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iShares Global Utilities ETF
JXI

Overview Fund Activity

58 hedge funds and large institutions have $50.8M invested in iShares Global Utilities ETF in 2025 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 10 reducing their positions, and 5 closing their positions.

Holders
58
Holders Change
+3
Holders Change %
+5.45%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
25
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
1
Kestra Advisory Services
Texas
$4.26M
2
Morgan Stanley
2
Morgan Stanley
New York
$6.91M
3
FSA
3
Financial Services Advisory
Maryland
$782K
4
CA
4
Clearstead Advisors
Ohio
$1.38M
5
PAG
5
Private Advisor Group
New Jersey
$724K

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
TFF
2
The Family Firm
Maryland
$0
3
CIM
3
Cambria Investment Management
California
$8.79M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$0
5
Truist Financial
5
Truist Financial
North Carolina
$506K
Name Market Value Shares Shares
Change 		Shares
Change %
CIM
1
Cambria Investment Management
California
$8.79M 119,149 -7,408 -6%
Morgan Stanley
2
Morgan Stanley
New York
$6.91M 93,664 +12,095 +15%
KAS
3
Kestra Advisory Services
Texas
$4.26M 57,783 +40,332 +231%
LPL Financial
4
LPL Financial
California
$3.06M 41,425 +3,096 +8%
Ameriprise
5
Ameriprise
Minnesota
$2.36M 31,988 +230 +0.7%
GC
6
Guardian Capital
Ontario, Canada
$2.34M 31,700 +1,500 +5%
Raymond James Financial
7
Raymond James Financial
Florida
$1.97M 26,668 +3,674 +16%
AAS
8
Avantax Advisory Services
Texas
$1.94M 26,270 -725 -3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.75M 23,741 +669 +3%
SEIA
10
Signature Estate & Investment Advisors
California
$1.71M 23,207 +315 +1%
Bank of America
11
Bank of America
North Carolina
$1.5M 20,378 -9 -0%
CA
12
Clearstead Advisors
Ohio
$1.38M 18,664 +10,564 +130%
UBS Group
13
UBS Group
Switzerland
$1.3M 17,605 +1,158 +7%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$818K 11,084 +1,235 +13%
FSA
15
Financial Services Advisory
Maryland
$782K 10,600 +10,600 New
Osaic Holdings
16
Osaic Holdings
Arizona
$746K 11,493 +7,671 +201%
PAG
17
Private Advisor Group
New Jersey
$724K 9,821 +9,821 New
Wells Fargo
18
Wells Fargo
California
$678K 9,186 -1,820 -17%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$661K 8,957 +10 +0.1%
LAM
20
LOM Asset Management
$567K 7,692 +7,692 New
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$525K 7,123 +358 +5%
Truist Financial
22
Truist Financial
North Carolina
$506K 6,857 -4,271 -38%
GI
23
GLOBALT Investments
Georgia
$460K 6,234 -723 -10%
CAM
24
Cresset Asset Management
Illinois
$404K 5,472 -722 -12%
EH
25
Equitable Holdings
New York
$386K 5,238 +5,238 New
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