iShares Global Utilities ETF
JXI
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.
7% less funds holding
Funds holding: 60 → 56 (-4)
8.62% less ownership
Funds ownership: 35% → 26.39% (-8.6%)
25% less capital invested
Capital invested by funds: $45.1M → $33.9M (-$11.2M)
38% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 21
50% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 8
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$4.8M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$755K |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$412K |
| 4 |
LPL Financial
San Diego,
California
|
+$212K |
| 5 |
Bessemer Group
Woodbridge,
New Jersey
|
+$208K |
Top Sellers
| 1 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
-$8.48M |
| 2 |
Jane Street
New York
|
-$5.7M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.51M |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$1.05M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$956K |
JXI Hedge Fund Activity: Q4 2023 in Review
56 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Global Utilities ETF (JXI) for Q4 2023, worth a combined $33.9M — down 25% from $45.1M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of JXI and 4 opened new positions — a net loss of 4 holders — while 21 trimmed existing stakes and 13 added.
The largest buyer was Morgan Stanley, adding an estimated $4.8M. The largest seller was Strategic Investment Solutions, cutting an estimated $8.48M.
- 56 institutional investors held iShares Global Utilities ETF (JXI) as of Q4 2023, down from 60 in Q3 2023.
- Funds reported $33.9M of iShares Global Utilities ETF stock for Q4 2023, down 25% quarter-over-quarter.
- 4 funds opened new iShares Global Utilities ETF positions in Q4 2023 and 8 closed out, a net change of -4 holders.
- The largest iShares Global Utilities ETF buyer in Q4 2023 was Morgan Stanley, an estimated $4.8M added.
- The largest iShares Global Utilities ETF seller in Q4 2023 was Strategic Investment Solutions, an estimated $8.48M sold.
Based on aggregated 13F filings for Q4 2023.