Who Owns iShares Global Utilities ETF (JXI)?Hedge Fund & Institutional Holders

$87.11+0.54 (+0.62%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$8.6515900090008e+141T

% of Float Held

—

QoQ Change in Holders

+14 / -3

Price History

$62.90$69.51$76.11$82.72$89.32Sep 24Jun 25Mar 26

JXI — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Guardian Partners Inc.New Position+52K+$4.1M
BANK OF NOVA SCOTIANew Position+30K+$2.0M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COIncreased+58K+$1.8M
SIGNATURE ESTATE & INVESTMENT ADVISORS LLCNew Position+22K+$1.8M
CITADEL ADVISORS LLCNew Position+20K+$1.0M
J. Safra Sarasin Holding AGNew Position+12K+$949K
Eagle Strategies LLCNew Position+5K+$412K
Financial & Tax Architects, LLCNew Position+5K+$405K
Sightline Wealth Advisors, LLCNew Position+5K+$368K
NTV ASSET MANAGEMENT LLCNew Position+4K+$306K
TRUIST FINANCIAL CORPNew Position+4K+$284K
Milestone Asset Management Group, LLCNew Position+3K+$207K
SBI Securities Co., Ltd.New Position+2K+$168K
Bangor Savings BankNew Position+965+$75K
FLAGSHIP HARBOR ADVISORS, LLCNew Position+850+$66K

JXI — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Cambria Investment Management, L.P.Decreased-3K-$8.8B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-32K-$4.1B
Cetera Investment AdvisersDecreased-435-$2.6B
GUARDIAN CAPITAL LPDecreased-1K-$2.3B
ROYAL BANK OF CANADADecreased-2K-$1.7B
UBS Group AGDecreased-1K-$1.4B
NAPA WEALTH MANAGEMENTClosed Position-14K-$1.1B
Clearstead Advisors, LLCClosed Position-13K-$1.0B
JANE STREET GROUP, LLCDecreased-196-$721.3M
GLOBALT Investments LLC / GADecreased-141-$457.3M
Advisory Services Network, LLCDecreased-80-$331.4M
Cresset Asset Management, LLCDecreased-305-$325.4M
Strategic Investment Solutions, Inc. /ILClosed Position-2K-$183.7M
NewEdge Advisors, LLCDecreased-108-$43.0M
Addison Advisors LLCDecreased-26-$22.2M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Anchor Investment Management, LLC1,100$86.5M0.01%Share
2Cambria Investment Management, L.P.116,246$9.0M0.53%Share
3LPL Financial LLC120,786$9.0M0.00%Share
4MORGAN STANLEY108,706$8.0M0.00%Share
5BARINGS LLC84,745$6.7M0.12%Share
6Guardian Partners Inc.52,100$4.1M0.33%Share
7NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO57,683$2.7M0.00%Share
8BANK OF NOVA SCOTIA29,880$2.0M0.00%Share
9RAYMOND JAMES FINANCIAL INC29,448$2.0M0.00%Share
10AMERIPRISE FINANCIAL INC28,428$2.0M0.00%Share
11Cetera Investment Advisers33,480$2.0M0.00%Share
12GUARDIAN CAPITAL LP28,600$2.0M0.06%Share
13SIGNATURE ESTATE & INVESTMENT ADVISORS LLC22,295$1.8M0.04%Share
14BARINGS LLC17,962$1.4M0.03%Share
15UBS Group AG17,279$1.4M0.00%Share
16ROYAL BANK OF CANADA12,797$1.0M0.00%Share
17CITADEL ADVISORS LLC20,251$1.0M0.00%Share
18WELLS FARGO & COMPANY/MN16,072$1.0M0.00%Share
19Kestra Advisory Services, LLC17,723$1.0M0.00%Share
20SUSQUEHANNA INTERNATIONAL GROUP, LLP20,583$1.0M0.00%Share
21J. Safra Sarasin Holding AG12,070$949K0.02%Share
22LOM Asset Management Ltd8,221$646K0.19%Share
23GLOBALT Investments LLC / GA5,753$452K0.02%Share
24Eagle Strategies LLC5,242$412K0.05%Share
25Financial & Tax Architects, LLC5,150$405K0.09%Share
26Nova Wealth Management, Inc.4,775$375K0.26%Share
27Sightline Wealth Advisors, LLC4,681$368K0.16%Share
28NTV ASSET MANAGEMENT LLC3,900$306K0.03%Share
29TRUIST FINANCIAL CORP3,622$284K0.00%Share
30Milestone Asset Management Group, LLC2,632$207K0.12%Share
31SBI Securities Co., Ltd.2,143$168K0.00%Share
32KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC1,404$110K0.00%Share
33Bangor Savings Bank965$75K0.01%Share
34FLAGSHIP HARBOR ADVISORS, LLC850$66K0.00%Share
35Sava Infond d.o.o.800$62K0.01%Share
36Newbridge Financial Services Group, Inc.750$58K0.01%Share
37COMERICA BANK698$54K0.00%Share
38Glen Eagle Advisors, LLC628$49K0.01%Share
39TD Waterhouse Canada Inc.567$44K0.00%Share
40Corient Private Wealth LLC21,740$36K0.00%Share
41CX Institutional331$26K0.00%Share
42CWM, LLC315$25K0.00%Share
43FIFTH THIRD BANCORP281$22K0.00%Share
44Allworth Financial LP285$22K0.00%Share
45Front Row Advisors LLC257$20K0.01%Share
46Addison Advisors LLC260$20K0.00%Share
47THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.240$18K0.01%Share
48Sound Income Strategies, LLC125$10K0.00%Share
49Farther Finance Advisors, LLC110$8K0.00%Share
50AE Wealth Management LLC114$8K0.00%Share

JXI Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202575$150.8M+27
Q3 202548$56.0B-4
Q2 202552$32.2B-3
Q1 202555$44.7B+5
Q4 202450$87.0B+5
Q3 202445$24.2T+0
Q2 202445$22.8T+5
Q1 202440$21.3T—

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As of Q4 2025, 50 institutional investors hold JXI (iShares Global Utilities ETF). The largest holder is Anchor Investment Management, LLC with $86.5M in shares. This quarter, 14 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own JXI?

As of Q4 2025, 50 institutional investors report holding JXI (iShares Global Utilities ETF) in their 13F filings.

Who is the largest institutional holder of JXI?

The largest institutional holder of JXI is Anchor Investment Management, LLC with $86.5M in shares.

Is institutional ownership of JXI increasing or decreasing?

This quarter, 14 institutions opened new positions in JXI and 3 closed their positions.