ISHARES GLOBAL UTILITIES ETF (JXI) Top Institutional Shareholders
ISHARES GLOBAL UTILITIES ETF (JXI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $113.10M in JXI holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of JXI tracked by InsiderSet, reporting ownership valued at approximately $12.20M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $11.72M, representing an estimated loss of -3.95% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 71% of the total disclosed JXI value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Federation Des Caisses Desjardins Du Quebec, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in ISHARES GLOBAL UTILITIES ETF (JXI).
This page ranks the largest institutional JXI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
78
Total Reported Value
$113.10M
Largest Holder
Morgan Stanley
Largest Position
$12.20M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
90
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 141,301 | $12,199,939 | $11,718,092 | -$481,847 | -3.95% | |
| Federation Des Caisses Desjardins Du Quebec | 0.04% | 138,361 | $11,946,089 | $11,474,278 | -$471,811 | -3.95% | |
| Lpl Financial Llc | 0.00% | 131,392 | $11,344,415 | $10,896,339 | -$448,076 | -3.95% | |
| Cambria Investment Management, L.P. | 0.62% | 129,313 | $11,164,884 | $10,723,927 | -$440,957 | -3.95% | |
| Ameriprise Financial Inc | 0.00% | 112,984 | $9,755,011 | $9,369,763 | -$385,248 | -3.95% | |
| Barings Llc | 0.14% | 102,707 | $8,867,722 | $8,517,492 | -$350,230 | -3.95% | |
| Kestra Advisory Services, Llc | 0.02% | 51,605 | $4,455,598 | $4,279,603 | -$175,995 | -3.95% | |
| Raymond James Financial Inc | 0.00% | 51,544 | $4,450,343 | $4,274,544 | -$175,799 | -3.95% | |
| Ntv Asset Management Llc | 0.40% | 41,860 | $3,614,192 | $3,471,450 | -$142,742 | -3.95% | |
| Cetera Investment Advisers | 0.00% | 33,010 | $2,850,097 | $2,737,519 | -$112,578 | -3.95% | |
| Bank Of Nova Scotia | 0.00% | 30,880 | $2,666,179 | $2,560,878 | -$105,301 | -3.95% | |
| Guardian Capital Lp | 0.06% | 26,300 | $2,270,742 | $2,181,059 | -$89,683 | -3.95% | |
| Jane Street Group, Llc | 0.00% | 22,760 | $1,965,098 | $1,887,487 | -$77,611 | -3.95% | |
| Signature Estate & Investment Advisors Llc | 0.04% | 22,049 | $1,903,747 | $1,828,524 | -$75,223 | -3.95% | |
| Ubs Group Ag | 0.00% | 20,162 | $1,740,787 | $1,672,035 | -$68,752 | -3.95% | |
| Wells Fargo & Company/Mn | 0.00% | 19,948 | $1,722,308 | $1,654,288 | -$68,020 | -3.95% | |
| Bank Of America Corp | 0.00% | 18,937 | $1,635,026 | $1,570,445 | -$64,581 | -3.95% | |
| Royal Bank Of Canada | 0.00% | 16,303 | $1,408,000 | $1,352,008 | -$55,992 | -3.98% | |
| Cumberland Partners Ltd | 0.10% | 14,613 | $1,261,686 | $1,211,856 | -$49,830 | -3.95% | |
| Private Advisor Group, Llc | 0.01% | 12,931 | $1,116,421 | $1,072,368 | -$44,053 | -3.95% | |
| J. Safra Sarasin Holding Ag | 0.02% | 12,631 | $1,090,561 | $1,047,489 | -$43,072 | -3.95% | |
| Osaic Holdings, Inc. | 0.00% | 11,251 | $971,364 | $933,045 | -$38,319 | -3.94% | |
| Old Mission Capital Llc | 0.02% | 9,505 | $820,661 | $788,250 | -$32,411 | -3.95% | |
| Equitable Holdings, Inc. | 0.00% | 9,603 | $755,273 | $796,377 | +$41,104 | +5.44% | |
| Lom Asset Management Ltd | 0.21% | 8,438 | $728,537 | $699,763 | -$28,774 | -3.95% | |
| Nova Wealth Management, Inc. | 0.46% | 8,212 | $709,056 | $681,021 | -$28,035 | -3.95% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 8,025 | $692,839 | $665,513 | -$27,326 | -3.94% | |
| Beacon Pointe Advisors, Llc | 0.00% | 7,929 | $684,582 | $657,552 | -$27,030 | -3.95% | |
| Envestnet Asset Management Inc | 0.00% | 7,741 | $668,318 | $641,961 | -$26,357 | -3.94% | |
| Commonwealth Equity Services, Llc | 0.00% | 7,537 | $650,770 | $625,043 | -$25,727 | -3.95% | |
| Jones Financial Companies Lllp | 0.00% | 7,026 | $594,527 | $582,666 | -$11,861 | -2.00% | |
| Mwa Asset Management | 0.31% | 1,295 | $571,042 | $107,394 | -$463,648 | -81.19% | |
| Globalt Investments Llc / Ga | 0.02% | 5,721 | $493,951 | $474,443 | -$19,508 | -3.95% | |
| Eagle Strategies Llc | 0.06% | 5,370 | $463,646 | $445,334 | -$18,312 | -3.95% | |
| Mather Group, Llc. | 0.00% | 5,098 | $440,161 | $422,777 | -$17,384 | -3.95% | |
| Sava Infond D.O.O. | 0.06% | 4,600 | $397,164 | $381,478 | -$15,686 | -3.95% | |
| Sightline Wealth Advisors, Llc | 0.15% | 4,039 | $348,715 | $334,954 | -$13,761 | -3.95% | |
| Advisory Services Network, Llc | 0.00% | 3,963 | $342,122 | $328,652 | -$13,470 | -3.94% | |
| Creative Planning | 0.00% | 3,746 | $323,417 | $310,656 | -$12,761 | -3.95% | |
| Truist Financial Corp | 0.00% | 3,620 | $312,551 | $300,207 | -$12,344 | -3.95% | |
| Ieq Capital, Llc | 0.00% | 2,600 | $224,484 | $215,618 | -$8,866 | -3.95% | |
| Gladstone Institutional Advisory Llc | 0.01% | 2,599 | $224,464 | $215,535 | -$8,929 | -3.98% | |
| Milestone Asset Management Group, Llc | 0.12% | 2,444 | $211,014 | $202,681 | -$8,333 | -3.95% | |
| Sbi Securities Co., Ltd. | 0.01% | 2,368 | $204,453 | $196,378 | -$8,075 | -3.95% | |
| Strategic Investment Solutions, Inc. | 0.05% | 2,366 | $204,301 | $196,212 | -$8,089 | -3.96% | |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | 1,800 | $155,412 | $149,274 | -$6,138 | -3.95% | |
| Rockefeller Capital Management L.P. | 0.00% | 1,790 | $154,607 | $148,445 | -$6,162 | -3.99% | |
| Beacon Investment Advisory Services, Inc. | 0.01% | 1,600 | $138,144 | $132,688 | -$5,456 | -3.95% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 1,482 | $127,980 | $122,902 | -$5,078 | -3.97% | |
| Kayne Anderson Rudnick Investment Management Llc | 0.00% | 1,404 | $121,020 | $116,434 | -$4,586 | -3.79% |
Frequently asked questions about JXI
Who owns the most JXI stock?
The largest holders of JXI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES GLOBAL UTILITIES ETF (JXI).
Is JXI widely held by superinvestors?
Many widely followed stocks like JXI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly JXI is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.