iShares Global Utilities ETF (JXI) Institutional Ownership

$59.07
-0.36 (-0.61%)
(As of 04/26/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
11
Total
Institutional Inflows
(last 12 months)
$1.63M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$9.02M
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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
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%
1/31/2024 Slow Capital Inc.8,419$492K0.1%-18.4%0.358%
1/19/2024 Fifth Third Bancorp562$33K0.0%-50.1%0.024%
1/12/2024 Cedar 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%
10/20/2023 Slow 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%
7/13/2023 Cambridge Investment Research Advisors Inc.3,842$230K0.0%N/A0.171%
7/5/2023 Cedar 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%
4/26/2023 Slow Capital Inc.10,431$630K0.1%-4.3%0.464%
4/4/2023 Cedar 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%
2/8/2023 Cambridge 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%
2/1/2023 Cedar 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%
10/27/2022 Slow Capital Inc.11,406$625K0.1%+22.2%0.466%
10/27/2022Synovus Financial Corp15,088$826K0.0%-2.3%0.616%
8/15/2022Atria Wealth Solutions Inc.5,292$318K0.0%+61.3%0.186%
8/11/2022Cetera Investment Advisers5,426$326K0.0%-4.0%0.190%
8/11/2022Maryland Capital Management19,898$1.20M0.1%N/A0.698%
8/10/2022Synovus Financial Corp15,451$928K0.0%+3.0%0.542%
8/9/2022Pictet Asset Management SA491,928$29.57M0.0%+0.8%17.261%
8/8/2022Banque Pictet & Cie SA52,250$3.14M0.1%-11.9%1.833%
8/8/2022Banque Pictet & Cie SA52,250$3.14M0.1%-11.9%1.833%
8/5/2022Ifrah Financial Services Inc.17,365$1.04M0.3%-1.0%0.609%
8/4/2022 Fifth Third Bancorp1,178$71K0.0%-32.5%0.041%
8/2/2022Avantax Advisory Services Inc.28,506$1.71M0.0%+2.7%1.000%
7/27/2022Cambria Investment Management L.P.119,630$7.19M0.9%N/A3.922%
7/22/2022Truist Financial Corp8,709$524K0.0%+88.4%0.286%
7/19/2022Commonwealth Equity Services LLC10,068$605K0.0%-2.8%0.330%
7/13/2022 Cambridge Investment Research Advisors Inc.54,165$3.26M0.0%+1,571.8%1.776%
5/10/2022Tcwp LLC1,710$112K0.0%N/A0.057%
5/5/2022Wilbanks Smith & Thomas Asset Management LLC35,878$2.26M0.1%+11.2%1.196%
5/4/2022Janney Montgomery Scott LLC5,348$352K0.0%-3.6%0.178%
5/4/2022Advisor Group Holdings Inc.9,095$598K0.0%+1.9%0.303%
5/4/2022Banque Pictet & Cie SA59,300$3.90M0.0%+23.4%1.977%
5/3/2022 Cookson Peirce & Co. Inc.3,352$221K0.0%N/A0.112%
5/3/2022Ifrah Financial Services Inc.17,542$1.16M0.3%-19.0%0.585%
5/2/2022 Slow Capital Inc.9,442$622K0.1%-3.8%0.315%
4/29/2022Addison Advisors LLC1,350$89K0.0%+43.0%0.045%
4/27/2022Avantax Advisory Services Inc.27,747$1.83M0.0%+5.5%0.925%
2/15/2022Synovus Financial Corp15,147$982K0.0%+2.8%0.551%
2/10/2022Pictet Asset Management SA260,250$16.84M0.0%N/A9.464%
2/8/2022Wilbanks Smith & Thomas Asset Management LLC32,274$2.09M0.1%+8.2%1.174%
2/4/2022NTV Asset Management LLC4,900$317K0.1%-7.5%0.178%
2/4/2022Envestnet Asset Management Inc.6,072$393K0.0%+10.2%0.221%
2/3/2022 Cambridge Investment Research Advisors Inc.62,050$4.02M0.0%N/A2.256%
2/3/2022Advisor Group Holdings Inc.8,923$577K0.0%+5.4%0.324%
2/2/2022Banque Pictet & Cie SA48,050$3.11M0.0%N/A1.747%
2/1/2022Merriman Wealth Management LLC15,000$971K0.1%N/A0.545%
1/31/2022Addison Advisors LLC944$61K0.0%+303.4%0.034%
1/27/2022 Cedar Brook Financial Partners LLC19,153$1.24M0.3%+14.0%0.723%
1/27/2022Janney Montgomery Scott LLC5,548$359K0.0%-4.7%0.209%
1/24/2022Avantax Advisory Services Inc.26,292$1.70M0.0%+5.2%0.992%
1/20/2022Parallel Advisors LLC1,100$71K0.0%-50.0%0.042%
11/16/2021Jane Street Group LLC78,133$4.60M0.0%-11.5%3.125%
11/16/2021United Capital Financial Advisers LLC25,006$1.47M0.0%+4.2%1.000%
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11/16/2021LPL Financial LLC30,108$1.77M0.0%+7.6%1.204%
11/15/2021Flow Traders U.S. LLC5,062$298K0.0%-3.2%0.202%
11/10/2021Goldman Sachs Group Inc.23,085$1.36M0.0%N/A0.923%
11/10/2021NTV Asset Management LLC5,300$312K0.1%-11.7%0.212%
11/9/2021Barclays PLC23,022$1.36M0.0%N/A0.921%
11/5/2021Truist Financial Corp4,289$252K0.0%N/A0.172%
11/5/2021Advisor Group Holdings Inc.8,464$498K0.0%-2.2%0.339%
11/4/2021Wilbanks Smith & Thomas Asset Management LLC29,817$1.76M0.1%-15.4%1.193%
11/1/2021 Cedar Brook Financial Partners LLC16,804$989K0.3%-2.3%0.672%
11/1/2021Ifrah Financial Services Inc.19,729$1.16M0.3%+21.6%0.789%
(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, 34 institutional investors and hedge funds held shares of iShares Global Utilities ETF. The most heavily invested institutionals were Cambria Investment Management L.P. ($7.19M), Banque Pictet & Cie SA ($3.14M), OLD Mission Capital LLC ($2.42M), UBS Group AG ($2.07M), Avantax Advisory Services Inc. ($1.66M), LPL Financial LLC ($1.64M), and Cedar Brook Financial Partners LLC ($1.38M).Learn more on JXI's institutional investors.

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

Of the 27 institutional investors that purchased iShares Global Utilities ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cambria Investment Management L.P. ($119.63K), Cambridge Investment Research Advisors Inc. ($58.10K), OLD Mission Capital LLC ($40.23K), Maryland Capital Management ($20.42K), Bessemer Group Inc. ($12.74K), Banque Pictet & Cie SA ($11.25K), and GLOBALT Investments LLC GA ($9.53K).

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

Institutional investors have bought a total of 320,696 shares in the last 24 months. This purchase volume represents approximately $19.35M in transactions.

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

Of the 17 institutional investors that sold iShares Global Utilities ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Pictet Asset Management SA ($275.95K), Wilbanks Smith & Thomas Asset Management LLC ($26.88K), Bessemer Group Inc. ($16.31K), Banque Pictet & Cie SA ($14.10K), Ifrah Financial Services Inc. ($13.44K), Cetera Investment Advisers ($5.64K), and Slow Capital Inc. ($4.64K).

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

Institutional investors have sold a total of 366,344 shares in the last 24 months. This volume of shares sold represents approximately $21.01M in transactions.


This page (NYSEARCA:JXI) was last updated on 4/26/2024 by MarketBeat.com Staff

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