Who Owns JXI?
iShares Global Utilities ETF — Institutional Ownership & 13F Holdings
$87.74
+0.14 (+0.15%)
Market Cap
$309.2M
Shares Outstanding
3,728,153
Institutional Holders
55
Total Inst. Value
$40.4M
% of Float Held
—
QoQ Holder Change
+15
Institutional data as of Q1 2025
New Positions
10
Closed Positions
5
Increased
9
Decreased
20
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Cambria Investment Management, L.P. | $8.7M | 126,557 |
| 2 | MORGAN STANLEY | $5.6M | 81,569 |
| 3 | JONES FINANCIAL COMPANIES LLLP | $2.6M | 56,854 |
| 4 | AMERIPRISE FINANCIAL INC | $2.2M | 31,758 |
| 5 | GUARDIAN CAPITAL LPNew | $2.1M | 30,200 |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.8M | 25,831 |
| 7 | ROYAL BANK OF CANADA | $1.6M | 23,072 |
| 8 | RAYMOND JAMES FINANCIAL INCNew | $1.6M | 22,994 |
| 9 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $1.6M | 22,892 |
| 10 | BANK OF AMERICA CORP /DE/ | $1.4M | 20,387 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Cambria Investment Management, L.P. | +809 | $8.7M |
| JONES FINANCIAL COMPANIES LLLP | +56K | $2.6M |
| AMERIPRISE FINANCIAL INC | +3K | $2.2M |
| GUARDIAN CAPITAL LPNew | +30K | $2.1M |
| RAYMOND JAMES FINANCIAL INCNew | +23K | $1.6M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Kestra Advisory Services, LLC | -45K | $1K |
| UBS Group AG | -43K | $1.1M |
| MORGAN STANLEY | -17K | $5.6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -11K | $1.8M |
| LPL Financial LLC | -4K | $3K |
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Frequently Asked Questions
How many institutional investors hold JXI?
As of Q1 2025, 55 institutional investors report holding JXI (iShares Global Utilities ETF) in their 13F filings.
Which hedge fund owns the most JXI?
The largest institutional holder of JXI is Cambria Investment Management, L.P. with $8.7M in shares.
Are institutions buying or selling JXI?
This quarter, 10 institutions opened new positions in JXI and 5 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.