iShares Global Utilities ETF
JXI
52 hedge funds and large institutions have $44.1M invested in iShares Global Utilities ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 7 closing their positions.
26% more capital invested
Capital invested by funds: $35M → $44.1M (+$9.11M)
13% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 16
6.62% more ownership
Funds ownership: 22.01% → 28.63% (+6.6%)
4% less funds holding
Funds holding: 54 → 52 (-2)
29% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 7
Top Buyers
| 1 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
+$8.55M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$3.21M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$2.73M |
| 4 |
Morgan Stanley
New York
|
+$1.14M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$442K |
Top Sellers
| 1 |
LPL Financial
San Diego,
California
|
-$2.44M |
| 2 |
AP
Advisors Preferred
Rockville,
Maryland
|
-$865K |
| 3 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
-$267K |
| 4 |
Jane Street
New York
|
-$214K |
| 5 |
Creative Planning
Overland Park,
Kansas
|
-$212K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TAM
51
Tucker Asset Management
Littleton,
Colorado
| $642 | – | – | – |
|
|
CAM
52
Creekmur Asset Management
Morton,
Illinois
| $57 | – | – | – |
|
|
AP
53
Advisors Preferred
Rockville,
Maryland
| – | -$865K | -12,169 | Closed |
|
|
54
Jane Street
New York
| – | -$214K | -3,026 | Closed |
|
|
55
Creative Planning
Overland Park,
Kansas
| – | -$212K | -3,000 | Closed |
|
56
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$203K | -2,874 | Closed |
|
|
PA
57
Parallel Advisors
San Francisco,
California
| – | -$77.8K | -1,100 | Closed |
|
58
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$17.9K | -253 | Closed |
|
|
TF
59
Tompkins Financial
Ithaca,
New York
| – | -$17.7K | -250 | Closed |
|
JXI Hedge Fund Activity: Q4 2024 in Review
52 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Global Utilities ETF (JXI) for Q4 2024, worth a combined $44.1M — up 26% from $35M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of JXI and 5 opened new positions — a net loss of 2 holders — while 16 trimmed existing stakes and 18 added.
The largest buyer was Cambria Investment Management, opening a new position worth an estimated $8.55M. The largest seller was LPL Financial, cutting an estimated $2.44M.
- 52 institutional investors held iShares Global Utilities ETF (JXI) as of Q4 2024, down from 54 in Q3 2024.
- Funds reported $44.1M of iShares Global Utilities ETF stock for Q4 2024, up 26% quarter-over-quarter.
- 5 funds opened new iShares Global Utilities ETF positions in Q4 2024 and 7 closed out, a net change of -2 holders.
- The largest iShares Global Utilities ETF buyer in Q4 2024 was Cambria Investment Management, an estimated $8.55M added.
- The largest iShares Global Utilities ETF seller in Q4 2024 was LPL Financial, an estimated $2.44M sold.
Based on aggregated 13F filings for Q4 2024.