iShares Global Utilities ETF
JXI
62 hedge funds and large institutions have $43.4M invested in iShares Global Utilities ETF in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 12 increasing their positions, 19 reducing their positions, and 8 closing their positions.
75% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 8
16% more capital invested
Capital invested by funds: $37.3M → $43.4M (+$6.07M)
11% more funds holding
Funds holding: 56 → 62 (+6)
1.34% more ownership
Funds ownership: 28.71% → 30.05% (+1.3%)
37% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NR
Newfound Research
Wellesley Hills,
Massachusetts
|
+$7.04M |
| 2 |
WI
WrapManager Inc
Mill Valley,
California
|
+$1.65M |
| 3 |
IFS
Ifrah Financial Services
Little Rock,
Arkansas
|
+$1.25M |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$1.23M |
| 5 |
Jane Street
New York
|
+$1.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.52M |
| 3 |
GT
Greenleaf Trust
Kalamazoo,
Michigan
|
-$920K |
| 4 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
-$351K |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$338K |
JXI Hedge Fund Activity: Q2 2018 in Review
62 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in iShares Global Utilities ETF (JXI) for Q2 2018, worth a combined $43.4M — up 16% from $37.3M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new JXI positions and 8 closed out — a net gain of 6 holders — while 12 added to existing stakes and 19 trimmed.
The largest buyer was Newfound Research, opening a new position worth an estimated $7.04M. The largest seller was Morgan Stanley, cutting an estimated $3.3M.
- 62 institutional investors held iShares Global Utilities ETF (JXI) as of Q2 2018, up from 56 in Q1 2018.
- Funds reported $43.4M of iShares Global Utilities ETF stock for Q2 2018, up 16% quarter-over-quarter.
- 14 funds opened new iShares Global Utilities ETF positions in Q2 2018 and 8 closed out, a net change of +6 holders.
- The largest iShares Global Utilities ETF buyer in Q2 2018 was Newfound Research, an estimated $7.04M added.
- The largest iShares Global Utilities ETF seller in Q2 2018 was Morgan Stanley, an estimated $3.3M sold.
Based on aggregated 13F filings for Q2 2018.