JXI icon

iShares Global Utilities ETF
JXI

Overview Fund Activity

56 hedge funds and large institutions have $33.9M invested in iShares Global Utilities ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 21 reducing their positions, and 8 closing their positions.

Holders
56
Holders Change
-4
Holders Change %
-6.67%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
13
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.2M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$1.34M
3
GI
3
GLOBALT Investments
Georgia
$557K
4
KAS
4
Kestra Advisory Services
Texas
$429K
5
LPL Financial
5
LPL Financial
California
$1.81M

Top Sellers

1
SIS
1
Strategic Investment Solutions
Illinois
$143K
2
Jane Street
2
Jane Street
New York
$1.77M
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$0
5
Bank of America
5
Bank of America
North Carolina
$1.15M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$11.2M 191,596 +85,389 +80%
LPL Financial
2
LPL Financial
California
$1.81M 30,892 +3,762 +14%
Jane Street
3
Jane Street
New York
$1.77M 30,302 -101,443 -77%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.68M 28,807 -1,854 -6%
AAS
5
Avantax Advisory Services
Texas
$1.66M 28,471 -864 -3%
Ameriprise
6
Ameriprise
Minnesota
$1.62M 27,832 +926 +3%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.61M 27,541 -14,598 -35%
CBFP
8
Cedar Brook Financial Partners
Ohio
$1.38M 23,780 +2,769 +13%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.34M 22,924 +13,424 +141%
Bank of America
10
Bank of America
North Carolina
$1.15M 19,612 -16,994 -46%
UBS Group
11
UBS Group
Switzerland
$1.12M 19,184 -229 -1%
TFF
12
The Family Firm
Maryland
$603K 10,313 +2,718 +36%
Wells Fargo
13
Wells Fargo
California
$565K 9,667 -423 -4%
GI
14
GLOBALT Investments
Georgia
$557K 9,530 +9,530 New
Truist Financial
15
Truist Financial
North Carolina
$523K 8,949 -582 -6%
SC
16
Slow Capital
California
$492K 8,419 -1,903 -18%
IFS
17
Ifrah Financial Services
Arkansas
$477K 8,162 -412 -5%
KAS
18
Kestra Advisory Services
Texas
$429K 7,336 +7,336 New
ASN
19
Advisory Services Network
Georgia
$395K 6,760 -1,425 -17%
Bessemer Group
20
Bessemer Group
New Jersey
$365K 6,235 +3,693 +145%
AWS
21
Atria Wealth Solutions
New York
$308K 5,269 +4 +0.1%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$298K 5,095 -222 -4%
Goldman Sachs
23
Goldman Sachs
New York
$292K 5,000 – –
Osaic Holdings
24
Osaic Holdings
Arizona
$280K 4,784 -3,927 -45%
NAM
25
NTV Asset Management
West Virginia
$275K 4,700 – –
1
2 3