iShares Global Utilities ETF
JXI
56 hedge funds and large institutions have $57.7M invested in iShares Global Utilities ETF in 2016 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 13 increasing their positions, 20 reducing their positions, and 3 closing their positions.
367% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 3
24% more funds holding
Funds holding: 45 → 56 (+11)
3% more capital invested
Capital invested by funds: $55.9M → $57.7M (+$1.76M)
0.69% more ownership
Funds ownership: 33.12% → 33.81% (+0.69%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
35% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
+$1.86M |
| 2 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
+$1.15M |
| 3 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$1.07M |
| 4 |
Jane Street
New York
|
+$732K |
| 5 |
VKH
Virtu KCG Holdings
New York
|
+$640K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NR
Newfound Research
Wellesley Hills,
Massachusetts
|
-$2.82M |
| 2 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$1.82M |
| 3 |
LPL Financial
San Diego,
California
|
-$1.03M |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$949K |
| 5 |
WI
WrapManager Inc
Mill Valley,
California
|
-$617K |
JXI Hedge Fund Activity: Q2 2016 in Review
56 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in iShares Global Utilities ETF (JXI) for Q2 2016, worth a combined $57.7M — up 3.1% from $55.9M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new JXI positions and 3 closed out — a net gain of 11 holders — while 13 added to existing stakes and 20 trimmed.
The largest buyer was SG Americas Securities, opening a new position worth an estimated $1.86M. The largest seller was Newfound Research, cutting an estimated $2.82M.
- 56 institutional investors held iShares Global Utilities ETF (JXI) as of Q2 2016, up from 45 in Q1 2016.
- Funds reported $57.7M of iShares Global Utilities ETF stock for Q2 2016, up 3.1% quarter-over-quarter.
- 14 funds opened new iShares Global Utilities ETF positions in Q2 2016 and 3 closed out, a net change of +11 holders.
- The largest iShares Global Utilities ETF buyer in Q2 2016 was SG Americas Securities, an estimated $1.86M added.
- The largest iShares Global Utilities ETF seller in Q2 2016 was Newfound Research, an estimated $2.82M sold.
Based on aggregated 13F filings for Q2 2016.