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iShares Global Utilities ETF
JXI

59 hedge funds and large institutions have $31.5M invested in iShares Global Utilities ETF in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.78% less ownership

Funds ownership: 32.39% → 23.61% (-8.8%)

13% less funds holding

Funds holding: 68 → 59 (-9)

29% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 17

34% less capital invested

Capital invested by funds: $47.7M → $31.5M (-$16.2M)

82% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 11

Holders
59
Holders Change
-9
Holders Change %
-13.24%
% of All Funds
0.94%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
12
Reduced
17
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.93M
2
Ameriprise
Ameriprise
Minnesota
+$421K
3
T
TCWP
Ohio
+$267K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$227K
5
SIS
Strategic Investment Solutions
Illinois
+$174K

Top Sellers

1
Jane Street
Jane Street
New York
-$5.53M
2
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$5.01M
3
OMC
Old Mission Capital
Illinois
-$2.42M
4
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
-$1.59M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$8.31M +$2.93M +49,404 +56%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$2.11M +$20.3K +343 +1%
Jane Street
3
Jane Street
New York
$2.06M -$5.53M -93,286 -73%
AAS
4
Avantax Advisory Services
Texas
$1.79M -$18.4K -311 -1%
LPL Financial
5
LPL Financial
California
$1.63M +$23.5K +397 +1%
UBS Group
6
UBS Group
Switzerland
$1.59M -$475K -8,010 -23%
Ameriprise
7
Ameriprise
Minnesota
$1.51M +$421K +7,098 +39%
CBFP
8
Cedar Brook Financial Partners
Ohio
$1.24M +$21.3K +360 +2%
Bank of America
9
Bank of America
North Carolina
$1.13M -$86.9K -1,465 -7%
SF
10
Synovus Financial
Georgia
$850K -$52.9K -892 -6%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$657K +$227K +3,828 +54%
SC
12
Slow Capital
California
$630K -$27.5K -463 -4%
Truist Financial
13
Truist Financial
North Carolina
$595K +$59.5K +1,003 +11%
Wells Fargo
14
Wells Fargo
California
$560K +$137K +2,304 +33%
IFS
15
Ifrah Financial Services
Arkansas
$514K -$420K -7,090 -45%
T
16
TCWP
Ohio
$500K +$267K +4,507 +120%
Osaic Holdings
17
Osaic Holdings
Arizona
$497K +$38.5K +650 +9%
ASN
18
Advisory Services Network
Georgia
$485K -$19.9K -335 -4%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$467K -$1.02M -17,259 -69%
EAM
20
Evanson Asset Management
California
$394K -$8.12K -137 -2%
TFF
21
The Family Firm
Maryland
$381K – – –
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$356K -$19.1K -322 -5%
AWS
23
Atria Wealth Solutions
New York
$320K – – –
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$315K – – –
Goldman Sachs
25
Goldman Sachs
New York
$302K – – –
1
2 3

JXI Hedge Fund Activity: Q1 2023 in Review

59 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Global Utilities ETF (JXI) for Q1 2023, worth a combined $31.5M — down 34% from $47.7M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of JXI and 2 opened new positions — a net loss of 9 holders — while 17 trimmed existing stakes and 12 added.

The largest buyer was Morgan Stanley, adding an estimated $2.93M. The largest seller was Jane Street, cutting an estimated $5.53M.

  • 59 institutional investors held iShares Global Utilities ETF (JXI) as of Q1 2023, down from 68 in Q4 2022.
  • Funds reported $31.5M of iShares Global Utilities ETF stock for Q1 2023, down 34% quarter-over-quarter.
  • 2 funds opened new iShares Global Utilities ETF positions in Q1 2023 and 11 closed out, a net change of -9 holders.
  • The largest iShares Global Utilities ETF buyer in Q1 2023 was Morgan Stanley, an estimated $2.93M added.
  • The largest iShares Global Utilities ETF seller in Q1 2023 was Jane Street, an estimated $5.53M sold.

Based on aggregated 13F filings for Q1 2023.