iShares Global Utilities ETF
JXI
71 hedge funds and large institutions have $68.6M invested in iShares Global Utilities ETF in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 8 closing their positions.
19% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 21
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
1% more funds holding
Funds holding: 70 → 71 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
14.19% less ownership
Funds ownership: 49.59% → 35.4% (-14%)
64% less capital invested
Capital invested by funds: $192M → $68.6M (-$124M)
Top Buyers
| 1 |
Goldman Sachs
New York
|
+$2.89M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.1M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.33M |
| 4 |
JP Morgan Chase
New York
|
+$840K |
| 5 |
AP
Advisors Preferred
Rockville,
Maryland
|
+$276K |
Top Sellers
| 1 |
AssetMark Inc
Concord,
California
|
-$117M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$6.77M |
| 3 |
Jane Street
New York
|
-$2.44M |
| 4 |
CAG
Csenge Advisory Group
Clearwater,
Florida
|
-$999K |
| 5 |
BlackRock
New York
|
-$806K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Mirae Asset Global Investments
Seoul,
South Korea
| – | -$572K | -9,800 | Closed |
|
|
W
77
WealthOne
Albany,
New York
| – | -$439K | -7,522 | Closed |
|
|
KWA
78
KCS Wealth Advisory
Los Angeles,
California
| – | -$83.4K | -1,428 | Closed |
|
|
CCM
79
Cribstone Capital Management
Augusta,
Maine
| – | -$10K | -174 | Closed |
|
JXI Hedge Fund Activity: Q4 2019 in Review
71 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Global Utilities ETF (JXI) for Q4 2019, worth a combined $68.6M — down 64% from $192M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new JXI positions and 8 closed out — a net gain of 1 holder — while 25 added to existing stakes and 21 trimmed.
The largest buyer was Goldman Sachs, opening a new position worth an estimated $2.89M. The largest seller was AssetMark Inc, exiting entirely with an estimated $117M sold.
- 71 institutional investors held iShares Global Utilities ETF (JXI) as of Q4 2019, up from 70 in Q3 2019.
- Funds reported $68.6M of iShares Global Utilities ETF stock for Q4 2019, down 64% quarter-over-quarter.
- 9 funds opened new iShares Global Utilities ETF positions in Q4 2019 and 8 closed out, a net change of +1 holder.
- The largest iShares Global Utilities ETF buyer in Q4 2019 was Goldman Sachs, an estimated $2.89M added.
- The largest iShares Global Utilities ETF seller in Q4 2019 was AssetMark Inc, an estimated $117M sold.
Based on aggregated 13F filings for Q4 2019.