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iShares Global Utilities ETF
JXI

Overview Fund Activity

52 hedge funds and large institutions have $44.1M invested in iShares Global Utilities ETF in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 7 closing their positions.

Holders
52
Holders Change
-2
Holders Change %
-3.7%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
18
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIM
1
Cambria Investment Management
California
$8.07M
2
KAS
2
Kestra Advisory Services
Texas
$3.99M
3
UBS Group
3
UBS Group
Switzerland
$3.79M
4
Morgan Stanley
4
Morgan Stanley
New York
$6.31M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.39M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$2.7M
2
AP
2
Advisors Preferred
Maryland
$0
3
CAM
3
Cresset Asset Management
Illinois
$505K
4
Jane Street
4
Jane Street
New York
$0
5
Creative Planning
5
Creative Planning
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CIM
1
Cambria Investment Management
California
$8.07M 125,748 +125,748 New
Morgan Stanley
2
Morgan Stanley
New York
$6.31M 98,358 +16,746 +21%
KAS
3
Kestra Advisory Services
Texas
$3.99M 62,219 +47,267 +316%
UBS Group
4
UBS Group
Switzerland
$3.79M 59,151 +40,138 +211%
LPL Financial
5
LPL Financial
California
$2.7M 42,070 -35,904 -46%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$2.39M 37,288 +6,495 +21%
Ameriprise
7
Ameriprise
Minnesota
$1.84M 28,634 +6,303 +28%
AAS
8
Avantax Advisory Services
Texas
$1.77M 27,649 -210 -0.8%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.63M 25,384 -1,403 -5%
SEIA
10
Signature Estate & Investment Advisors
California
$1.49M 23,188 +415 +2%
Bank of America
11
Bank of America
North Carolina
$1.37M 21,346 +2,434 +13%
Osaic Holdings
12
Osaic Holdings
Arizona
$754K 11,753 +4,029 +52%
Wells Fargo
13
Wells Fargo
California
$691K 10,774 -1,022 -9%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$640K 9,984 +4 +0%
TFF
15
The Family Firm
Maryland
$607K 9,459 -974 -9%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$559K 8,718 +273 +3%
Allianz Asset Management
17
Allianz Asset Management
Germany
$517K 8,060 +5,760 +250%
Truist Financial
18
Truist Financial
North Carolina
$513K 7,989 -668 -8%
CAM
19
Cresset Asset Management
Illinois
$505K 7,873 -3,934 -33%
GI
20
GLOBALT Investments
Georgia
$494K 7,699 -186 -2%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$438K 6,829 +240 +4%
SC
22
Slow Capital
California
$381K 5,934 -258 -4%
ASN
23
Advisory Services Network
Georgia
$366K 5,712 -227 -4%
Goldman Sachs
24
Goldman Sachs
New York
$321K 5,000 – –
NAM
25
NTV Asset Management
West Virginia
$269K 4,200 -500 -11%
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