iShares Global Utilities ETF
JXI
58 hedge funds and large institutions have $36.2M invested in iShares Global Utilities ETF in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 19 reducing their positions, and 9 closing their positions.
5% more capital invested
Capital invested by funds: $34.6M → $36.2M (+$1.6M)
0.17% less ownership
Funds ownership: 25.98% → 25.81% (-0.17%)
5% less funds holding
Funds holding: 61 → 58 (-3)
33% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 9
58% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$5.56M |
| 2 |
TAS
TIFF Advisory Services
Radnor,
Pennsylvania
|
+$2.99M |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$1.84M |
| 4 |
Morgan Stanley
New York
|
+$1.46M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
+$401K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$3.33M |
| 2 |
NR
Newfound Research
Wellesley Hills,
Massachusetts
|
-$2.83M |
| 3 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$1.97M |
| 4 |
MCM
Maryland Capital Management
Towson,
Maryland
|
-$1.32M |
| 5 |
JP Morgan Chase
New York
|
-$811K |
JXI Hedge Fund Activity: Q3 2020 in Review
58 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in iShares Global Utilities ETF (JXI) for Q3 2020, worth a combined $36.2M — up 4.6% from $34.6M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of JXI and 6 opened new positions — a net loss of 3 holders — while 19 trimmed existing stakes and 8 added.
The largest buyer was BlackRock, adding an estimated $5.56M. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.33M sold.
- 58 institutional investors held iShares Global Utilities ETF (JXI) as of Q3 2020, down from 61 in Q2 2020.
- Funds reported $36.2M of iShares Global Utilities ETF stock for Q3 2020, up 4.6% quarter-over-quarter.
- 6 funds opened new iShares Global Utilities ETF positions in Q3 2020 and 9 closed out, a net change of -3 holders.
- The largest iShares Global Utilities ETF buyer in Q3 2020 was BlackRock, an estimated $5.56M added.
- The largest iShares Global Utilities ETF seller in Q3 2020 was Citadel Advisors, an estimated $3.33M sold.
Based on aggregated 13F filings for Q3 2020.