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iShares Global Utilities ETF

64 hedge funds and large institutions have $62.7M invested in iShares Global Utilities ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

21% more capital invested

Capital invested by funds: $51.7M → $62.7M (+$11M)

8% more funds holding

Funds holding: 5964 (+5)

0.87% more ownership

Funds ownership: 27.49%28.36% (+0.87%)

14% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 22

Holders
64
Holders Change
+5
Holders Change %
+8.47%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
19
Reduced
22
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
1
Cambria Investment Management
California
$9.11M -$135K -1,797 -2%
B
2
Barings
North Carolina
$7.98M +$7.73M +102,707 New
Morgan Stanley
3
Morgan Stanley
New York
$6.89M -$371K -4,939 -5%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$4.09M +$2.82M +37,499 +246%
LPL Financial
5
LPL Financial
California
$3.33M +$113K +1,496 +4%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$2.63M +$1.72M +22,831 +206%
GCC
7
Guardian Capital (Canada)
Ontario, Canada
$2.3M -$158K -2,100 -7%
Raymond James Financial
8
Raymond James Financial
Florida
$2.17M +$93.5K +1,243 +5%
Ameriprise
9
Ameriprise
Minnesota
$2.15M -$322K -4,284 -13%
Bank of America
10
Bank of America
North Carolina
$1.79M +$199K +2,650 +13%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.69M -$145K -1,932 -8%
SEIA
12
Signature Estate & Investment Advisors
California
$1.66M -$138K -1,829 -8%
UBS Group
13
UBS Group
Switzerland
$1.44M +$73.6K +978 +6%
KAS
14
Kestra Advisory Services
Texas
$1.33M -$3.06M -40,647 -70%
NWM
15
Napa Wealth Management
California
$1.06M +$1.02M +13,609 New
CA
16
Clearstead Advisors
Ohio
$1M -$435K -5,779 -31%
PAG
17
Private Advisor Group
New Jersey
$768K +$4.89K +65 +0.7%
Jane Street
18
Jane Street
New York
$721K +$699K +9,288 New
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$702K +$5.87K +78 +0.9%
Wells Fargo
20
Wells Fargo
California
$645K -$66.7K -887 -10%
LAM
21
LOM Asset Management
$626K +$27.4K +364 +5%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$563K +$9.85K +131 +2%
SPIA
23
Steward Partners Investment Advisory
New York
$563K +$545K +7,246 New
FTUS
24
Flow Traders U.S.
New York
$545K +$298K +3,960 +129%
Truist Financial
25
Truist Financial
North Carolina
$532K -$451 -6 -0.1%

JXI Hedge Fund Activity: Q3 2025 in Review

64 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in iShares Global Utilities ETF (JXI) for Q3 2025, worth a combined $62.7M — up 21% from $51.7M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new JXI positions and 4 closed out — a net gain of 6 holders — while 19 added to existing stakes and 22 trimmed.

The largest buyer was Barings, opening a new position worth an estimated $7.73M. The largest seller was Kestra Advisory Services, cutting an estimated $3.06M.

  • 64 institutional investors held iShares Global Utilities ETF (JXI) as of Q3 2025, up from 59 in Q2 2025.
  • Funds reported $62.7M of iShares Global Utilities ETF stock for Q3 2025, up 21% quarter-over-quarter.
  • 10 funds opened new iShares Global Utilities ETF positions in Q3 2025 and 4 closed out, a net change of +6 holders.
  • The largest iShares Global Utilities ETF buyer in Q3 2025 was Barings, an estimated $7.73M added.
  • The largest iShares Global Utilities ETF seller in Q3 2025 was Kestra Advisory Services, an estimated $3.06M sold.

Based on aggregated 13F filings for Q3 2025.