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iShares Global Financials ETF
IXG

Overview Fund Activity

263 hedge funds and large institutions have $2.59B invested in iShares Global Financials ETF in 2021 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 97 increasing their positions, 112 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
+16
Holders Change %
+6.48%
% of All Funds
4.62%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
37
Increased
97
Reduced
112
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$239M
2
MPW
MA Private Wealth
California
$9.97M
3
CIAS
CFS Investment Advisory Services
New Jersey
$9.71M
4
UBS Group
UBS Group
Switzerland
$19.1M
5
Ameriprise
Ameriprise
Minnesota
$30.6M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$782M
2
AssetMark Inc
AssetMark Inc
California
$17K
3
KFS
Kelly Financial Services
Massachusetts
$233K
4
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
$17.1M
5
BlackRock
BlackRock
New York
$155M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
226
Bank of Montreal
Ontario, Canada
$97K +$37K +463 +62%
PNC Financial Services Group
227
PNC Financial Services Group
Pennsylvania
$79K +$71.6K +909 +967%
FFA
228
Founders Financial Alliance
North Carolina
$61K +$22K +283 +57%
MPWT
229
MassMutual Private Wealth & Trust
Connecticut
$46K +$20.6K +265 +81%
NFSG
230
Newbridge Financial Services Group
Florida
$38K +$38K +487 New
FA
231
Fortis Advisors
Pennsylvania
$37K +$158 +2 +0.4%
FWP
232
FAS Wealth Partners
Kansas
$33K +$33K +423 New
William Blair & Company
233
William Blair & Company
Illinois
$30K -$5.51K -70 -16%
IFAM
234
Institutional & Family Asset Management
Colorado
$29K +$6.54K +83 +29%
AWM
235
Avior Wealth Management
Nebraska
$28K +$27.7K +358 +8,950%
ED
236
Exane Derivatives
France
$27.1K – – –
SL
237
Savior LLC
Massachusetts
$24K -$8.41K -109 -26%
AWA
238
Arkadios Wealth Advisors
Georgia
$22K +$2.03K +27 +10%
BMD
239
Better Money Decisions
New Mexico
$20K +$4K +50 +25%
PA
240
Parallel Advisors
California
$19K – – –
AssetMark Inc
241
AssetMark Inc
California
$17K -$24.7M -315,333 -100%
US Bancorp
242
US Bancorp
Minnesota
$16K +$16K +203 New
CWC
243
Carolinas Wealth Consulting
North Carolina
$14K +$76 +1 +0.5%
GI
244
Gradient Investments
Minnesota
$13K +$13K +168 New
S
245
SignatureFD
Georgia
$12K -$231 -3 -2%
AW
246
Avion Wealth
Texas
$12K – – –
Fidelity Investments
247
Fidelity Investments
Massachusetts
$11K +$2.57K +32 +30%
Optiver Holding
248
Optiver Holding
Netherlands
$10K +$10K +133 New
GWM
249
Geneos Wealth Management
Colorado
$9K – – –
LAS
250
Lloyd Advisory Services
Georgia
$9K +$7.78K +96 +640%
8 9
10
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