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iShares Global Utilities ETF

78 hedge funds and large institutions have $79.6M invested in iShares Global Utilities ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 3

63% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 16

27% more capital invested

Capital invested by funds: $62.7M → $79.6M (+$16.8M)

22% more funds holding

Funds holding: 6478 (+14)

3.42% more ownership

Funds ownership: 28.36%31.78% (+3.4%)

Holders
78
Holders Change
+14
Holders Change %
+21.88%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
26
Reduced
16
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$9.5M +$6.22M +77,865 +181%
CIM
2
Cambria Investment Management
California
$9.14M -$88.3K -1,106 -0.9%
Morgan Stanley
3
Morgan Stanley
New York
$8.55M +$1.6M +19,982 +23%
B
4
Barings
North Carolina
$8.08M
GP
5
Guardian Partners
Canada
$4.1M +$4.16M +52,100 New
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$2.63M -$34.7K -435 -1%
Bank of Nova Scotia
7
Bank of Nova Scotia
Ontario, Canada
$2.36M +$2.39M +29,880 New
Raymond James Financial
8
Raymond James Financial
Florida
$2.33M +$135K +1,686 +6%
Ameriprise
9
Ameriprise
Minnesota
$2.25M +$69.4K +869 +3%
GCC
10
Guardian Capital (Canada)
Ontario, Canada
$2.25M -$79.8K -1,000 -3%
Bank of America
11
Bank of America
North Carolina
$1.95M +$145K +1,822 +8%
SEIA
12
Signature Estate & Investment Advisors
California
$1.75M +$73.2K +917 +4%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$1.62M -$2.57M -32,140 -61%
Citadel Advisors
14
Citadel Advisors
Florida
$1.59M +$1.62M +20,251 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.53M -$187K -2,342 -11%
KAS
16
Kestra Advisory Services
Texas
$1.39M +$46.9K +587 +3%
UBS Group
17
UBS Group
Switzerland
$1.36M -$104K -1,304 -7%
Wells Fargo
18
Wells Fargo
California
$1.29M +$647K +8,103 +98%
JSSH
19
J. Safra Sarasin Holding
$949K +$964K +12,070 New
HF
20
HRT Financial
New York
$918K +$932K +11,681 New
PAG
21
Private Advisor Group
New Jersey
$778K +$80 +1 +0%
EH
22
Equitable Holdings
New York
$752K +$243K +3,048 +47%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$735K +$24.5K +307 +3%
Jane Street
24
Jane Street
New York
$715K -$15.6K -196 -2%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$712K +$320K +4,004 +79%

JXI Hedge Fund Activity: Q4 2025 in Review

78 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in iShares Global Utilities ETF (JXI) for Q4 2025, worth a combined $79.6M — up 27% from $62.7M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new JXI positions and 3 closed out — a net gain of 15 holders — while 26 added to existing stakes and 16 trimmed.

The largest buyer was LPL Financial, adding an estimated $6.22M. The largest seller was Susquehanna International Group, cutting an estimated $2.57M.

  • 78 institutional investors held iShares Global Utilities ETF (JXI) as of Q4 2025, up from 64 in Q3 2025.
  • Funds reported $79.6M of iShares Global Utilities ETF stock for Q4 2025, up 27% quarter-over-quarter.
  • 18 funds opened new iShares Global Utilities ETF positions in Q4 2025 and 3 closed out, a net change of +15 holders.
  • The largest iShares Global Utilities ETF buyer in Q4 2025 was LPL Financial, an estimated $6.22M added.
  • The largest iShares Global Utilities ETF seller in Q4 2025 was Susquehanna International Group, an estimated $2.57M sold.

Based on aggregated 13F filings for Q4 2025.