iShares Global Utilities ETF
JXI
73 hedge funds and large institutions have $76.7M invested in iShares Global Utilities ETF in 2019 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 14 increasing their positions, 26 reducing their positions, and 10 closing their positions.
40% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 10
9% more capital invested
Capital invested by funds: $70.3M → $76.7M (+$6.38M)
3% more funds holding
Funds holding: 71 → 73 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.5% less ownership
Funds ownership: 40.33% → 37.83% (-2.5%)
46% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.31M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.25M |
| 3 |
Jane Street
New York
|
+$1.85M |
| 4 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$1.75M |
| 5 |
MCM
Maryland Capital Management
Towson,
Maryland
|
+$1.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bessemer Group
Woodbridge,
New Jersey
|
-$5.97M |
| 2 |
NR
Newfound Research
Wellesley Hills,
Massachusetts
|
-$3.42M |
| 3 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
-$996K |
| 4 |
WI
WrapManager Inc
Mill Valley,
California
|
-$707K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$657K |
JXI Hedge Fund Activity: Q1 2019 in Review
73 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in iShares Global Utilities ETF (JXI) for Q1 2019, worth a combined $76.7M — up 9.1% from $70.3M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new JXI positions and 10 closed out — a net gain of 4 holders — while 14 added to existing stakes and 26 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $4.31M. The largest seller was Bessemer Group, cutting an estimated $5.97M.
- 73 institutional investors held iShares Global Utilities ETF (JXI) as of Q1 2019, up from 71 in Q4 2018.
- Funds reported $76.7M of iShares Global Utilities ETF stock for Q1 2019, up 9.1% quarter-over-quarter.
- 14 funds opened new iShares Global Utilities ETF positions in Q1 2019 and 10 closed out, a net change of +4 holders.
- The largest iShares Global Utilities ETF buyer in Q1 2019 was Envestnet Asset Management, an estimated $4.31M added.
- The largest iShares Global Utilities ETF seller in Q1 2019 was Bessemer Group, an estimated $5.97M sold.
Based on aggregated 13F filings for Q1 2019.