iShares Global Utilities ETF
JXI
59 hedge funds and large institutions have $32.1M 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.
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
33% less capital invested
Capital invested by funds: $47.7M → $32.1M (-$15.6M)
82% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.93M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$421K |
| 3 |
T
TCWP
Beachwood,
Ohio
|
+$267K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$227K |
| 5 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
+$174K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$5.53M |
| 2 |
PAMS
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
-$5.01M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$2.42M |
| 4 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
-$1.59M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.02M |
JXI Hedge Fund Activity: Q1 2023 in Review
59 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in iShares Global Utilities ETF (JXI) for Q1 2023, worth a combined $32.1M — down 33% 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 $32.1M of iShares Global Utilities ETF stock for Q1 2023, down 33% 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.