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iShares Global Utilities ETF
JXI

71 hedge funds and large institutions have $63.8M invested in iShares Global Utilities ETF in 2018 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 17 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

35% more capital invested

Capital invested by funds: $47.1M → $63.8M (+$16.7M)

16% more funds holding

Funds holding: 61 → 71 (+10)

9.45% more ownership

Funds ownership: 30.88% → 40.33% (+9.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

19% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 21

Holders
71
Holders Change
+10
Holders Change %
+16.39%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
17
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
+$7.95M
2
PAMU
Pictet Asset Management (UK)
United Kingdom
+$6.63M
3
CIM
Cambria Investment Management
California
+$6.22M
4
Bessemer Group
Bessemer Group
New Jersey
+$5.75M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$1.49M

Top Sellers

1
Jane Street
Jane Street
New York
-$3.8M
2
Morgan Stanley
Morgan Stanley
New York
-$1.77M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$583K
4
ACM
Aviance Capital Management
Florida
-$300K
5
Wells Fargo
Wells Fargo
California
-$213K
Name Holding Trade Value Shares
Change 		Change in
Stake
SFM
76
Signet Financial Management
New Jersey
– -$11K -220 Closed
1 2 3
4

JXI Hedge Fund Activity: Q4 2018 in Review

71 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Global Utilities ETF (JXI) for Q4 2018, worth a combined $63.8M — up 35% from $47.1M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new JXI positions and 6 closed out — a net gain of 10 holders — while 17 added to existing stakes and 21 trimmed.

The largest buyer was Wilbanks Smith & Thomas Asset Management, opening a new position worth an estimated $7.95M. The largest seller was Jane Street, exiting entirely with an estimated $3.8M sold.

  • 71 institutional investors held iShares Global Utilities ETF (JXI) as of Q4 2018, up from 61 in Q3 2018.
  • Funds reported $63.8M of iShares Global Utilities ETF stock for Q4 2018, up 35% quarter-over-quarter.
  • 16 funds opened new iShares Global Utilities ETF positions in Q4 2018 and 6 closed out, a net change of +10 holders.
  • The largest iShares Global Utilities ETF buyer in Q4 2018 was Wilbanks Smith & Thomas Asset Management, an estimated $7.95M added.
  • The largest iShares Global Utilities ETF seller in Q4 2018 was Jane Street, an estimated $3.8M sold.

Based on aggregated 13F filings for Q4 2018.