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iShares Global Utilities ETF

52 hedge funds and large institutions have $32M invested in iShares Global Utilities ETF in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.57% less ownership

Funds ownership: 26.39%25.82% (-0.57%)

6% less capital invested

Capital invested by funds: $33.9M → $32M (-$1.91M)

7% less funds holding

Funds holding: 5652 (-4)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

53% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 19

Holders
52
Holders Change
-4
Holders Change %
-7.14%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
9
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$5.65M -$5.44M -95,879 -50%
Jane Street
2
Jane Street
New York
$4.09M +$2.21M +39,005 +129%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.85M +$1.18M +20,727 +75%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.87M +$162K +2,862 +10%
LPL Financial
5
LPL Financial
California
$1.82M -$2.56K -45 -0.1%
AAS
6
Avantax Advisory Services
Texas
$1.65M -$27.5K -485 -2%
CBFP
7
Cedar Brook Financial Partners
Ohio
$1.41M +$6.02K +106 +0.4%
Ameriprise
8
Ameriprise
Minnesota
$1.32M -$309K -5,439 -20%
KAS
9
Kestra Advisory Services
Texas
$1.31M +$838K +14,766 +201%
Bank of America
10
Bank of America
North Carolina
$1.08M -$78.1K -1,375 -7%
UBS Group
11
UBS Group
Switzerland
$1.02M -$111K -1,955 -10%
Citadel Advisors
12
Citadel Advisors
Florida
$1M +$962K +16,949 New
Wells Fargo
13
Wells Fargo
California
$624K +$51.3K +903 +9%
TFF
14
The Family Firm
Maryland
$609K
GI
15
GLOBALT Investments
Georgia
$530K -$31.5K -555 -6%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$518K -$804K -14,155 -62%
Truist Financial
17
Truist Financial
North Carolina
$510K -$17.9K -315 -4%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$365K +$128K +2,255 +58%
SC
19
Slow Capital
California
$362K -$130K -2,289 -27%
ASN
20
Advisory Services Network
Georgia
$352K -$45K -793 -12%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$332K +$29.8K +525 +10%
Goldman Sachs
22
Goldman Sachs
New York
$295K
CA
23
Cetera Advisors
Colorado
$291K +$280K +4,935 New
AWS
24
Atria Wealth Solutions
New York
$290K -$20.7K -365 -7%
GIA
25
Gladstone Institutional Advisory
Florida
$284K +$44.5K +784 +19%

JXI Hedge Fund Activity: Q1 2024 in Review

52 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Global Utilities ETF (JXI) for Q1 2024, worth a combined $32M — down 5.6% from $33.9M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of JXI and 3 opened new positions — a net loss of 3 holders — while 19 trimmed existing stakes and 9 added.

The largest buyer was Jane Street, adding an estimated $2.21M. The largest seller was Morgan Stanley, cutting an estimated $5.44M.

  • 52 institutional investors held iShares Global Utilities ETF (JXI) as of Q1 2024, down from 56 in Q4 2023.
  • Funds reported $32M of iShares Global Utilities ETF stock for Q1 2024, down 5.6% quarter-over-quarter.
  • 3 funds opened new iShares Global Utilities ETF positions in Q1 2024 and 6 closed out, a net change of -3 holders.
  • The largest iShares Global Utilities ETF buyer in Q1 2024 was Jane Street, an estimated $2.21M added.
  • The largest iShares Global Utilities ETF seller in Q1 2024 was Morgan Stanley, an estimated $5.44M sold.

Based on aggregated 13F filings for Q1 2024.