
iShares Global Utilities is an exchange-traded fund on ARCA. As of Q3 2025, 64 institutional investors hold shares in this ETF, with total holdings valued at $62.1M. Cambria Investment Management, L.P. is the largest holder with a position valued at $9.1M.
Overview of institutional ownership in JXI as of Q3 2025
Institutions with the largest positions in JXI as of Q3 2025
| Institution | Position Value |
|---|---|
Cambria Investment Management, L.P. ETF Provider | $9.1M 0.53% of portfolio |
BABSON CAPITAL MANAGEMENT LLC Insurance Manager | $8.0M 0.16% of portfolio |
MORGAN STANLEY RIA/Wealth | $6.9M 0.00% of portfolio |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $4.1M 0.01% of portfolio |
L LPL Financial LLC Institution | $3.3M 0.00% of portfolio |
Cetera Investment Advisers RIA/Wealth | $2.6M 0.00% of portfolio |
GUARDIAN CAPITAL LP Long Only Manager | $2.3M 0.07% of portfolio |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $2.2M 0.00% of portfolio |
AMERIPRISE FINANCIAL INC Institution | $2.1M 0.00% of portfolio |
BANK OF AMERICA CORP /DE/ Institution | $1.8M 0.00% of portfolio |
Institutional buying and selling activity for JXI in Q3 2025
| Institution | Net Bought |
|---|---|
BABSON CAPITAL MANAGEMENT LLC Insurance Manager | +$8.0M +102.7K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$2.9M +37.5K shares |
Cetera Investment Advisers RIA/Wealth | +$1.8M +22.8K shares |
NAPA WEALTH MANAGEMENT RIA/Wealth | +$1.1M +13.6K shares |
J JANE STREET GROUP, LLC Institution | +$721.3K +9.3K shares |
+$562.7K +7.2K shares | |
Eagle Strategies LLC RIA/Wealth | +$407.1K +5.2K shares |
F FLOW TRADERS U.S. LLC Institution | +$307.5K +4.0K shares |
M Milestone Asset Management Group, LLC RIA/Wealth | +$213.5K +2.8K shares |
BANK OF AMERICA CORP /DE/ Institution | +$205.8K +2.7K shares |
| Institution | Net Sold |
|---|---|
Kestra Advisory Services, LLC RIA/Wealth | −$3.2M −40.6K shares |
Financial Services Advisory Inc RIA/Wealth | −$782.0K −10.6K shares |
Hartland & Co., LLC RIA/Wealth | −$448.8K −5.8K shares |
MORGAN STANLEY RIA/Wealth | −$383.6K −4.9K shares |
GOLDMAN SACHS GROUP INC Institution | −$368.9K −5.0K shares |
AMERIPRISE FINANCIAL INC Institution | −$332.1K −4.3K shares |
Gladstone Institutional Advisory LLC RIA/Wealth | −$287.3K −3.9K shares |
GUARDIAN CAPITAL LP Long Only Manager | −$163.1K −2.1K shares |
R ROYAL BANK OF CANADA Institution | −$150.0K −1.9K shares |
−$142.0K −1.8K shares |
Institutions that initiated new positions or completely exited JXI in Q3 2025
| Institution | Position Value |
|---|---|
BABSON CAPITAL MANAGEMENT LLC Insurance Manager | $8.0M 102.7K shares |
NAPA WEALTH MANAGEMENT RIA/Wealth | $1.1M 13.6K shares |
Eagle Strategies LLC RIA/Wealth | $407.1K 5.2K shares |
M Milestone Asset Management Group, LLC RIA/Wealth | $213.5K 2.8K shares |
IEQ CAPITAL, LLC RIA/Wealth | $201.9K 2.6K shares |
Capital Analysts, Inc. RIA/Wealth | $17.1K 220.0 shares |
VALLEY NATIONAL ADVISERS INC RIA/Wealth | $1.0K 13.0 shares |
| Institution | Previous Position |
|---|---|
Financial Services Advisory Inc RIA/Wealth | $782.0K 10.6K shares |
GOLDMAN SACHS GROUP INC Institution | $368.9K 5.0K shares |
Gladstone Institutional Advisory LLC RIA/Wealth | $287.3K 3.9K shares |
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. Private Equity | $31.4K 425.0 shares |
Institutions with the largest Call and Put options positions in JXI as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with JXI as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
NAPA WEALTH MANAGEMENT RIA/Wealth | 0.55% $1.1M |
Cambria Investment Management, L.P. ETF Provider | 0.53% $9.1M |
Nova Wealth Management, Inc. RIA/Wealth | 0.23% $330.2K |
BABSON CAPITAL MANAGEMENT LLC Insurance Manager | 0.16% $8.0M |
M Milestone Asset Management Group, LLC RIA/Wealth | 0.14% $213.5K |
GUARDIAN CAPITAL LP Long Only Manager | 0.07% $2.3M |
Eagle Strategies LLC RIA/Wealth | 0.05% $407.1K |
Strategic Investment Solutions, Inc. /IL RIA/Wealth | 0.05% $183.7K |
0.04% $1.7M | |
NTV ASSET MANAGEMENT LLC RIA/Wealth | 0.03% $302.9K |
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