iShares Global Utilities ETFJXIETF
13F holders, Q1 2025 (March 31)55holders +3
9new positions
5sold out
$69.09avg. 13F price*
At the end of Q1 2025, 55 institutions reported holding iShares Global Utilities ETF (JXI) in their 13F filings, up 3 from Q4 2024. 9 opened new positions and 5 sold out. The largest holders were Cambria Investment Management, L.P. ($8.7M), Morgan Stanley ($5.6M) and LPL Financial LLC ($2.6M).
- Company
- iShares Global Utilities ETF
- CUSIP
- 464288711
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $5.6M |
| Exits | 5 | $1.2M |
All 13F filers, Q4 2024 → Q1 2025: 92,145 shares bought and 155,409 shares sold, net −63,264 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 55 holders
| Cambria Investment Management, L.P. | 0.61% | Add +0.6% | 126,557 | $8.7M |
| Morgan Stanley | 0.00% | Reduce -17.1% | 81,569 | $5.6M |
| LPL Financial LLC | 0.00% | Reduce -8.9% | 38,329 | $2.6M |
| Ameriprise Financial Inc. | 0.00% | Add +10.9% | 31,758 | $2.2M |
| Guardian Capital LP | 0.08% | New | 30,200 | $2.1M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -2.4% | 26,995 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Reduce -30.7% | 25,831 | $1.8M |
| Royal Bank of Canada | 0.00% | Reduce -9.1% | 23,072 | $1.6M |
| Raymond James Financial Inc. | 0.00% | New | 22,994 | $1.6M |
| Signature Estate & Investment Advisors LLC | 0.04% | Reduce -1.3% | 22,892 | $1.6M |
| Bank of America Corp. | 0.00% | Reduce -4.5% | 20,387 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -72.0% | 17,451 | $1.2M |
| UBS Group AG | 0.00% | Reduce -72.2% | 16,447 | $1.1M |
| Jane Street Group, LLC | 0.00% | New | 12,231 | $845K |
| Truist Financial Corp. | 0.00% | Add +39.3% | 11,128 | $769K |
| Wells Fargo & Company | 0.00% | Add +2.1% | 11,006 | $760K |
| Cetera Investment Advisers | 0.00% | Reduce -1.4% | 9,849 | $680K |
| Family Firm, Inc. | 0.15% | Add +0.0% | 9,460 | $654K |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.6% | 8,947 | $618K |
| Clearstead Advisors, LLC | 0.01% | New | 8,100 | $560K |
| GLOBALT Investments LLC / GA | 0.02% | Reduce -9.6% | 6,957 | $481K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.9% | 6,765 | $467K |
| Cresset Asset Management, LLC | 0.00% | Reduce -21.3% | 6,194 | $428K |
| Goldman Sachs Group Inc. | 0.00% | No change | 5,000 | $345K |
| Marshall Wace, LLP | 0.00% | New | 4,754 | $328K |
| Advisory Services Network, LLC | 0.01% | Reduce -30.0% | 3,996 | $276K |
| NTV Asset Management LLC | 0.04% | Reduce -7.1% | 3,900 | $269K |
| Osaic Holdings, Inc. | 0.00% | Reduce -67.5% | 3,822 | $264K |
| Creative Planning | 0.00% | New | 3,000 | $207K |
| Bessemer Group Inc. | 0.00% | No change | 2,542 | $176K |
| Nova Wealth Management, Inc. | 0.15% | Add +257.0% | 2,538 | $175K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 2,455 | $170K |
| Strategic Investment Solutions, Inc. | 0.05% | No change | 2,264 | $156K |
| SBI Securities Co., Ltd. | 0.01% | Add +5.8% | 2,178 | $150K |
| Jones Financial Companies LLLP | 0.00% | Add +97.2% | 1,964 | $135K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 1,457 | $101K |
| Bangor Savings Bank | 0.01% | Reduce -14.8% | 1,150 | $79K |
| Anchor Investment Management, LLC | 0.01% | Reduce -1.8% | 1,100 | $76K |
| FMR LLC | 0.00% | Reduce -14.5% | 858 | $59K |
| NFSG Corp | 0.01% | No change | 750 | $52K |
| Comerica Bank | 0.00% | No change | 698 | $48K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 628 | $43K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 613 | $42K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 567 | $39K |
| NewEdge Advisors, LLC | 0.00% | No change | 514 | $36K |
| Front Row Advisors LLC | 0.01% | No change | 347 | $24K |
| Cwm, LLC | 0.00% | No change | 315 | $22K |
| Allworth Financial LP | 0.00% | New | 285 | $20K |
| Addison Advisors LLC | 0.01% | Reduce -15.6% | 286 | $20K |
| Fifth Third Bancorp | 0.00% | No change | 281 | $19K |
| GAMMA Investing LLC | 0.00% | Reduce -66.0% | 237 | $16K |
| CX Institutional | 0.00% | New | 120 | $8K |
| National Bank of Canada | 0.00% | No change | 100 | $7K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 12 | $829 |
| Creekmur Asset Management LLC | 0.00% | No change | 1 | $62 |
"% of holder's portfolio" is JXI's weight in each manager's 13F, not the share of iShares Global Utilities ETF the manager owns.