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iShares Global Utilities ETF

64 hedge funds and large institutions have $62.7M invested in iShares Global Utilities ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

21% more capital invested

Capital invested by funds: $51.7M → $62.7M (+$11M)

8% more funds holding

Funds holding: 5964 (+5)

0.87% more ownership

Funds ownership: 27.49%28.36% (+0.87%)

14% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 22

Holders
64
Holders Change
+5
Holders Change %
+8.47%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
19
Reduced
22
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EH
26
Equitable Holdings
New York
$505K +$95.5K +1,270 +24%
Osaic Holdings
27
Osaic Holdings
Arizona
$504K -$87.8K -1,167 -15%
GI
28
GLOBALT Investments
Georgia
$458K -$25.6K -340 -5%
ES
29
Eagle Strategies
New York
$407K +$394K +5,242 New
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$392K +$24.4K +325 +7%
ASN
31
Advisory Services Network
Georgia
$331K +$50.8K +675 +19%
NWM
32
Nova Wealth Management
Florida
$330K +$98.4K +1,308 +44%
CAM
33
Cresset Asset Management
Illinois
$325K -$96.4K -1,282 -23%
NAM
34
NTV Asset Management
West Virginia
$303K
Jones Financial Companies
35
Jones Financial Companies
Missouri
$296K +$119K +1,586 +70%
Creative Planning
36
Creative Planning
Kansas
$265K +$30.8K +409 +14%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$252K -$15.5K -206 -6%
MAMG
38
Milestone Asset Management Group
Connecticut
$214K +$207K +2,750 New
IC
39
IEQ Capital
California
$202K +$196K +2,600 New
Bessemer Group
40
Bessemer Group
New Jersey
$197K
FDCDDQ
41
Federation des caisses Desjardins du Quebec
Quebec, Canada
$191K
SIS
42
Strategic Investment Solutions
Illinois
$184K
SS
43
SBI Securities
Japan
$173K -$24.2K -322 -13%
Kayne Anderson Rudnick Investment Management
44
Kayne Anderson Rudnick Investment Management
California
$109K -$4.59K -61 -4%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$108K +$105K +1,396 New
Fidelity Investments
46
Fidelity Investments
Massachusetts
$93.7K +$12K +160 +15%
AIM
47
Anchor Investment Management
South Carolina
$85.4K
BSB
48
Bangor Savings Bank
Maine
$74.9K -$2.63K -35 -4%
NFSG
49
Newbridge Financial Services Group
Florida
$58.2K
Comerica Bank
50
Comerica Bank
Texas
$54.2K

JXI Hedge Fund Activity: Q3 2025 in Review

64 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in iShares Global Utilities ETF (JXI) for Q3 2025, worth a combined $62.7M — up 21% from $51.7M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new JXI positions and 4 closed out — a net gain of 6 holders — while 19 added to existing stakes and 22 trimmed.

The largest buyer was Barings, opening a new position worth an estimated $7.73M. The largest seller was Kestra Advisory Services, cutting an estimated $3.06M.

  • 64 institutional investors held iShares Global Utilities ETF (JXI) as of Q3 2025, up from 59 in Q2 2025.
  • Funds reported $62.7M of iShares Global Utilities ETF stock for Q3 2025, up 21% quarter-over-quarter.
  • 10 funds opened new iShares Global Utilities ETF positions in Q3 2025 and 4 closed out, a net change of +6 holders.
  • The largest iShares Global Utilities ETF buyer in Q3 2025 was Barings, an estimated $7.73M added.
  • The largest iShares Global Utilities ETF seller in Q3 2025 was Kestra Advisory Services, an estimated $3.06M sold.

Based on aggregated 13F filings for Q3 2025.