We are live on ! Find out more
JXI icon

iShares Global Utilities ETF
JXI

78 hedge funds and large institutions have $115M invested in iShares Global Utilities ETF in 2026 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,559% more call options, than puts

Call options by funds: $622K | Put options by funds: $17K

120% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 15

45% more capital invested

Capital invested by funds: $79.6M → $115M (+$35.7M)

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

4.83% more ownership

Funds ownership: 31.78% → 36.6% (+4.8%)

0% more funds holding

Funds holding: 78 → 78 (0)

Holders
78
Holders Change
–
Holders Change %
0%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
33
Reduced
15
Closed
10
Calls
$622K
Puts
$17K
Net Calls
+$605K
Net Calls Change
+$605K

Top Buyers

1
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
+$11.4M
2
Ameriprise
Ameriprise
Minnesota
+$7.08M
3
NAM
NTV Asset Management
West Virginia
+$3.18M
4
KAS
Kestra Advisory Services
Texas
+$2.84M
5
Morgan Stanley
Morgan Stanley
New York
+$2.73M

Top Sellers

1
GP
Guardian Partners
Canada
-$4.1M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.7M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.62M
4
HF
HRT Financial
New York
-$918K
5
Bank of America
Bank of America
North Carolina
-$496K
Name Holding Trade Value Shares
Change 		Change in
Stake
BIAS
51
Beacon Investment Advisory Services
New Jersey
$138K +$134K +1,600 New
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$128K -$390K -4,645 -76%
Kayne Anderson Rudnick Investment Management
53
Kayne Anderson Rudnick Investment Management
California
$121K – – –
Fidelity Investments
54
Fidelity Investments
Massachusetts
$106K +$503 +6 +0.5%
AIM
55
Anchor Investment Management
South Carolina
$95K – – –
Fifth Third Bancorp
56
Fifth Third Bancorp
Ohio
$84.5K +$58.5K +698 +248%
BSB
57
Bangor Savings Bank
Maine
$77.7K -$5.45K -65 -7%
AF
58
Allworth Financial
California
$74.9K +$48.8K +582 +204%
NFSG
59
Newbridge Financial Services Group
Florida
$64.8K – – –
GEA
60
Glen Eagle Advisors
New Jersey
$54.3K – – –
TWC
61
TD Waterhouse Canada
Ontario, Canada
$49.4K – – –
AWM
62
AE Wealth Management
Kansas
$40.5K +$29.8K +355 +311%
SC
63
Solstein Capital
California
$39.7K +$38.6K +460 New
NA
64
NewEdge Advisors
Louisiana
$38.5K – – –
William Blair & Company
65
William Blair & Company
Illinois
$33.2K – – –
CI
66
CX Institutional
Indiana
$32K +$2.94K +35 +11%
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$27.2K – – –
National Bank of Canada
68
National Bank of Canada
Quebec, Canada
$26.2K +$17K +203 +203%
JP Morgan Chase
69
JP Morgan Chase
New York
$23K +$4.03K +48 +22%
AA
70
Addison Advisors
Vermont
$22.4K – – –
FRA
71
Front Row Advisors
California
$22.2K – – –
TSMHT
72
Thurston Springer Miller Herd & Titak
Indiana
$20.7K – – –
CAL
73
Capital Analysts LLC
Pennsylvania
$19K – – –
HI
74
Harbour Investments
Wisconsin
$15.2K +$14.8K +176 New
SIS
75
Sound Income Strategies
Florida
$10.9K – – –
1 2
3
4

JXI Hedge Fund Activity: Q1 2026 in Review

78 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in iShares Global Utilities ETF (JXI) for Q1 2026, worth a combined $115M — up 45% from $79.6M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new JXI positions and 10 closed out — a net gain of 1 holder — while 33 added to existing stakes and 15 trimmed.

The largest buyer was Federation des caisses Desjardins du Quebec, adding an estimated $11.4M. The largest seller was Guardian Partners, exiting entirely with an estimated $4.1M sold.

  • 78 institutional investors held iShares Global Utilities ETF (JXI) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $115M of iShares Global Utilities ETF stock for Q1 2026, up 45% quarter-over-quarter.
  • 11 funds opened new iShares Global Utilities ETF positions in Q1 2026 and 10 closed out, a net change of +1 holder.
  • The largest iShares Global Utilities ETF buyer in Q1 2026 was Federation des caisses Desjardins du Quebec, an estimated $11.4M added.
  • The largest iShares Global Utilities ETF seller in Q1 2026 was Guardian Partners, an estimated $4.1M sold.

Based on aggregated 13F filings for Q1 2026.