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iShares Global Utilities ETF (JXI) Institutional Ownership

iShares Global Utilities ETF logo
$86.33 +0.14 (+0.16%)
As of 07/24/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Global Utilities ETF (NYSEARCA:JXI)

Number of
Institutional Buyers
(last 12 months)
44
Total
Institutional Inflows
(last 12 months)
$44.66M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$2.97M
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JXI Institutional Buying and Selling by Quarter

iShares Global Utilities ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/19/2026Western Wealth Management LLC578$50K0.0%N/A0.015%
5/19/2026Bank of America Corp DE18,937$1.64M0.0%-23.8%0.498%
5/18/2026Royal Bank of Canada16,303$1.41M0.0%-16.3%0.429%
5/15/2026Cumberland Partners Ltd14,613$1.26M0.1%N/A0.385%
5/14/2026Bank of Nova Scotia30,880$2.67M0.0%+3.3%0.813%
5/14/2026MWA Asset Management1,295$112K0.1%N/A0.034%
5/13/2026Cetera Investment Advisers33,010$2.85M0.0%-1.4%0.869%
5/8/2026MWA Asset Management1,295$112K0.1%N/A0.034%
5/6/2026Bessemer Group Inc.2,542$219K0.0%-13.2%0.067%
5/4/2026J. Safra Sarasin Holding AG12,631$1.09M0.0%+4.6%0.332%
5/1/2026Fifth Third Bancorp979$85K0.0%+248.4%0.026%
4/30/2026Kestra Advisory Services LLC51,605$4.46M0.0%+191.2%1.358%
4/27/2026Private Advisor Group LLC12,931$1.12M0.0%+30.8%0.340%
4/22/2026Janney Montgomery Scott LLC10,926$943K0.0%+20.6%0.288%
3/17/2026Rockefeller Capital Management L.P.1,790$141K0.0%+28.2%0.054%
3/9/2026Corient Private Wealth LLC21,740$1.71M0.0%N/A0.659%
2/19/2026Corient Private Wealth LLC21,740$1.71M0.0%N/A0.659%
2/18/2026Beacon Pointe Advisors LLC8,653$681K0.0%N/A0.262%
2/18/2026Guardian Capital LP28,600$2.25M0.1%-3.4%0.867%
2/17/2026Cetera Investment Advisers33,480$2.63M0.0%-1.3%1.015%
2/17/2026Guardian Partners Inc.52,100$4.10M0.3%N/A1.579%
2/17/2026Equitable Holdings Inc.9,556$752K0.0%+46.8%0.290%
2/17/2026Royal Bank of Canada19,467$1.53M0.0%-10.7%0.590%
2/17/2026Blair William & Co. IL385$30K0.0%N/A0.012%
2/13/2026Kestra Advisory Services LLC17,723$1.39M0.0%+3.4%0.537%
2/13/2026Bank of Nova Scotia29,880$2.36M0.0%N/A0.905%
2/13/2026Wells Fargo & Company MN16,402$1.29M0.0%+97.6%0.497%
2/12/2026Jane Street Group LLC9,092$715K0.0%-2.1%0.276%
2/12/2026HRT Financial LP11,681$918K0.0%N/A0.354%
2/12/2026Commonwealth Equity Services LLC9,342$735K0.0%+3.4%0.283%
2/12/2026Steward Partners Investment Advisory LLC7,876$619K0.0%+8.7%0.239%
2/11/2026Janney Montgomery Scott LLC9,056$712K0.0%+79.3%0.274%
2/11/2026LPL Financial LLC120,786$9.50M0.0%+181.4%3.660%
2/10/2026Northwestern Mutual Wealth Management Co.6,127$482K0.0%+50,958.3%0.186%
2/6/2026 Signature Estate & Investment Advisors LLC22,295$1.75M0.0%+4.3%0.676%
2/6/2026GLOBALT Investments LLC GA5,753$452K0.0%-2.4%0.174%
2/5/2026Northwestern Mutual Wealth Management Co.57,683$4.54M0.0%+480,591.7%1.748%
2/2/2026Truist Financial Corp3,622$285K0.0%-47.1%0.110%
1/29/2026 Sava Infond d.o.o.800$63K0.0%N/A0.024%
1/26/2026 Sightline Wealth Advisors LLC4,681$368K0.2%N/A0.142%
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1/23/2026LOM Asset Management Ltd8,221$647K0.2%+2.0%0.257%
1/21/2026 Flagship Harbor Advisors LLC850$67K0.0%N/A0.027%
1/21/2026 Financial & Tax Architects LLC5,150$405K0.1%N/A0.161%
1/15/2026J. Safra Sarasin Holding AG12,070$949K0.0%N/A0.377%
1/14/2026 Nova Wealth Management Inc.4,775$376K0.3%+12.3%0.149%
12/1/2025Cambria Investment Management L.P.117,352$9.11M0.5%-1.5%3.978%
11/18/2025Advisory Services Network LLC4,268$331K0.0%+18.8%0.145%
11/17/2025Susquehanna International Group LLP52,723$4.09M0.0%+246.3%1.787%
11/17/2025Flow Traders U.S. LLC7,021$545K0.0%+129.4%0.238%
11/17/2025Bank of America Corp DE23,028$1.79M0.0%+13.0%0.781%
11/17/2025Ameriprise Financial Inc.27,704$2.15M0.0%-13.4%0.939%
11/14/2025Creative Planning3,409$265K0.0%+13.6%0.116%
11/14/2025Raymond James Financial Inc.27,911$2.17M0.0%+4.7%0.946%
11/14/2025Equitable Holdings Inc.6,508$505K0.0%+24.2%0.221%
11/13/2025UBS Group AG18,583$1.44M0.0%+5.6%0.630%
11/12/2025Guardian Capital LP29,600$2.30M0.1%-6.6%1.003%
11/12/2025LOM Asset Management Ltd8,056$626K0.2%+4.7%0.273%
11/12/2025Cresset Asset Management LLC4,191$325K0.0%-23.4%0.142%
11/10/2025Clearstead Advisors LLC12,885$1.00M0.0%-31.0%0.437%
11/10/2025Barings LLC102,707$7.98M0.2%N/A3.482%
11/5/2025 Signature Estate & Investment Advisors LLC21,378$1.66M0.0%-7.9%0.725%
11/5/2025 SBI Securities Co. Ltd.2,224$173K0.0%-12.6%0.075%
11/5/2025Envestnet Asset Management Inc.7,254$563K0.0%+1.8%0.246%
11/4/2025Jones Financial Companies Lllp3,839$296K0.0%+70.4%0.130%
10/22/2025Milestone Asset Management Group LLC2,750$214K0.1%N/A0.093%
10/21/2025 Eagle Strategies LLC5,242$407K0.1%N/A0.178%
10/14/2025GLOBALT Investments LLC GA5,894$458K0.0%-5.5%0.207%
10/7/2025 Nova Wealth Management Inc.4,252$330K0.2%+44.4%0.149%
9/4/2025Osaic Holdings Inc.7,876$581K0.0%+106.1%0.309%
8/15/2025Ameriprise Financial Inc.31,988$2.36M0.0%+0.7%1.254%
8/14/2025Raymond James Financial Inc.26,668$1.97M0.0%+16.0%1.046%
8/13/2025Flow Traders U.S. LLC3,061$226K0.0%N/A0.120%
8/13/2025Cresset Asset Management LLC5,472$404K0.0%-11.7%0.215%
8/8/2025Avantax Advisory Services Inc.26,270$1.94M0.0%-2.7%1.030%
8/8/2025Cetera Investment Advisers11,084$818K0.0%+12.5%0.435%
8/8/2025 SBI Securities Co. Ltd.2,546$188K0.0%+16.9%0.100%
8/1/2025Envestnet Asset Management Inc.7,123$525K0.0%+5.3%0.279%
7/31/2025GLOBALT Investments LLC GA6,234$460K0.0%-10.4%0.244%
7/29/2025 Signature Estate & Investment Advisors LLC23,207$1.71M0.0%+1.4%0.910%
7/21/2025FSA Wealth Partners Inc.10,600$782K0.4%N/A0.416%
7/18/2025Truist Financial Corp6,857$506K0.0%-38.4%0.269%
7/17/2025Janney Montgomery Scott LLC4,727$349K0.0%N/A0.185%
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%
5/29/2025Nova 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%
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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%
4/14/2025Bangor 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%


JXI Institutional Ownership - Frequently Asked Questions

During the previous two years, 65 institutional investors and hedge funds held shares of iShares Global Utilities ETF. The most heavily invested institutionals were LPL Financial LLC ($9.50M), Cambria Investment Management L.P. ($9.11M), Barings LLC ($7.98M), Kestra Advisory Services LLC ($4.46M), Guardian Partners Inc. ($4.10M), Susquehanna International Group LLP ($4.09M), and Cetera Investment Advisers ($2.85M).Learn more on iShares Global Utilities ETF's institutional investors.

Of the 51 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: Barings LLC ($102.71K), LPL Financial LLC ($77.87K), Northwestern Mutual Wealth Management Co. ($63.79K), Jones Financial Companies Lllp ($57.88K), Guardian Partners Inc. ($52.10K), Susquehanna International Group LLP ($43.99K), and Corient Private Wealth LLC ($43.48K).

Institutional investors have bought a total of 564,962 shares in the last 24 months. This purchase volume represents approximately $44.66M in transactions.

Of the 15 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: Bank of America Corp DE ($5.91K), Clearstead Advisors LLC ($5.78K), Royal Bank of Canada ($5.51K), Ameriprise Financial Inc. ($4.28K), Truist Financial Corp ($3.23K), Guardian Capital LP ($3.10K), and Cresset Asset Management LLC ($2.00K).

Institutional investors have sold a total of 37,177 shares in the last 24 months. This volume of shares sold represents approximately $2.97M in transactions.


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This page (NYSEARCA:JXI) was last updated on 7/25/2026 by MarketBeat.com Staff.
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