iShares Global Utilities ETF
JXI
49 hedge funds and large institutions have $38.9M invested in iShares Global Utilities ETF in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 6 closing their positions.
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
15% more capital invested
Capital invested by funds: $33.8M → $38.9M (+$5.09M)
2% more funds holding
Funds holding: 48 → 49 (+1)
1.77% more ownership
Funds ownership: 26.51% → 28.29% (+1.8%)
8% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NR
Newfound Research
Wellesley Hills,
Massachusetts
|
+$3.01M |
| 2 |
Morgan Stanley
New York
|
+$2.51M |
| 3 |
WI
WrapManager Inc
Mill Valley,
California
|
+$755K |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$654K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$591K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
-$1.83M |
| 2 |
Jane Street
New York
|
-$1.82M |
| 3 |
VKH
Virtu KCG Holdings
New York
|
-$759K |
| 4 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$707K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$397K |
JXI Hedge Fund Activity: Q1 2017 in Review
49 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in iShares Global Utilities ETF (JXI) for Q1 2017, worth a combined $38.9M — up 15% from $33.8M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new JXI positions and 6 closed out — a net gain of 3 holders — while 12 added to existing stakes and 13 trimmed.
The largest buyer was Newfound Research, opening a new position worth an estimated $3.01M. The largest seller was SG Americas Securities, exiting entirely with an estimated $1.83M sold.
- 49 institutional investors held iShares Global Utilities ETF (JXI) as of Q1 2017, up from 48 in Q4 2016.
- Funds reported $38.9M of iShares Global Utilities ETF stock for Q1 2017, up 15% quarter-over-quarter.
- 9 funds opened new iShares Global Utilities ETF positions in Q1 2017 and 6 closed out, a net change of +3 holders.
- The largest iShares Global Utilities ETF buyer in Q1 2017 was Newfound Research, an estimated $3.01M added.
- The largest iShares Global Utilities ETF seller in Q1 2017 was SG Americas Securities, an estimated $1.83M sold.
Based on aggregated 13F filings for Q1 2017.