iShares Global Utilities ETF
JXI
53 hedge funds and large institutions have $94.9M invested in iShares Global Utilities ETF in 2014 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 5 closing their positions.
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
22% more capital invested
Capital invested by funds: $77.9M → $94.9M (+$17M)
13% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 16
8.74% more ownership
Funds ownership: 32.26% → 41% (+8.7%)
8% more funds holding
Funds holding: 49 → 53 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
X
Xponance
Philadelphia,
Pennsylvania
|
+$13.9M |
| 2 |
New York State Common Retirement Fund
Albany,
New York
|
+$13.8M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$4.14M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$2.25M |
| 5 |
Jane Street
New York
|
+$2.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
-$12.2M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$2.05M |
| 3 |
Nomura Asset Management
Tokyo,
Japan
|
-$1.22M |
| 4 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$459K |
| 5 |
FMI
Factory Mutual Insurance
Waltham,
Massachusetts
|
-$399K |
JXI Hedge Fund Activity: Q3 2014 in Review
53 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in iShares Global Utilities ETF (JXI) for Q3 2014, worth a combined $94.9M — up 22% from $77.9M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new JXI positions and 5 closed out — a net gain of 4 holders — while 18 added to existing stakes and 16 trimmed.
The largest buyer was Xponance, opening a new position worth an estimated $13.9M. The largest seller was SG Americas Securities, cutting an estimated $12.2M.
- 53 institutional investors held iShares Global Utilities ETF (JXI) as of Q3 2014, up from 49 in Q2 2014.
- Funds reported $94.9M of iShares Global Utilities ETF stock for Q3 2014, up 22% quarter-over-quarter.
- 9 funds opened new iShares Global Utilities ETF positions in Q3 2014 and 5 closed out, a net change of +4 holders.
- The largest iShares Global Utilities ETF buyer in Q3 2014 was Xponance, an estimated $13.9M added.
- The largest iShares Global Utilities ETF seller in Q3 2014 was SG Americas Securities, an estimated $12.2M sold.
Based on aggregated 13F filings for Q3 2014.