iShares Global Utilities ETF
JXI
40 hedge funds and large institutions have $64.3M invested in iShares Global Utilities ETF in 2013 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 19 reducing their positions, and 7 closing their positions.
2.91% less ownership
Funds ownership: 32.91% → 30% (-2.9%)
5% less funds holding
Funds holding: 42 → 40 (-2)
10% less capital invested
Capital invested by funds: $71.5M → $64.3M (-$7.21M)
29% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 7
63% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$1.36M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$1.24M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$962K |
| 4 |
Jane Street
New York
|
+$560K |
| 5 |
Morgan Stanley
New York
|
+$68.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
-$2.11M |
| 2 |
ECAM
East Coast Asset Management
Essex,
Massachusetts
|
-$1.62M |
| 3 |
LPL Financial
San Diego,
California
|
-$1.39M |
| 4 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$1.27M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.25M |
JXI Hedge Fund Activity: Q4 2013 in Review
40 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in iShares Global Utilities ETF (JXI) for Q4 2013, worth a combined $64.3M — down 10% from $71.5M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of JXI and 5 opened new positions — a net loss of 2 holders — while 19 trimmed existing stakes and 7 added.
The largest buyer was Goldman Sachs, opening a new position worth an estimated $1.36M. The largest seller was SG Americas Securities, cutting an estimated $2.11M.
- 40 institutional investors held iShares Global Utilities ETF (JXI) as of Q4 2013, down from 42 in Q3 2013.
- Funds reported $64.3M of iShares Global Utilities ETF stock for Q4 2013, down 10% quarter-over-quarter.
- 5 funds opened new iShares Global Utilities ETF positions in Q4 2013 and 7 closed out, a net change of -2 holders.
- The largest iShares Global Utilities ETF buyer in Q4 2013 was Goldman Sachs, an estimated $1.36M added.
- The largest iShares Global Utilities ETF seller in Q4 2013 was SG Americas Securities, an estimated $2.11M sold.
Based on aggregated 13F filings for Q4 2013.