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iShares Global Utilities ETF
JXI

55 hedge funds and large institutions have $43.1M invested in iShares Global Utilities ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

6% more funds holding

Funds holding: 52 → 55 (+3)

2% less capital invested

Capital invested by funds: $44.1M → $43.1M (-$985K)

2.09% less ownership

Funds ownership: 28.63% → 26.55% (-2.1%)

57% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 21

Holders
55
Holders Change
+3
Holders Change %
+5.77%
% of All Funds
0.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
9
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GCC
Guardian Capital (Canada)
Ontario, Canada
+$2.01M
2
Raymond James Financial
Raymond James Financial
Florida
+$1.53M
3
Jane Street
Jane Street
New York
+$813K
4
CA
Clearstead Advisors
Ohio
+$538K
5
Marshall Wace
Marshall Wace
United Kingdom
+$316K

Top Sellers

1
KAS
Kestra Advisory Services
Texas
-$2.97M
2
UBS Group
UBS Group
Switzerland
-$2.84M
3
Morgan Stanley
Morgan Stanley
New York
-$1.12M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$761K
5
Osaic Holdings
Osaic Holdings
Arizona
-$527K
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
26
Advisory Services Network
Georgia
$276K -$114K -1,716 -30%
NAM
27
NTV Asset Management
West Virginia
$269K -$19.9K -300 -7%
Osaic Holdings
28
Osaic Holdings
Arizona
$264K -$527K -7,931 -67%
Creative Planning
29
Creative Planning
Kansas
$207K +$199K +3,000 New
Bessemer Group
30
Bessemer Group
New Jersey
$176K – – –
NWM
31
Nova Wealth Management
Florida
$175K +$121K +1,827 +257%
FDCDDQ
32
Federation des caisses Desjardins du Quebec
Quebec, Canada
$170K – – –
SIS
33
Strategic Investment Solutions
Illinois
$156K – – –
SS
34
SBI Securities
Japan
$150K +$7.97K +120 +6%
Jones Financial Companies
35
Jones Financial Companies
Missouri
$135K +$64.3K +968 +97%
Kayne Anderson Rudnick Investment Management
36
Kayne Anderson Rudnick Investment Management
California
$101K – – –
BSB
37
Bangor Savings Bank
Maine
$79.5K -$13.3K -200 -15%
AIM
38
Anchor Investment Management
South Carolina
$76K -$1.33K -20 -2%
Fidelity Investments
39
Fidelity Investments
Massachusetts
$59.3K -$9.7K -146 -15%
NFSG
40
Newbridge Financial Services Group
Florida
$51.8K – – –
Comerica Bank
41
Comerica Bank
Texas
$48.2K – – –
GEA
42
Glen Eagle Advisors
New Jersey
$43.4K – – –
GWSG
43
GPS Wealth Strategies Group
Colorado
$42.4K – – –
TWC
44
TD Waterhouse Canada
Ontario, Canada
$39.3K – – –
NA
45
NewEdge Advisors
Louisiana
$35.5K – – –
FRA
46
Front Row Advisors
California
$24K – – –
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$22K – – –
AF
48
Allworth Financial
California
$20.1K +$18.9K +285 New
AA
49
Addison Advisors
Vermont
$19.8K -$3.52K -53 -16%
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$19.4K – – –
1
2
3

JXI Hedge Fund Activity: Q1 2025 in Review

55 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in iShares Global Utilities ETF (JXI) for Q1 2025, worth a combined $43.1M — down 2.2% from $44.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new JXI positions and 6 closed out — a net gain of 3 holders — while 9 added to existing stakes and 21 trimmed.

The largest buyer was Guardian Capital (Canada), opening a new position worth an estimated $2.01M. The largest seller was Kestra Advisory Services, cutting an estimated $2.97M.

  • 55 institutional investors held iShares Global Utilities ETF (JXI) as of Q1 2025, up from 52 in Q4 2024.
  • Funds reported $43.1M of iShares Global Utilities ETF stock for Q1 2025, down 2.2% quarter-over-quarter.
  • 9 funds opened new iShares Global Utilities ETF positions in Q1 2025 and 6 closed out, a net change of +3 holders.
  • The largest iShares Global Utilities ETF buyer in Q1 2025 was Guardian Capital (Canada), an estimated $2.01M added.
  • The largest iShares Global Utilities ETF seller in Q1 2025 was Kestra Advisory Services, an estimated $2.97M sold.

Based on aggregated 13F filings for Q1 2025.