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iShares Global Financials ETF

217 hedge funds and large institutions have $663M invested in iShares Global Financials ETF in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 40 increasing their positions, 123 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

26.55% less ownership

Funds ownership: 84.98%58.43% (-27%)

29% less funds holding

Funds holding: 307217 (-90)

67% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 123

72% less capital invested

Capital invested by funds: $2.37B → $663M (-$1.7B)

74% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 113

Holders
217
Holders Change
-90
Holders Change %
-29.32%
% of All Funds
3.42%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
29
Increased
40
Reduced
123
Closed
113
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFA
226
High Falls Advisors
New York
-$5.83M -72,825 Closed
PFA
227
Pettinga Financial Advisors
Indiana
-$5.67M -70,767 Closed
WWG
228
West Wealth Group
California
-$5.59M -69,892 Closed
CIM
229
Cambria Investment Management
California
-$5.42M -67,758 Closed
SHJ
230
Sharkey, Howes & Javer
Colorado
-$5.19M -64,871 Closed
SW
231
SteelPeak Wealth
California
-$5.18M -64,730 Closed
IWP
232
Icon Wealth Partners
Texas
-$4.77M -59,597 Closed
HPC
233
Hobart Private Capital
North Carolina
-$4.66M -58,218 Closed
SFS
234
Security Financial Services
Indiana
-$3.94M -49,148 Closed
KFSC
235
Keystone Financial Services (Colorado)
Colorado
-$3.84M -47,941 Closed
TSA
236
Tri-Star Advisors
Texas
-$3.64M -42,952 Closed
HighTower Advisors
237
HighTower Advisors
Illinois
-$3.16M -39,787 Closed
CS
238
Comerica Securities
Michigan
-$3.04M -37,931 Closed
EH
239
Equitable Holdings
New York
-$2.98M -37,195 Closed
OWA
240
One Wealth Advisors
California
-$2.94M -36,769 Closed
OAP
241
One Advisory Partners
Kansas
-$2.8M -34,988 Closed
PWA
242
Physician Wealth Advisors
Utah
-$2.94M -34,973 Closed
BNP Paribas Financial Markets
243
BNP Paribas Financial Markets
France
-$2.8M -34,967 Closed
APW
244
Austin Private Wealth
Texas
-$2.78M -34,738 Closed
BCM
245
Brookstone Capital Management
Illinois
-$2.89M -34,432 Closed
SAMC
246
Spectrum Asset Management (California)
California
-$2.62M -32,763 Closed
T
247
TNF
Montana
-$2.77M -32,647 Closed
WMS
248
Wealth Management Solutions
Pennsylvania
-$2.46M -30,762 Closed
ASN
249
Advisory Services Network
Georgia
-$2.44M -30,455 Closed
SL
250
SWMG LLC
Texas
-$2.4M -29,915 Closed

IXG Hedge Fund Activity: Q1 2022 in Review

217 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q1 2022, worth a combined $663M — down 72% from $2.37B a quarter earlier.

Sellers outnumbered buyers: 113 funds closed out of IXG and 29 opened new positions — a net loss of 84 holders — while 123 trimmed existing stakes and 40 added.

The largest buyer was Jane Street, adding an estimated $37.9M. The largest seller was Envestnet Asset Management, cutting an estimated $612M.

  • 217 institutional investors held iShares Global Financials ETF (IXG) as of Q1 2022, down from 307 in Q4 2021.
  • Funds reported $663M of iShares Global Financials ETF stock for Q1 2022, down 72% quarter-over-quarter.
  • 29 funds opened new iShares Global Financials ETF positions in Q1 2022 and 113 closed out, a net change of -84 holders.
  • The largest iShares Global Financials ETF buyer in Q1 2022 was Jane Street, an estimated $37.9M added.
  • The largest iShares Global Financials ETF seller in Q1 2022 was Envestnet Asset Management, an estimated $612M sold.

Based on aggregated 13F filings for Q1 2022.