iShares Global Utilities ETF
JXI
70 hedge funds and large institutions have $192M invested in iShares Global Utilities ETF in 2019 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 25 reducing their positions, and 4 closing their positions.
179% more capital invested
Capital invested by funds: $68.9M → $192M (+$123M)
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
15.45% more ownership
Funds ownership: 34.14% → 49.59% (+15%)
3% more funds holding
Funds holding: 68 → 70 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
36% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$112M |
| 2 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$6.56M |
| 3 |
CAG
Csenge Advisory Group
Clearwater,
Florida
|
+$955K |
| 4 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$937K |
| 5 |
Nomura Asset Management
Tokyo,
Japan
|
+$518K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.49M |
| 2 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$1.61M |
| 3 |
Jane Street
New York
|
-$1.28M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.15M |
| 5 |
NR
Newfound Research
Wellesley Hills,
Massachusetts
|
-$853K |
JXI Hedge Fund Activity: Q3 2019 in Review
70 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in iShares Global Utilities ETF (JXI) for Q3 2019, worth a combined $192M — up 179% from $68.9M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new JXI positions and 4 closed out — a net gain of 3 holders — while 16 added to existing stakes and 25 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $112M. The largest seller was Morgan Stanley, cutting an estimated $2.49M.
- 70 institutional investors held iShares Global Utilities ETF (JXI) as of Q3 2019, up from 68 in Q2 2019.
- Funds reported $192M of iShares Global Utilities ETF stock for Q3 2019, up 179% quarter-over-quarter.
- 7 funds opened new iShares Global Utilities ETF positions in Q3 2019 and 4 closed out, a net change of +3 holders.
- The largest iShares Global Utilities ETF buyer in Q3 2019 was AssetMark Inc, an estimated $112M added.
- The largest iShares Global Utilities ETF seller in Q3 2019 was Morgan Stanley, an estimated $2.49M sold.
Based on aggregated 13F filings for Q3 2019.