iShares Global Utilities ETF
JXI
42 hedge funds and large institutions have $71.5M invested in iShares Global Utilities ETF in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 21 reducing their positions, and 7 closing their positions.
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
2.29% less ownership
Funds ownership: 35.2% → 32.91% (-2.3%)
2% less funds holding
Funds holding: 43 → 42 (-1)
7% less capital invested
Capital invested by funds: $76.5M → $71.5M (-$4.99M)
62% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
+$2.46M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.37M |
| 3 |
SI
SII Investments
Appleton,
Wisconsin
|
+$919K |
| 4 |
Comerica Bank
Dallas,
Texas
|
+$457K |
| 5 |
PAS
Partnervest Advisory Services
Santa Barbara,
California
|
+$256K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
-$4.16M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.79M |
| 3 |
Morgan Stanley
New York
|
-$1.48M |
| 4 |
Jane Street
New York
|
-$1.21M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$1.19M |
JXI Hedge Fund Activity: Q3 2013 in Review
42 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in iShares Global Utilities ETF (JXI) for Q3 2013, worth a combined $71.5M — down 6.5% from $76.5M a quarter earlier.
Fund positioning in JXI was balanced in Q3 2013: 7 funds opened new positions, 7 closed out, 8 added to existing stakes and 21 trimmed.
The largest buyer was SG Americas Securities, adding an estimated $2.46M. The largest seller was UBS, cutting an estimated $4.16M.
- 42 institutional investors held iShares Global Utilities ETF (JXI) as of Q3 2013, down from 43 in Q2 2013.
- Funds reported $71.5M of iShares Global Utilities ETF stock for Q3 2013, down 6.5% quarter-over-quarter.
- 7 funds opened new iShares Global Utilities ETF positions in Q3 2013 and 7 closed out, a net change of 0 holders.
- The largest iShares Global Utilities ETF buyer in Q3 2013 was SG Americas Securities, an estimated $2.46M added.
- The largest iShares Global Utilities ETF seller in Q3 2013 was UBS, an estimated $4.16M sold.
Based on aggregated 13F filings for Q3 2013.