iShares Global Utilities ETF
JXI
54 hedge funds and large institutions have $62M invested in iShares Global Utilities ETF in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
36% more capital invested
Capital invested by funds: $45.5M → $62M (+$16.5M)
23% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 13
8% more funds holding
Funds holding: 50 → 54 (+4)
5.55% more ownership
Funds ownership: 30.4% → 35.95% (+5.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
+$3.54M |
| 2 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$2.27M |
| 3 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
+$2.17M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$2.07M |
| 5 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
+$1.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PBT
Pictet Bank & Trust
Nassau,
Bahamas
|
-$549K |
| 2 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$518K |
| 3 |
BlackRock
New York
|
-$389K |
| 4 |
PWM
Perigon Wealth Management
San Francisco,
California
|
-$270K |
| 5 |
ECAM
East Coast Asset Management
Essex,
Massachusetts
|
-$206K |
JXI Hedge Fund Activity: Q3 2017 in Review
54 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in iShares Global Utilities ETF (JXI) for Q3 2017, worth a combined $62M — up 36% from $45.5M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new JXI positions and 4 closed out — a net gain of 4 holders — while 16 added to existing stakes and 13 trimmed.
The largest buyer was Wilbanks Smith & Thomas Asset Management, opening a new position worth an estimated $3.54M. The largest seller was Pictet Bank & Trust, exiting entirely with an estimated $549K sold.
- 54 institutional investors held iShares Global Utilities ETF (JXI) as of Q3 2017, up from 50 in Q2 2017.
- Funds reported $62M of iShares Global Utilities ETF stock for Q3 2017, up 36% quarter-over-quarter.
- 8 funds opened new iShares Global Utilities ETF positions in Q3 2017 and 4 closed out, a net change of +4 holders.
- The largest iShares Global Utilities ETF buyer in Q3 2017 was Wilbanks Smith & Thomas Asset Management, an estimated $3.54M added.
- The largest iShares Global Utilities ETF seller in Q3 2017 was Pictet Bank & Trust, an estimated $549K sold.
Based on aggregated 13F filings for Q3 2017.