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iShares Global Utilities ETF

78 hedge funds and large institutions have $79.6M invested in iShares Global Utilities ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 3

63% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 16

27% more capital invested

Capital invested by funds: $62.7M → $79.6M (+$16.8M)

22% more funds holding

Funds holding: 6478 (+14)

3.42% more ownership

Funds ownership: 28.36%31.78% (+3.4%)

Holders
78
Holders Change
+14
Holders Change %
+21.88%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
26
Reduced
16
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
26
Beacon Pointe Advisors
California
$681K +$691K +8,653 New
LAM
27
LOM Asset Management
$647K +$13.2K +165 +2%
SPIA
28
Steward Partners Investment Advisory
New York
$619K +$50.3K +630 +9%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$551K -$20.2K -253 -3%
Osaic Holdings
30
Osaic Holdings
Arizona
$530K +$2.71K +34 +0.5%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$482K +$488K +6,115 +50,958%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$455K +$203K +2,542 +78%
GI
33
GLOBALT Investments
Georgia
$452K -$11.3K -141 -2%
Jones Financial Companies
34
Jones Financial Companies
Missouri
$444K +$145K +1,811 +47%
ES
35
Eagle Strategies
New York
$412K
FTA
36
Financial & Tax Architects
Missouri
$405K +$411K +5,150 New
NWM
37
Nova Wealth Management
Florida
$376K +$41.8K +523 +12%
SWA
38
Sightline Wealth Advisors
Connecticut
$368K +$374K +4,681 New
ASN
39
Advisory Services Network
Georgia
$329K -$6.39K -80 -2%
NAM
40
NTV Asset Management
West Virginia
$307K
CAM
41
Cresset Asset Management
Illinois
$306K -$24.3K -305 -7%
Creative Planning
42
Creative Planning
Kansas
$295K +$26.9K +337 +10%
Truist Financial
43
Truist Financial
North Carolina
$285K -$258K -3,229 -47%
Bessemer Group
44
Bessemer Group
New Jersey
$230K +$30.7K +385 +15%
MAMG
45
Milestone Asset Management Group
Connecticut
$207K -$9.42K -118 -4%
IC
46
IEQ Capital
California
$204K
FDCDDQ
47
Federation des caisses Desjardins du Quebec
Quebec, Canada
$193K
SIS
48
Strategic Investment Solutions
Illinois
$186K +$80 +1 +0%
SS
49
SBI Securities
Japan
$169K -$6.47K -81 -4%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$141K +$31.5K +394 +28%

JXI Hedge Fund Activity: Q4 2025 in Review

78 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in iShares Global Utilities ETF (JXI) for Q4 2025, worth a combined $79.6M — up 27% from $62.7M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new JXI positions and 3 closed out — a net gain of 15 holders — while 26 added to existing stakes and 16 trimmed.

The largest buyer was LPL Financial, adding an estimated $6.22M. The largest seller was Susquehanna International Group, cutting an estimated $2.57M.

  • 78 institutional investors held iShares Global Utilities ETF (JXI) as of Q4 2025, up from 64 in Q3 2025.
  • Funds reported $79.6M of iShares Global Utilities ETF stock for Q4 2025, up 27% quarter-over-quarter.
  • 18 funds opened new iShares Global Utilities ETF positions in Q4 2025 and 3 closed out, a net change of +15 holders.
  • The largest iShares Global Utilities ETF buyer in Q4 2025 was LPL Financial, an estimated $6.22M added.
  • The largest iShares Global Utilities ETF seller in Q4 2025 was Susquehanna International Group, an estimated $2.57M sold.

Based on aggregated 13F filings for Q4 2025.