iShares Global Utilities ETF
JXI
43 hedge funds and large institutions have $69.6M invested in iShares Global Utilities ETF in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 21 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
8% more capital invested
Capital invested by funds: $64.3M → $69.6M (+$5.29M)
8% more funds holding
Funds holding: 40 → 43 (+3)
5.64% less ownership
Funds ownership: 30% → 24.37% (-5.6%)
62% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
+$3.87M |
| 2 |
Nomura Asset Management
Tokyo,
Japan
|
+$1.56M |
| 3 |
Morgan Stanley
New York
|
+$895K |
| 4 |
ACM
Argentus Capital Management
Dallas,
Texas
|
+$526K |
| 5 |
VAM
Visionary Asset Management
Houston,
Texas
|
+$386K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.93M |
| 2 |
Jane Street
New York
|
-$1.41M |
| 3 |
SG Americas Securities
New York
|
-$888K |
| 4 |
Comerica Bank
Dallas,
Texas
|
-$783K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$419K |
JXI Hedge Fund Activity: Q1 2014 in Review
43 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in iShares Global Utilities ETF (JXI) for Q1 2014, worth a combined $69.6M — up 8.2% from $64.3M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new JXI positions and 3 closed out — a net gain of 3 holders — while 8 added to existing stakes and 21 trimmed.
The largest buyer was NewSquare Capital, adding an estimated $3.87M. The largest seller was Susquehanna International Group, cutting an estimated $3.93M.
- 43 institutional investors held iShares Global Utilities ETF (JXI) as of Q1 2014, up from 40 in Q4 2013.
- Funds reported $69.6M of iShares Global Utilities ETF stock for Q1 2014, up 8.2% quarter-over-quarter.
- 6 funds opened new iShares Global Utilities ETF positions in Q1 2014 and 3 closed out, a net change of +3 holders.
- The largest iShares Global Utilities ETF buyer in Q1 2014 was NewSquare Capital, an estimated $3.87M added.
- The largest iShares Global Utilities ETF seller in Q1 2014 was Susquehanna International Group, an estimated $3.93M sold.
Based on aggregated 13F filings for Q1 2014.