We are live on ! Find out more
JXI icon

iShares Global Utilities ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 5559 (+4)

0.95% more ownership

Funds ownership: 26.55%27.49% (+0.95%)

Holders
59
Holders Change
+4
Holders Change %
+7.27%
% of All Funds
0.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
25
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
1
Cambria Investment Management
California
$8.79M -$529K -7,408 -6%
Morgan Stanley
2
Morgan Stanley
New York
$6.91M +$864K +12,095 +15%
KAS
3
Kestra Advisory Services
Texas
$4.26M +$2.88M +40,332 +231%
LPL Financial
4
LPL Financial
California
$3.06M +$221K +3,096 +8%
Ameriprise
5
Ameriprise
Minnesota
$2.36M +$16.4K +230 +0.7%
GCC
6
Guardian Capital (Canada)
Ontario, Canada
$2.34M +$107K +1,500 +5%
Raymond James Financial
7
Raymond James Financial
Florida
$1.97M +$262K +3,674 +16%
AAS
8
Avantax Advisory Services
Texas
$1.94M -$51.8K -725 -3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.75M +$47.8K +669 +3%
SEIA
10
Signature Estate & Investment Advisors
California
$1.71M +$22.5K +315 +1%
Bank of America
11
Bank of America
North Carolina
$1.5M -$643 -9 -0%
CA
12
Clearstead Advisors
Ohio
$1.38M +$755K +10,564 +130%
UBS Group
13
UBS Group
Switzerland
$1.3M +$82.7K +1,158 +7%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.12M -$758K -10,607 -41%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$818K +$88.2K +1,235 +13%
FSA
16
Financial Services Advisory
Maryland
$782K +$757K +10,600 New
PAG
17
Private Advisor Group
New Jersey
$724K +$701K +9,821 New
Wells Fargo
18
Wells Fargo
California
$678K -$130K -1,820 -17%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$661K +$714 +10 +0.1%
Osaic Holdings
20
Osaic Holdings
Arizona
$581K +$290K +4,054 +106%
LAM
21
LOM Asset Management
$567K +$549K +7,692 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$525K +$25.6K +358 +5%
Truist Financial
23
Truist Financial
North Carolina
$506K -$305K -4,271 -38%
GI
24
GLOBALT Investments
Georgia
$460K -$51.6K -723 -10%
CAM
25
Cresset Asset Management
Illinois
$404K -$51.5K -721 -12%

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.