iShares Global Utilities ETF
JXI
45 hedge funds and large institutions have $44.4M invested in iShares Global Utilities ETF in 2015 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 20 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
2% more funds holding
Funds holding: 44 → 45 (+1)
4.07% less ownership
Funds ownership: 33.1% → 29.03% (-4.1%)
16% less capital invested
Capital invested by funds: $52.8M → $44.4M (-$8.46M)
60% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
+$1.62M |
| 2 |
VKH
Virtu KCG Holdings
New York
|
+$1.4M |
| 3 |
Nomura Asset Management
Tokyo,
Japan
|
+$1.38M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$680K |
| 5 |
HSBC Holdings
London,
United Kingdom
|
+$364K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NC
NewSquare Capital
Newtown Square,
Pennsylvania
|
-$2.62M |
| 2 |
Morgan Stanley
New York
|
-$2.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.88M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.53M |
| 5 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$1.1M |
JXI Hedge Fund Activity: Q3 2015 in Review
45 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in iShares Global Utilities ETF (JXI) for Q3 2015, worth a combined $44.4M — down 16% from $52.8M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new JXI positions and 5 closed out — a net gain of 2 holders — while 8 added to existing stakes and 20 trimmed.
The largest buyer was SG Americas Securities, opening a new position worth an estimated $1.62M. The largest seller was NewSquare Capital, exiting entirely with an estimated $2.62M sold.
- 45 institutional investors held iShares Global Utilities ETF (JXI) as of Q3 2015, up from 44 in Q2 2015.
- Funds reported $44.4M of iShares Global Utilities ETF stock for Q3 2015, down 16% quarter-over-quarter.
- 7 funds opened new iShares Global Utilities ETF positions in Q3 2015 and 5 closed out, a net change of +2 holders.
- The largest iShares Global Utilities ETF buyer in Q3 2015 was SG Americas Securities, an estimated $1.62M added.
- The largest iShares Global Utilities ETF seller in Q3 2015 was NewSquare Capital, an estimated $2.62M sold.
Based on aggregated 13F filings for Q3 2015.