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iShares Global Utilities ETF
JXI

60 hedge funds and large institutions have $54.7M invested in iShares Global Utilities ETF in 2021 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 12 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 12

39% more capital invested

Capital invested by funds: $39.4M → $54.7M (+$15.3M)

6.7% more ownership

Funds ownership: 26.75% → 33.45% (+6.7%)

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

0% more funds holding

Funds holding: 60 → 60 (0)

Holders
60
Holders Change
–
Holders Change %
0%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
17
Reduced
12
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAMS
Pictet Asset Management (Switzerland)
Switzerland
+$16.1M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3.83M
3
BPC
Banque Pictet & Cie
Switzerland
+$2.97M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.14M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.08M

Top Sellers

1
Jane Street
Jane Street
New York
-$4.6M
2
Ameriprise
Ameriprise
Minnesota
-$2.26M
3
Bank of America
Bank of America
North Carolina
-$1.83M
4
JP Morgan Chase
JP Morgan Chase
New York
-$1.41M
5
UBS Group
UBS Group
Switzerland
-$1.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAMS
1
Pictet Asset Management (Switzerland)
Switzerland
$16.8M +$16.1M +260,250 New
Morgan Stanley
2
Morgan Stanley
New York
$4.75M -$71.8K -1,162 -2%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$4.01M +$3.83M +62,050 New
BPC
4
Banque Pictet & Cie
Switzerland
$3.11M +$2.97M +48,050 New
WSTAM
5
Wilbanks Smith & Thomas Asset Management
Virginia
$2.09M +$152K +2,457 +8%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.9M +$1.14M +18,447 +170%
LPL Financial
7
LPL Financial
California
$1.85M -$92.9K -1,503 -5%
UCFA
8
United Capital Financial Advisors
Texas
$1.72M +$98.3K +1,591 +6%
AAS
9
Avantax Advisory Services
Texas
$1.7M +$80.9K +1,309 +5%
Bank of America
10
Bank of America
North Carolina
$1.44M -$1.83M -29,689 -57%
IFS
11
Ifrah Financial Services
Arkansas
$1.4M +$119K +1,924 +10%
UBS Group
12
UBS Group
Switzerland
$1.35M -$1.4M -22,619 -52%
CBFP
13
Cedar Brook Financial Partners
Ohio
$1.24M +$145K +2,349 +14%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.13M +$1.08M +17,451 New
Ameriprise
15
Ameriprise
Minnesota
$1.13M -$2.26M -36,610 -68%
SF
16
Synovus Financial
Georgia
$982K +$25.8K +418 +3%
MWM
17
Merriman Wealth Management
Washington
$971K +$927K +15,000 New
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$675K -$6.43K -104 -1%
SC
19
Slow Capital
California
$635K +$4.76K +77 +0.8%
Osaic Holdings
20
Osaic Holdings
Arizona
$577K +$28.4K +459 +5%
ASN
21
Advisory Services Network
Georgia
$540K +$12.5K +202 +2%
Wells Fargo
22
Wells Fargo
California
$510K -$7.6K -123 -2%
EAM
23
Evanson Asset Management
California
$435K -$2.35K -38 -0.6%
TFF
24
The Family Firm
Maryland
$396K +$4.82K +78 +1%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$393K +$34.8K +563 +10%
1
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JXI Hedge Fund Activity: Q4 2021 in Review

60 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Global Utilities ETF (JXI) for Q4 2021, worth a combined $54.7M — up 39% from $39.4M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new JXI positions and 12 closed out — a net gain of 1 holder — while 17 added to existing stakes and 12 trimmed.

The largest buyer was Pictet Asset Management (Switzerland), opening a new position worth an estimated $16.1M. The largest seller was Jane Street, exiting entirely with an estimated $4.6M sold.

  • 60 institutional investors held iShares Global Utilities ETF (JXI) as of Q4 2021, unchanged from Q3 2021.
  • Funds reported $54.7M of iShares Global Utilities ETF stock for Q4 2021, up 39% quarter-over-quarter.
  • 13 funds opened new iShares Global Utilities ETF positions in Q4 2021 and 12 closed out, a net change of +1 holder.
  • The largest iShares Global Utilities ETF buyer in Q4 2021 was Pictet Asset Management (Switzerland), an estimated $16.1M added.
  • The largest iShares Global Utilities ETF seller in Q4 2021 was Jane Street, an estimated $4.6M sold.

Based on aggregated 13F filings for Q4 2021.