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..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Mirae Asset Global Investments Co., Ltd. | Buy | +1,800 | — | 1,800 | $155.41K | Q1 2026 | Aug 12, 2026 |
| Wells Fargo & Company/Mn | Buy | +3,546 | +21.6% | 19,948 | $1.72M | Q1 2026 | Jul 08, 2026 |
| Western Wealth Management, Llc | Buy | +578 | — | 578 | $49.91K | Q1 2026 | May 19, 2026 |
| Bank Of America Corp | Sell | -5,913 | -23.8% | 18,937 | $1.64M | Q1 2026 | May 18, 2026 |
| Morgan Stanley | Buy | +32,594 | +30.0% | 141,301 | $12.20M | Q1 2026 | May 15, 2026 |
| Cambria Investment Management, L.P. | Buy | +13,067 | +11.2% | 129,313 | $11.16M | Q1 2026 | May 15, 2026 |
| Flow Traders U.S. Llc | Buy | +11,776 | — | 11,776 | $1.02M | Q1 2026 | May 15, 2026 |
| Old Mission Capital Llc | Buy | +9,505 | — | 9,505 | $820.66K | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Buy | +4,508 | +66.9% | 11,251 | $971.36K | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Sell | -3,164 | -16.3% | 16,303 | $1.41M | Q1 2026 | May 15, 2026 |
| Guardian Capital Lp | Sell | -2,300 | -8.0% | 26,300 | $2.27M | Q1 2026 | May 15, 2026 |
| Jones Financial Companies Lllp | Buy | +1,376 | +24.4% | 7,026 | $594.53K | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, Llc | Sell | -724 | -8.4% | 7,929 | $684.58K | Q1 2026 | May 15, 2026 |
| Allworth Financial Lp | Buy | +582 | +204.2% | 867 | $74.86K | Q1 2026 | May 15, 2026 |
| Advisory Services Network, Llc | Sell | -225 | -5.4% | 3,963 | $342.12K | Q1 2026 | May 15, 2026 |
| National Bank Of Canada | Buy | +203 | +203.0% | 303 | $26.16K | Q1 2026 | May 15, 2026 |
| Milestone Asset Management Group, Llc | Sell | -188 | -7.1% | 2,444 | $211.01K | Q1 2026 | May 15, 2026 |
| Harbour Investments, Inc. | Buy | +176 | — | 176 | $15.20K | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | Buy | +47 | +0.5% | 9,603 | $755.27K | Q1 2026 | May 15, 2026 |
| Globalt Investments Llc / Ga | Sell | -32 | -0.6% | 5,721 | $493.95K | Q1 2026 | May 15, 2026 |
| Fmr Llc | Buy | +6 | +0.5% | 1,228 | $106.03K | Q1 2026 | May 15, 2026 |
| Federation Des Caisses Desjardins Du Quebec | Buy | +135,906 | +5535.9% | 138,361 | $11.95M | Q1 2026 | May 14, 2026 |
| Raymond James Financial Inc | Buy | +21,947 | +74.2% | 51,544 | $4.45M | Q1 2026 | May 14, 2026 |
| Cumberland Partners Ltd | Buy | +14,613 | — | 14,613 | $1.26M | Q1 2026 | May 14, 2026 |
| Gladstone Institutional Advisory Llc | Buy | +2,599 | — | 2,599 | $224.46K | Q1 2026 | May 14, 2026 |
| Bank Of Nova Scotia | Buy | +1,000 | +3.3% | 30,880 | $2.67M | Q1 2026 | May 14, 2026 |
| Solstein Capital, Llc | Buy | +460 | — | 460 | $39.72K | Q1 2026 | May 14, 2026 |
| Capital Analysts, Llc | Buy | +220 | — | 220 | $19.00K | Q1 2026 | May 14, 2026 |
| Simplex Trading, Llc | Buy | +8 | — | 8 | $690.00 | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | Sell | -470 | -1.4% | 33,010 | $2.85M | Q1 2026 | May 13, 2026 |
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.