ISHARES GLOBAL UTILITIES ETF (JXI) Institutional Ownership Changes & 13F Activity

ISHARES GLOBAL UTILITIES ETF (JXI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Federation Des Caisses Desjardins Du Quebec, Morgan Stanley, Raymond James Financial Inc, Cumberland Partners Ltd, and Cambria Investment Management, L.P..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Mirae Asset Global Investments Co., Ltd.Buy+1,800—1,800$155.41KQ1 2026Aug 12, 2026
Wells Fargo & Company/MnBuy+3,546+21.6%19,948$1.72MQ1 2026Jul 08, 2026
Western Wealth Management, LlcBuy+578—578$49.91KQ1 2026May 19, 2026
Bank Of America CorpSell-5,913-23.8%18,937$1.64MQ1 2026May 18, 2026
Morgan StanleyBuy+32,594+30.0%141,301$12.20MQ1 2026May 15, 2026
Cambria Investment Management, L.P.Buy+13,067+11.2%129,313$11.16MQ1 2026May 15, 2026
Flow Traders U.S. LlcBuy+11,776—11,776$1.02MQ1 2026May 15, 2026
Old Mission Capital LlcBuy+9,505—9,505$820.66KQ1 2026May 15, 2026
Osaic Holdings, Inc.Buy+4,508+66.9%11,251$971.36KQ1 2026May 15, 2026
Royal Bank Of CanadaSell-3,164-16.3%16,303$1.41MQ1 2026May 15, 2026
Guardian Capital LpSell-2,300-8.0%26,300$2.27MQ1 2026May 15, 2026
Jones Financial Companies LllpBuy+1,376+24.4%7,026$594.53KQ1 2026May 15, 2026
Beacon Pointe Advisors, LlcSell-724-8.4%7,929$684.58KQ1 2026May 15, 2026
Allworth Financial LpBuy+582+204.2%867$74.86KQ1 2026May 15, 2026
Advisory Services Network, LlcSell-225-5.4%3,963$342.12KQ1 2026May 15, 2026
National Bank Of CanadaBuy+203+203.0%303$26.16KQ1 2026May 15, 2026
Milestone Asset Management Group, LlcSell-188-7.1%2,444$211.01KQ1 2026May 15, 2026
Harbour Investments, Inc.Buy+176—176$15.20KQ1 2026May 15, 2026
Equitable Holdings, Inc.Buy+47+0.5%9,603$755.27KQ1 2026May 15, 2026
Globalt Investments Llc / GaSell-32-0.6%5,721$493.95KQ1 2026May 15, 2026
Fmr LlcBuy+6+0.5%1,228$106.03KQ1 2026May 15, 2026
Federation Des Caisses Desjardins Du QuebecBuy+135,906+5535.9%138,361$11.95MQ1 2026May 14, 2026
Raymond James Financial IncBuy+21,947+74.2%51,544$4.45MQ1 2026May 14, 2026
Cumberland Partners LtdBuy+14,613—14,613$1.26MQ1 2026May 14, 2026
Gladstone Institutional Advisory LlcBuy+2,599—2,599$224.46KQ1 2026May 14, 2026
Bank Of Nova ScotiaBuy+1,000+3.3%30,880$2.67MQ1 2026May 14, 2026
Solstein Capital, LlcBuy+460—460$39.72KQ1 2026May 14, 2026
Capital Analysts, LlcBuy+220—220$19.00KQ1 2026May 14, 2026
Simplex Trading, LlcBuy+8—8$690.00Q1 2026May 14, 2026
Cetera Investment AdvisersSell-470-1.4%33,010$2.85MQ1 2026May 13, 2026
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Frequently asked questions about JXI activity

  • Which institutional owners are buying JXI?

    Institutional owners buying JXI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in JXI activity?

    "Buy" means an investor increased their reported position in JXI compared to the prior reporting period. This reflects growing exposure to ISHARES GLOBAL UTILITIES ETF (JXI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in JXI increasing?

    Institutional interest in JXI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

JXI Institutional Ownership Changes and 13F Activity Q1 2026 | InsiderSet