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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$2.88M |
| 2 |
Morgan Stanley
New York
|
+$864K |
| 3 |
FSA
Financial Services Advisory
Rockville,
Maryland
|
+$757K |
| 4 |
CA
Clearstead Advisors
Cleveland,
Ohio
|
+$755K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$701K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$845K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$758K |
| 3 |
TFF
The Family Firm
Bethesda,
Maryland
|
-$654K |
| 4 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
-$529K |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$328K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NA
51
NewEdge Advisors
New Orleans,
Louisiana
| $38.4K | +$500 | +7 | +1% |
|
|
TSMHT
52
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| $31.4K | +$30.4K | +425 | New |
|
53
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $23K | – | – | – |
|
|
CI
54
CX Institutional
Auburn,
Indiana
| $23K | +$14.1K | +198 | +165% |
|
|
FRA
55
Front Row Advisors
Tiburon,
California
| $21.2K | -$4.29K | -60 | -17% |
|
|
AA
56
Addison Advisors
Middlebury,
Vermont
| $21.1K | – | – | – |
|
|
AF
57
Allworth Financial
Folsom,
California
| $21K | – | – | – |
|
58
Fifth Third Bancorp
Cincinnati,
Ohio
| $20.7K | – | – | – |
|
59
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $4.79K | +$3.79K | +53 | +442% |
|
|
CAM
60
Creekmur Asset Management
Morton,
Illinois
| $21 | -$71 | -1 | Closed |
|
|
61
Jane Street
New York
| – | -$845K | -12,231 | Closed |
|
|
TFF
62
The Family Firm
Bethesda,
Maryland
| – | -$654K | -9,460 | Closed |
|
|
63
Marshall Wace
London,
United Kingdom
| – | -$328K | -4,754 | Closed |
|
|
GI
64
GAMMA Investing
Foster City,
California
| – | -$16.4K | -237 | Closed |
|
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.