iShares Global Utilities ETF (JXI) Institutional Ownership

$64.71
+0.98 (+1.54%)
(As of 04:27 PM ET)

Institutional Ownership Changes (13F Filings) for iShares Global Utilities ETF (NYSEARCA:JXI)

Number of
Institutional Buyers
(last 12 months)
11
Total
Institutional Inflows
(last 12 months)
$1.57M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$1.20M
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JXI Institutional Buying and Selling by Quarter

iShares Global Utilities ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/13/2024 Bessemer Group Inc.2,542$150K0.0%-59.2%0.121%
5/8/2024 Avantax Advisory Services Inc.27,986$1.65M0.0%-1.7%1.365%
5/1/2024 GLOBALT Investments LLC GA8,975$530K0.0%-5.8%0.438%
3/1/2024Creekmur Asset Management LLC1,215$71K0.0%N/A0.052%
2/20/2024 GLOBALT Investments LLC GA9,530$557K0.0%N/A0.406%
2/9/2024 Advisory Services Network LLC6,760$395K0.0%-17.4%0.288%
2/9/2024Gladstone Institutional Advisory LLC4,022$235K0.0%-16.2%0.171%
2/7/2024 Avantax Advisory Services Inc.28,471$1.66M0.0%-2.9%1.212%
2/6/2024 Ifrah Financial Services Inc.8,162$477K0.1%-4.8%0.347%
2/2/2024 Truist Financial Corp8,949$523K0.0%-6.1%0.381%
1/31/2024 Slow Capital Inc.8,419$492K0.1%-18.4%0.358%
1/19/2024 Fifth Third Bancorp562$33K0.0%-50.1%0.024%
1/12/2024 Cedar Brook Financial Partners LLC23,780$1.38M0.3%+13.2%1.012%
1/2/2024Anchor Investment Management LLC1,120$65K0.0%N/A0.048%
11/14/2023Synovus Financial Corp12,882$695K0.0%-1.3%0.548%
11/8/2023 Janney Montgomery Scott LLC4,580$247K0.0%-5.4%0.195%
11/7/2023 Addison Advisors LLC754$41K0.0%-21.0%0.032%
10/23/2023Commonwealth Equity Services LLC9,500$513K0.0%+10.8%0.404%
10/20/2023 Slow Capital Inc.10,322$557K0.1%-15.5%0.439%
10/20/2023 Family Firm Inc.7,595$410K0.1%+19.0%0.323%
8/10/2023Cetera Investment Advisers5,468$327K0.0%-49.7%0.233%
8/8/2023Synovus Financial Corp13,058$781K0.0%-7.1%0.556%
8/8/2023 Knuff & Co LLC1,875$112K0.0%N/A0.080%
8/1/2023 Truist Financial Corp10,431$624K0.0%+5.9%0.444%
7/31/2023 LPL Financial LLC27,421$1.64M0.0%+1.4%1.167%
7/26/2023 Janney Montgomery Scott LLC4,843$290K0.0%-7.1%0.215%
7/13/2023 Cambridge Investment Research Advisors Inc.3,842$230K0.0%N/A0.171%
7/5/2023 Cedar Brook Financial Partners LLC21,011$1.26M0.3%+2.1%0.934%
5/16/2023Strategic Investment Solutions Inc. IL2,930$177K0.0%N/A0.130%
5/11/2023Synovus Financial Corp14,058$850K0.0%-6.0%0.625%
5/10/2023 Bessemer Group Inc.2,542$154K0.0%-84.4%0.113%
5/10/2023Pictet Asset Management SA4,650$281K0.0%-94.8%0.207%
5/5/2023 Truist Financial Corp9,849$595K0.0%+11.3%0.438%
5/5/2023 Wilbanks Smith & Thomas Asset Management LLC4,954$299K0.0%-84.4%0.220%
5/5/2023 Ifrah Financial Services Inc.8,508$514K0.2%-45.5%0.378%
4/28/2023 Avantax Advisory Services Inc.29,569$1.79M0.0%-1.0%1.314%
4/26/2023 Slow Capital Inc.10,431$630K0.1%-4.3%0.464%
4/4/2023 Cedar Brook Financial Partners LLC20,585$1.24M0.4%+1.8%0.858%
3/6/2023OLD Mission Capital LLC40,228$2.42M0.1%N/A1.676%
2/13/2023 Bessemer Group Inc.16,317$981K0.0%+356.2%0.680%
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2/13/2023Tcwp LLC3,768$227K0.0%N/A0.157%
2/8/2023 UBS Group AG34,328$2.07M0.0%+16.3%1.430%
2/8/2023 Cambridge Investment Research Advisors Inc.3,332$200K0.0%N/A0.139%
2/7/2023 Addison Advisors LLC1,104$66K0.0%-23.9%0.046%
2/1/2023 Cedar Brook Financial Partners LLC20,225$1.22M0.3%+2.2%0.843%
11/14/2022Maryland Capital Management20,424$1.12M0.1%+2.6%0.834%
11/14/2022Pictet Asset Management SA300,446$16.45M0.0%-38.9%12.263%
11/9/2022 Bessemer Group Inc.3,577$196K0.0%-41.4%0.146%
11/7/2022 Ifrah Financial Services Inc.15,714$861K0.3%-9.5%0.641%
11/7/2022 NTV Asset Management LLC4,700$257K0.1%-4.1%0.192%
11/2/2022 Avantax Advisory Services Inc.29,482$1.61M0.0%+3.4%1.203%
10/27/2022 Slow Capital Inc.11,406$625K0.1%+22.2%0.466%
10/27/2022Synovus Financial Corp15,088$826K0.0%-2.3%0.616%
8/15/2022 Atria Wealth Solutions Inc.5,292$318K0.0%+61.3%0.186%
8/11/2022Cetera Investment Advisers5,426$326K0.0%-4.0%0.190%
8/11/2022Maryland Capital Management19,898$1.20M0.1%N/A0.698%
8/10/2022Synovus Financial Corp15,451$928K0.0%+3.0%0.542%
8/9/2022Pictet Asset Management SA491,928$29.57M0.0%+0.8%17.261%
8/8/2022 Banque Pictet & Cie SA52,250$3.14M0.1%-11.9%1.833%
8/8/2022 Banque Pictet & Cie SA52,250$3.14M0.1%-11.9%1.833%
8/5/2022 Ifrah Financial Services Inc.17,365$1.04M0.3%-1.0%0.609%
8/4/2022 Fifth Third Bancorp1,178$71K0.0%-32.5%0.041%
8/2/2022 Avantax Advisory Services Inc.28,506$1.71M0.0%+2.7%1.000%
7/27/2022Cambria Investment Management L.P.119,630$7.19M0.9%N/A3.922%
7/22/2022 Truist Financial Corp8,709$524K0.0%+88.4%0.286%
7/19/2022Commonwealth Equity Services LLC10,068$605K0.0%-2.8%0.330%
7/13/2022 Cambridge Investment Research Advisors Inc.54,165$3.26M0.0%+1,571.8%1.776%
5/10/2022Tcwp LLC1,710$112K0.0%N/A0.057%
5/5/2022 Wilbanks Smith & Thomas Asset Management LLC35,878$2.26M0.1%+11.2%1.196%
5/4/2022 Janney Montgomery Scott LLC5,348$352K0.0%-3.6%0.178%
5/4/2022 Advisor Group Holdings Inc.9,095$598K0.0%+1.9%0.303%
5/4/2022 Banque Pictet & Cie SA59,300$3.90M0.0%+23.4%1.977%
5/3/2022 Cookson Peirce & Co. Inc.3,352$221K0.0%N/A0.112%
5/3/2022 Ifrah Financial Services Inc.17,542$1.16M0.3%-19.0%0.585%
5/2/2022 Slow Capital Inc.9,442$622K0.1%-3.8%0.315%
4/29/2022 Addison Advisors LLC1,350$89K0.0%+43.0%0.045%
4/27/2022 Avantax Advisory Services Inc.27,747$1.83M0.0%+5.5%0.925%
2/15/2022Synovus Financial Corp15,147$982K0.0%+2.8%0.551%
2/10/2022Pictet Asset Management SA260,250$16.84M0.0%N/A9.464%
2/8/2022 Wilbanks Smith & Thomas Asset Management LLC32,274$2.09M0.1%+8.2%1.174%
2/4/2022 NTV Asset Management LLC4,900$317K0.1%-7.5%0.178%
2/4/2022 Envestnet Asset Management Inc.6,072$393K0.0%+10.2%0.221%
2/3/2022 Cambridge Investment Research Advisors Inc.62,050$4.02M0.0%N/A2.256%
2/3/2022 Advisor Group Holdings Inc.8,923$577K0.0%+5.4%0.324%
2/2/2022 Banque Pictet & Cie SA48,050$3.11M0.0%N/A1.747%
2/1/2022Merriman Wealth Management LLC15,000$971K0.1%N/A0.545%
1/31/2022 Addison Advisors LLC944$61K0.0%+303.4%0.034%
1/27/2022 Cedar Brook Financial Partners LLC19,153$1.24M0.3%+14.0%0.723%
1/27/2022 Janney Montgomery Scott LLC5,548$359K0.0%-4.7%0.209%
1/24/2022 Avantax Advisory Services Inc.26,292$1.70M0.0%+5.2%0.992%
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1/20/2022 Parallel Advisors LLC1,100$71K0.0%-50.0%0.042%
11/16/2021Jane Street Group LLC78,133$4.60M0.0%-11.5%3.125%
11/16/2021United Capital Financial Advisers LLC25,006$1.47M0.0%+4.2%1.000%
11/16/2021 LPL Financial LLC30,108$1.77M0.0%+7.6%1.204%
11/15/2021Flow Traders U.S. LLC5,062$298K0.0%-3.2%0.202%
11/10/2021Goldman Sachs Group Inc.23,085$1.36M0.0%N/A0.923%
11/10/2021 NTV Asset Management LLC5,300$312K0.1%-11.7%0.212%
11/9/2021Barclays PLC23,022$1.36M0.0%N/A0.921%
11/5/2021 Truist Financial Corp4,289$252K0.0%N/A0.172%
11/5/2021 Advisor Group Holdings Inc.8,464$498K0.0%-2.2%0.339%
(Data available from 1/1/2016 forward)

JXI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of JXI shares?

During the previous two years, 32 institutional investors and hedge funds held shares of iShares Global Utilities ETF. The most heavily invested institutionals were Cambria Investment Management L.P. ($7.19M), Banque Pictet & Cie SA ($3.14M), OLD Mission Capital LLC ($2.42M), UBS Group AG ($2.07M), Avantax Advisory Services Inc. ($1.65M), LPL Financial LLC ($1.64M), and Cedar Brook Financial Partners LLC ($1.38M).Learn more on JXI's institutional investors.

Which institutional investors have been buying iShares Global Utilities ETF stock?

Of the 22 institutional investors that purchased iShares Global Utilities ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cambria Investment Management L.P. ($119.63K), Cambridge Investment Research Advisors Inc. ($58.10K), OLD Mission Capital LLC ($40.23K), Maryland Capital Management ($20.42K), Bessemer Group Inc. ($12.74K), GLOBALT Investments LLC GA ($9.53K), and Truist Financial Corp ($5.67K).

How much institutional buying is happening at iShares Global Utilities ETF?

Institutional investors have bought a total of 298,747 shares in the last 24 months. This purchase volume represents approximately $17.90M in transactions.

Which iShares Global Utilities ETF major shareholders have been selling company stock?

Of the 18 institutional investors that sold iShares Global Utilities ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Pictet Asset Management SA ($275.95K), Wilbanks Smith & Thomas Asset Management LLC ($26.88K), Bessemer Group Inc. ($20.00K), Banque Pictet & Cie SA ($14.10K), Ifrah Financial Services Inc. ($9.33K), Cetera Investment Advisers ($5.64K), and Slow Capital Inc. ($4.27K).

How much institutional selling is happening at iShares Global Utilities ETF?

Institutional investors have sold a total of 366,389 shares in the last 24 months. This volume of shares sold represents approximately $20.98M in transactions.


This page (NYSEARCA:JXI) was last updated on 5/15/2024 by MarketBeat.com Staff

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