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iShares Global Utilities ETF

49 hedge funds and large institutions have $77.9M invested in iShares Global Utilities ETF in 2014 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

14% more funds holding

Funds holding: 4349 (+6)

12% more capital invested

Capital invested by funds: $69.6M → $77.9M (+$8.33M)

7.89% more ownership

Funds ownership: 24.37%32.26% (+7.9%)

14% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 14

Holders
49
Holders Change
+6
Holders Change %
+13.95%
% of All Funds
1.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
12
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change

JXI Hedge Fund Activity: Q2 2014 in Review

49 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in iShares Global Utilities ETF (JXI) for Q2 2014, worth a combined $77.9M — up 12% from $69.6M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new JXI positions and 3 closed out — a net gain of 6 holders — while 12 added to existing stakes and 14 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.16M. The largest seller was Jane Street, exiting entirely with an estimated $780K sold.

  • 49 institutional investors held iShares Global Utilities ETF (JXI) as of Q2 2014, up from 43 in Q1 2014.
  • Funds reported $77.9M of iShares Global Utilities ETF stock for Q2 2014, up 12% quarter-over-quarter.
  • 9 funds opened new iShares Global Utilities ETF positions in Q2 2014 and 3 closed out, a net change of +6 holders.
  • The largest iShares Global Utilities ETF buyer in Q2 2014 was Morgan Stanley, an estimated $1.16M added.
  • The largest iShares Global Utilities ETF seller in Q2 2014 was Jane Street, an estimated $780K sold.

Based on aggregated 13F filings for Q2 2014.