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iShares Global Utilities ETF (JXI) Institutional Ownership

iShares Global Utilities ETF logo
$73.59 -0.18 (-0.24%)
As of 07/11/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for iShares Global Utilities ETF (NYSEARCA:JXI)

Number of
Institutional Buyers
(last 12 months)
17
Total
Institutional Inflows
(last 12 months)
$9.25M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$10.09M
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JXI Institutional Buying and Selling by Quarter

iShares Global Utilities ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/7/2025 Nova Wealth Management Inc.2,944$217K0.2%+16.0%0.115%
7/7/2025 Bangor Savings Bank1,000$74K0.0%-13.0%0.039%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.425$31K0.0%N/A0.017%
5/29/2025 Nova Wealth Management Inc.2,538$175K0.2%+257.0%0.102%
5/19/2025Jane Street Group LLC12,231$845K0.0%N/A0.510%
5/16/2025Signature Estate & Investment Advisors LLC22,892$1.58M0.0%-1.3%0.954%
5/16/2025Jones Financial Companies Lllp56,854$3.93M0.0%+5,608.2%2.369%
5/15/2025Royal Bank of Canada23,072$1.59M0.0%-9.1%0.961%
5/14/2025Kestra Advisory Services LLC17,451$1.21M0.0%-72.0%0.727%
5/13/2025Cresset Asset Management LLC6,194$428K0.0%-21.3%0.258%
5/7/2025LPL Financial LLC38,329$2.65M0.0%-8.9%1.597%
5/7/2025GLOBALT Investments LLC GA6,957$481K0.0%-9.6%0.290%
5/6/2025Avantax Advisory Services Inc.26,995$1.87M0.0%-2.4%1.125%
4/30/2025NTV Asset Management LLC3,900$269K0.0%-7.1%0.163%
4/14/2025 Bangor Savings Bank1,150$79K0.0%-14.8%0.048%
4/7/2025GAMMA Investing LLC16,374$1.13M0.0%+2,245.8%0.697%
2/17/2025Cresset Asset Management LLC7,873$505K0.0%-33.3%0.375%
2/17/2025Bank of America Corp DE21,346$1.37M0.0%+12.9%1.016%
2/17/2025Ameriprise Financial Inc.28,634$1.84M0.0%+28.2%1.364%
2/14/2025Susquehanna International Group LLP37,288$2.39M0.0%+21.1%1.776%
2/13/2025Strategic Investment Solutions Inc. IL2,264$145K0.0%-7.3%0.108%
2/13/2025Advisory Services Network LLC5,712$366K0.0%-3.8%0.272%
2/13/2025Envestnet Asset Management Inc.6,829$438K0.0%+3.6%0.325%
2/13/2025Wells Fargo & Company MN10,774$691K0.0%-8.7%0.513%
2/11/2025Signature Estate & Investment Advisors LLC23,188$1.49M0.0%+1.8%1.104%
2/11/2025LPL Financial LLC42,070$2.70M0.0%-46.0%2.003%
2/10/2025GLOBALT Investments LLC GA7,699$494K0.0%-2.4%0.367%
2/10/2025Family Firm Inc.9,459$607K0.1%-9.3%0.450%
2/10/2025Commonwealth Equity Services LLC8,718$559K0.0%+3.2%0.415%
2/10/2025Avantax Advisory Services Inc.27,649$1.77M0.0%-0.8%1.317%
2/6/2025SBI Securities Co. Ltd.2,058$132K0.0%N/A0.098%
2/6/2025Jones Financial Companies Lllp996$64K0.0%+77.9%0.047%
1/31/2025Truist Financial Corp7,989$512K0.0%-7.7%0.380%
1/31/2025NTV Asset Management LLC4,200$269K0.0%-10.6%0.200%
1/28/2025Newbridge Financial Services Group Inc.750$48K0.0%N/A0.036%
1/22/2025Slow Capital Inc.5,934$381K0.1%-4.2%0.283%
1/3/2025GAMMA Investing LLC698$45K0.0%N/A0.033%
11/15/2024Jane Street Group LLC3,026$214K0.0%-94.2%0.144%
11/7/2024GLOBALT Investments LLC GA7,885$558K0.0%-2.6%0.375%
11/4/2024Addison Advisors LLC444$31K0.0%-32.1%0.021%
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10/11/2024Creative Planning3,000$212K0.0%N/A0.143%
8/30/2024Strategic Investment Solutions Inc. IL2,343$138K0.0%N/A0.112%
8/12/2024Cowa LLC4,000$239K0.1%N/A0.190%
7/26/2024Signature Estate & Investment Advisors LLC22,773$1.36M0.0%N/A1.084%
7/16/2024GPS Wealth Strategies Group LLC583$35K0.0%N/A0.028%
5/24/2024Cetera Advisors LLC4,935$291K0.0%N/A0.235%
5/16/2024Jane Street Group LLC69,307$4.09M0.0%+128.7%3.300%
5/13/2024Bessemer Group Inc.2,542$150K0.0%-59.2%0.121%
5/8/2024Avantax Advisory Services Inc.27,986$1.65M0.0%-1.7%1.365%
5/1/2024GLOBALT Investments LLC GA8,975$530K0.0%-5.8%0.438%
3/1/2024Creekmur Asset Management LLC1,215$71K0.0%N/A0.052%
2/20/2024GLOBALT Investments LLC GA9,530$557K0.0%N/A0.406%
2/9/2024Advisory Services Network LLC6,760$395K0.0%-17.4%0.288%
2/9/2024Gladstone Institutional Advisory LLC4,022$235K0.0%-16.2%0.171%
2/7/2024Avantax Advisory Services Inc.28,471$1.66M0.0%-2.9%1.212%
2/6/2024Ifrah Financial Services Inc.8,162$477K0.1%-4.8%0.347%
2/2/2024Truist Financial Corp8,949$523K0.0%-6.1%0.381%
1/31/2024Slow Capital Inc.8,419$492K0.1%-18.4%0.358%
1/19/2024Fifth Third Bancorp562$33K0.0%-50.1%0.024%
1/12/2024Cedar Brook Financial Partners LLC23,780$1.38M0.3%+13.2%1.012%
1/2/2024Anchor Investment Management LLC1,120$65K0.0%N/A0.048%
11/14/2023Synovus Financial Corp12,882$695K0.0%-1.3%0.548%
11/8/2023Janney Montgomery Scott LLC4,580$247K0.0%-5.4%0.195%
11/7/2023Addison Advisors LLC754$41K0.0%-21.0%0.032%
10/23/2023Commonwealth Equity Services LLC9,500$513K0.0%+10.8%0.404%
10/20/2023Slow Capital Inc.10,322$557K0.1%-15.5%0.439%
10/20/2023Family Firm Inc.7,595$410K0.1%+19.0%0.323%
8/10/2023Cetera Investment Advisers5,468$327K0.0%-49.7%0.233%
8/8/2023Synovus Financial Corp13,058$781K0.0%-7.1%0.556%
8/8/2023Knuff & Co LLC1,875$112K0.0%N/A0.080%
8/1/2023Truist Financial Corp10,431$624K0.0%+5.9%0.444%
7/31/2023LPL Financial LLC27,421$1.64M0.0%+1.4%1.167%
7/26/2023Janney Montgomery Scott LLC4,843$290K0.0%-7.1%0.215%
7/13/2023Cambridge Investment Research Advisors Inc.3,842$230K0.0%N/A0.171%
7/5/2023Cedar Brook Financial Partners LLC21,011$1.26M0.3%+2.1%0.934%
5/16/2023Strategic Investment Solutions Inc. IL2,930$177K0.0%N/A0.130%
5/11/2023Synovus Financial Corp14,058$850K0.0%-6.0%0.625%
5/10/2023Bessemer Group Inc.2,542$154K0.0%-84.4%0.113%
5/10/2023Pictet Asset Management SA4,650$281K0.0%-94.8%0.207%
5/5/2023Truist Financial Corp9,849$595K0.0%+11.3%0.438%
5/5/2023Wilbanks Smith & Thomas Asset Management LLC4,954$299K0.0%-84.4%0.220%
5/5/2023Ifrah Financial Services Inc.8,508$514K0.2%-45.5%0.378%
4/28/2023Avantax Advisory Services Inc.29,569$1.79M0.0%-1.0%1.314%
4/26/2023Slow Capital Inc.10,431$630K0.1%-4.3%0.464%
4/4/2023Cedar Brook Financial Partners LLC20,585$1.24M0.4%+1.8%0.858%
3/6/2023OLD Mission Capital LLC40,228$2.42M0.1%N/A1.676%
2/13/2023Bessemer Group Inc.16,317$981K0.0%+356.2%0.680%
2/13/2023Tcwp LLC3,768$227K0.0%N/A0.157%
2/8/2023UBS Group AG34,328$2.07M0.0%+16.3%1.430%
2/8/2023Cambridge Investment Research Advisors Inc.3,332$200K0.0%N/A0.139%
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2/7/2023Addison Advisors LLC1,104$66K0.0%-23.9%0.046%
2/1/2023Cedar Brook Financial Partners LLC20,225$1.22M0.3%+2.2%0.843%
11/14/2022Maryland Capital Management20,424$1.12M0.1%+2.6%0.834%
11/14/2022Pictet Asset Management SA300,446$16.45M0.0%-38.9%12.263%
11/9/2022Bessemer Group Inc.3,577$196K0.0%-41.4%0.146%
11/7/2022Ifrah Financial Services Inc.15,714$861K0.3%-9.5%0.641%
11/7/2022NTV Asset Management LLC4,700$257K0.1%-4.1%0.192%
11/2/2022Avantax Advisory Services Inc.29,482$1.61M0.0%+3.4%1.203%
10/27/2022Slow Capital Inc.11,406$625K0.1%+22.2%0.466%
10/27/2022Synovus Financial Corp15,088$826K0.0%-2.3%0.616%
(Data available from 1/1/2016 forward)

JXI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JXI shares?

During the previous two years, 44 institutional investors and hedge funds held shares of iShares Global Utilities ETF. The most heavily invested institutionals were Jones Financial Companies Lllp ($3.93M), LPL Financial LLC ($2.65M), Susquehanna International Group LLP ($2.39M), Avantax Advisory Services Inc. ($1.87M), Ameriprise Financial Inc. ($1.84M), Royal Bank of Canada ($1.59M), and Signature Estate & Investment Advisors LLC ($1.58M).Learn more on iShares Global Utilities ETF's institutional investors.

Which institutional investors have been buying iShares Global Utilities ETF's stock?

Of the 27 institutional investors that purchased iShares Global Utilities ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jones Financial Companies Lllp ($56.29K), Jane Street Group LLC ($51.24K), Signature Estate & Investment Advisors LLC ($23.19K), GAMMA Investing LLC ($16.37K), GLOBALT Investments LLC GA ($9.53K), Susquehanna International Group LLP ($6.50K), and Ameriprise Financial Inc. ($6.30K).

How much institutional buying is happening at iShares Global Utilities ETF?

Institutional investors have bought a total of 139,224 shares in the last 24 months. This purchase volume represents approximately $9.25M in transactions.

Which of iShares Global Utilities ETF's major shareholders have been selling company stock?

Of the 17 institutional investors that sold iShares Global Utilities ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($48.89K), Kestra Advisory Services LLC ($44.77K), LPL Financial LLC ($39.65K), Cresset Asset Management LLC ($5.61K), Royal Bank of Canada ($2.31K), GLOBALT Investments LLC GA ($1.14K), and Wells Fargo & Company MN ($1.02K).

How much institutional selling is happening at iShares Global Utilities ETF?

Institutional investors have sold a total of 148,216 shares in the last 24 months. This volume of shares sold represents approximately $10.09M in transactions.



This page (NYSEARCA:JXI) was last updated on 7/13/2025 by MarketBeat.com Staff
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