JXI icon

iShares Global Utilities ETF
JXI

Overview Fund Activity

59 hedge funds and large institutions have $51.9M 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
Holders
59
Holders Change
+4
Holders Change %
+7.27%
% of All Funds
0.79%
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
–

Top Buyers

1
KAS
Kestra Advisory Services
Texas
$4.26M
2
Morgan Stanley
Morgan Stanley
New York
$6.91M
3
FSA
Financial Services Advisory
Maryland
$782K
4
CA
Clearstead Advisors
Ohio
$1.38M
5
PAG
Private Advisor Group
New Jersey
$724K

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.12M
3
TFF
The Family Firm
Maryland
$0
4
CIM
Cambria Investment Management
California
$8.79M
5
Marshall Wace
Marshall Wace
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
1
Cambria Investment Management
California
$8.79M -$546K -7,408 -6%
Morgan Stanley
2
Morgan Stanley
New York
$6.91M +$892K +12,095 +15%
KAS
3
Kestra Advisory Services
Texas
$4.26M +$2.98M +40,332 +231%
LPL Financial
4
LPL Financial
California
$3.06M +$228K +3,096 +8%
Ameriprise
5
Ameriprise
Minnesota
$2.36M +$17K +230 +0.7%
GC
6
Guardian Capital
Ontario, Canada
$2.34M +$111K +1,500 +5%
Raymond James Financial
7
Raymond James Financial
Florida
$1.97M +$271K +3,674 +16%
AAS
8
Avantax Advisory Services
Texas
$1.94M -$53.5K -725 -3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.75M +$49.4K +669 +3%
SEIA
10
Signature Estate & Investment Advisors
California
$1.71M +$23.2K +315 +1%
Bank of America
11
Bank of America
North Carolina
$1.5M -$664 -9 -0%
CA
12
Clearstead Advisors
Ohio
$1.38M +$779K +10,564 +130%
UBS Group
13
UBS Group
Switzerland
$1.3M +$85.4K +1,158 +7%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.12M -$782K -10,607 -41%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$818K +$91.1K +1,235 +13%
FSA
16
Financial Services Advisory
Maryland
$782K +$782K +10,600 New
Osaic Holdings
17
Osaic Holdings
Arizona
$746K +$498K +7,671 +201%
PAG
18
Private Advisor Group
New Jersey
$724K +$724K +9,821 New
Wells Fargo
19
Wells Fargo
California
$678K -$134K -1,820 -17%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$661K +$738 +10 +0.1%
LAM
21
LOM Asset Management
$567K +$567K +7,692 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$525K +$26.4K +358 +5%
Truist Financial
23
Truist Financial
North Carolina
$506K -$315K -4,271 -38%
GI
24
GLOBALT Investments
Georgia
$460K -$53.3K -723 -10%
CAM
25
Cresset Asset Management
Illinois
$404K -$53.3K -722 -12%
1
2 3