Partners
Dallas,
Texas
| – | -$6.47K | -108 | Closed |
|
|
RIA
61
Realta Investment Advisors
Wilmington,
Delaware
| – | -$5.09K | -85 | Closed |
|
JXI Hedge Fund Activity: Q3 2024 in Review
54 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Global Utilities ETF (JXI) for Q3 2024, worth a combined $35M — up 8% from $32.4M a quarter earlier.
Fund positioning in JXI was balanced in Q3 2024: 7 funds opened new positions, 7 closed out, 14 added to existing stakes and 13 trimmed.
The largest buyer was LPL Financial, adding an estimated $2.77M. The largest seller was Jane Street, cutting an estimated $3.19M.
- 54 institutional investors held iShares Global Utilities ETF (JXI) as of Q3 2024, unchanged from Q2 2024.
- Funds reported $35M of iShares Global Utilities ETF stock for Q3 2024, up 8% quarter-over-quarter.
- 7 funds opened new iShares Global Utilities ETF positions in Q3 2024 and 7 closed out, a net change of 0 holders.
- The largest iShares Global Utilities ETF buyer in Q3 2024 was LPL Financial, an estimated $2.77M added.
- The largest iShares Global Utilities ETF seller in Q3 2024 was Jane Street, an estimated $3.19M sold.
Based on aggregated 13F filings for Q3 2024.