We are live on ! Find out more
JXI icon

iShares Global Utilities ETF

55 hedge funds and large institutions have $43.1M invested in iShares Global Utilities ETF in 2025 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

6% more funds holding

Funds holding: 5255 (+3)

2% less capital invested

Capital invested by funds: $44.1M → $43.1M (-$985K)

2.09% less ownership

Funds ownership: 28.63%26.55% (-2.1%)

57% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 21

Holders
55
Holders Change
+3
Holders Change %
+5.77%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
9
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
1
Cambria Investment Management
California
$8.74M +$53.8K +809 +0.6%
Morgan Stanley
2
Morgan Stanley
New York
$5.64M -$1.12M -16,789 -17%
LPL Financial
3
LPL Financial
California
$2.65M -$249K -3,741 -9%
Ameriprise
4
Ameriprise
Minnesota
$2.19M +$208K +3,124 +11%
GCC
5
Guardian Capital (Canada)
Ontario, Canada
$2.09M +$2.01M +30,200 New
AAS
6
Avantax Advisory Services
Texas
$1.87M -$43.5K -654 -2%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.78M -$761K -11,457 -31%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.59M -$154K -2,312 -9%
Raymond James Financial
9
Raymond James Financial
Florida
$1.59M +$1.53M +22,994 New
SEIA
10
Signature Estate & Investment Advisors
California
$1.58M -$19.7K -296 -1%
Bank of America
11
Bank of America
North Carolina
$1.41M -$63.7K -959 -4%
KAS
12
Kestra Advisory Services
Texas
$1.21M -$2.97M -44,768 -72%
UBS Group
13
UBS Group
Switzerland
$1.14M -$2.84M -42,704 -72%
Jane Street
14
Jane Street
New York
$845K +$813K +12,231 New
Truist Financial
15
Truist Financial
North Carolina
$769K +$209K +3,139 +39%
Wells Fargo
16
Wells Fargo
California
$760K +$15.4K +232 +2%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$680K -$8.97K -135 -1%
TFF
18
The Family Firm
Maryland
$654K +$66 +1 +0%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$618K +$15.2K +229 +3%
CA
20
Clearstead Advisors
Ohio
$560K +$538K +8,100 New
GI
21
GLOBALT Investments
Georgia
$481K -$49.3K -742 -10%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$467K -$4.25K -64 -0.9%
CAM
23
Cresset Asset Management
Illinois
$428K -$112K -1,679 -21%
Goldman Sachs
24
Goldman Sachs
New York
$345K
Marshall Wace
25
Marshall Wace
United Kingdom
$328K +$316K +4,754 New

JXI Hedge Fund Activity: Q1 2025 in Review

55 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in iShares Global Utilities ETF (JXI) for Q1 2025, worth a combined $43.1M — down 2.2% from $44.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new JXI positions and 6 closed out — a net gain of 3 holders — while 9 added to existing stakes and 21 trimmed.

The largest buyer was Guardian Capital (Canada), opening a new position worth an estimated $2.01M. The largest seller was Kestra Advisory Services, cutting an estimated $2.97M.

  • 55 institutional investors held iShares Global Utilities ETF (JXI) as of Q1 2025, up from 52 in Q4 2024.
  • Funds reported $43.1M of iShares Global Utilities ETF stock for Q1 2025, down 2.2% quarter-over-quarter.
  • 9 funds opened new iShares Global Utilities ETF positions in Q1 2025 and 6 closed out, a net change of +3 holders.
  • The largest iShares Global Utilities ETF buyer in Q1 2025 was Guardian Capital (Canada), an estimated $2.01M added.
  • The largest iShares Global Utilities ETF seller in Q1 2025 was Kestra Advisory Services, an estimated $2.97M sold.

Based on aggregated 13F filings for Q1 2025.