We are live on ! Find out more
JXI icon

iShares Global Utilities ETF
JXI

59 hedge funds and large institutions have $51.7M 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, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 11

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

20% more capital invested

Capital invested by funds: $43.1M → $51.7M (+$8.63M)

7% more funds holding

Funds holding: 55 → 59 (+4)

0.95% more ownership

Funds ownership: 26.55% → 27.49% (+0.95%)

Holders
59
Holders Change
+4
Holders Change %
+7.27%
% 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
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
+$2.88M
2
Morgan Stanley
Morgan Stanley
New York
+$864K
3
FSA
Financial Services Advisory
Maryland
+$757K
4
CA
Clearstead Advisors
Ohio
+$755K
5
PAG
Private Advisor Group
New Jersey
+$701K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$845K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$758K
3
TFF
The Family Firm
Maryland
-$654K
4
CIM
Cambria Investment Management
California
-$529K
5
Marshall Wace
Marshall Wace
United Kingdom
-$328K
Name Holding Trade Value Shares
Change 		Change in
Stake
EH
26
Equitable Holdings
New York
$386K +$374K +5,238 New
Goldman Sachs
27
Goldman Sachs
New York
$369K – – –
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$349K +$338K +4,727 New
NAM
29
NTV Asset Management
West Virginia
$288K – – –
GIA
30
Gladstone Institutional Advisory
Florida
$287K +$278K +3,894 New
ASN
31
Advisory Services Network
Georgia
$270K -$28.8K -403 -10%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$255K +$247K +3,455 New
FTUS
33
Flow Traders U.S.
New York
$226K +$219K +3,061 New
Creative Planning
34
Creative Planning
Kansas
$221K – – –
NWM
35
Nova Wealth Management
Florida
$217K +$29K +406 +16%
Bessemer Group
36
Bessemer Group
New Jersey
$188K – – –
SS
37
SBI Securities
Japan
$188K +$26.3K +368 +17%
FDCDDQ
38
Federation des caisses Desjardins du Quebec
Quebec, Canada
$181K – – –
SIS
39
Strategic Investment Solutions
Illinois
$174K +$7.21K +101 +4%
Jones Financial Companies
40
Jones Financial Companies
Missouri
$165K +$20.6K +289 +15%
Kayne Anderson Rudnick Investment Management
41
Kayne Anderson Rudnick Investment Management
California
$108K +$286 +4 +0.3%
National Bank of Canada
42
National Bank of Canada
Quebec, Canada
$82.1K +$72.5K +1,015 +1,015%
AIM
43
Anchor Investment Management
South Carolina
$81.1K – – –
Fidelity Investments
44
Fidelity Investments
Massachusetts
$77.2K +$13.5K +189 +22%
BSB
45
Bangor Savings Bank
Maine
$73.8K -$10.7K -150 -13%
NFSG
46
Newbridge Financial Services Group
Florida
$55.3K – – –
Comerica Bank
47
Comerica Bank
Texas
$51.5K – – –
GEA
48
Glen Eagle Advisors
New Jersey
$46.3K – – –
GWSG
49
GPS Wealth Strategies Group
Colorado
$45.3K +$71 +1 +0.2%
TWC
50
TD Waterhouse Canada
Ontario, Canada
$42K – – –
1
2
3

JXI Hedge Fund Activity: Q2 2025 in Review

59 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares Global Utilities ETF (JXI) for Q2 2025, worth a combined $51.7M — up 20% from $43.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new JXI positions and 5 closed out — a net gain of 4 holders — while 25 added to existing stakes and 11 trimmed.

The largest buyer was Kestra Advisory Services, adding an estimated $2.88M. The largest seller was Jane Street, exiting entirely with an estimated $845K sold.

  • 59 institutional investors held iShares Global Utilities ETF (JXI) as of Q2 2025, up from 55 in Q1 2025.
  • Funds reported $51.7M of iShares Global Utilities ETF stock for Q2 2025, up 20% quarter-over-quarter.
  • 9 funds opened new iShares Global Utilities ETF positions in Q2 2025 and 5 closed out, a net change of +4 holders.
  • The largest iShares Global Utilities ETF buyer in Q2 2025 was Kestra Advisory Services, an estimated $2.88M added.
  • The largest iShares Global Utilities ETF seller in Q2 2025 was Jane Street, an estimated $845K sold.

Based on aggregated 13F filings for Q2 2025.