iShares Global Utilities ETF
JXI
66 hedge funds and large institutions have $52.9M invested in iShares Global Utilities ETF in 2017 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 2 closing their positions.
650% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 2
22% more funds holding
Funds holding: 54 → 66 (+12)
1.5% less ownership
Funds ownership: 35.95% → 34.45% (-1.5%)
10% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 20
15% less capital invested
Capital invested by funds: $62M → $52.9M (-$9.07M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.68M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.53M |
| 3 |
BIA
Barry Investment Advisors
New Bedford,
Massachusetts
|
+$435K |
| 4 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
+$423K |
| 5 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$278K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$4.29M |
| 2 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
-$3.53M |
| 3 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$2.27M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$1.72M |
| 5 |
Jane Street
New York
|
-$490K |
JXI Hedge Fund Activity: Q4 2017 in Review
66 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in iShares Global Utilities ETF (JXI) for Q4 2017, worth a combined $52.9M — down 15% from $62M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new JXI positions and 2 closed out — a net gain of 13 holders — while 18 added to existing stakes and 20 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $1.68M. The largest seller was Transamerica Financial Advisors, cutting an estimated $4.29M.
- 66 institutional investors held iShares Global Utilities ETF (JXI) as of Q4 2017, up from 54 in Q3 2017.
- Funds reported $52.9M of iShares Global Utilities ETF stock for Q4 2017, down 15% quarter-over-quarter.
- 15 funds opened new iShares Global Utilities ETF positions in Q4 2017 and 2 closed out, a net change of +13 holders.
- The largest iShares Global Utilities ETF buyer in Q4 2017 was Susquehanna International Group, an estimated $1.68M added.
- The largest iShares Global Utilities ETF seller in Q4 2017 was Transamerica Financial Advisors, an estimated $4.29M sold.
Based on aggregated 13F filings for Q4 2017.