iShares Global Utilities ETF
JXI
58 hedge funds and large institutions have $43.7M invested in iShares Global Utilities ETF in 2021 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 3 closing their positions.
3% more capital invested
Capital invested by funds: $42.3M → $43.7M (+$1.43M)
0.15% more ownership
Funds ownership: 28.75% → 28.9% (+0.15%)
0% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 14
5% less funds holding
Funds holding: 61 → 58 (-3)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.38M |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$536K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$481K |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$406K |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
+$264K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$908K |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$739K |
| 3 |
BlackRock
New York
|
-$430K |
| 4 |
TP
Tranquility Partners
Brentwood,
Tennessee
|
-$396K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$228K |
JXI Hedge Fund Activity: Q1 2021 in Review
58 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in iShares Global Utilities ETF (JXI) for Q1 2021, worth a combined $43.7M — up 3.4% from $42.3M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of JXI and 2 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 14 added.
The largest buyer was Ameriprise, adding an estimated $2.38M. The largest seller was Susquehanna International Group, cutting an estimated $908K.
- 58 institutional investors held iShares Global Utilities ETF (JXI) as of Q1 2021, down from 61 in Q4 2020.
- Funds reported $43.7M of iShares Global Utilities ETF stock for Q1 2021, up 3.4% quarter-over-quarter.
- 2 funds opened new iShares Global Utilities ETF positions in Q1 2021 and 3 closed out, a net change of -1 holder.
- The largest iShares Global Utilities ETF buyer in Q1 2021 was Ameriprise, an estimated $2.38M added.
- The largest iShares Global Utilities ETF seller in Q1 2021 was Susquehanna International Group, an estimated $908K sold.
Based on aggregated 13F filings for Q1 2021.