iShares Global Utilities ETF
JXI
56 hedge funds and large institutions have $37.3M invested in iShares Global Utilities ETF in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 18 reducing their positions, and 16 closing their positions.
5.74% less ownership
Funds ownership: 34.45% → 28.71% (-5.7%)
15% less funds holding
Funds holding: 66 → 56 (-10)
29% less capital invested
Capital invested by funds: $52.9M → $37.3M (-$15.6M)
33% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 18
63% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$5.19M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$956K |
| 3 |
Nomura Asset Management
Tokyo,
Japan
|
+$479K |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
+$307K |
| 5 |
BIA
Barry Investment Advisors
New Bedford,
Massachusetts
|
+$203K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NR
Newfound Research
Wellesley Hills,
Massachusetts
|
-$5.43M |
| 2 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
-$4.4M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.09M |
| 4 |
CCP
Cardan Capital Partners
Denver,
Colorado
|
-$2.13M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.47M |
JXI Hedge Fund Activity: Q1 2018 in Review
56 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in iShares Global Utilities ETF (JXI) for Q1 2018, worth a combined $37.3M — down 29% from $52.9M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of JXI and 6 opened new positions — a net loss of 10 holders — while 18 trimmed existing stakes and 12 added.
The largest buyer was Morgan Stanley, adding an estimated $5.19M. The largest seller was Newfound Research, exiting entirely with an estimated $5.43M sold.
- 56 institutional investors held iShares Global Utilities ETF (JXI) as of Q1 2018, down from 66 in Q4 2017.
- Funds reported $37.3M of iShares Global Utilities ETF stock for Q1 2018, down 29% quarter-over-quarter.
- 6 funds opened new iShares Global Utilities ETF positions in Q1 2018 and 16 closed out, a net change of -10 holders.
- The largest iShares Global Utilities ETF buyer in Q1 2018 was Morgan Stanley, an estimated $5.19M added.
- The largest iShares Global Utilities ETF seller in Q1 2018 was Newfound Research, an estimated $5.43M sold.
Based on aggregated 13F filings for Q1 2018.