iShares Global Financials ETF
IXG
171 hedge funds and large institutions have $424M invested in iShares Global Financials ETF in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 25 increasing their positions, 93 reducing their positions, and 65 closing their positions.
4.43% less ownership
Funds ownership: 58.43% → 54.01% (-4.4%)
21% less funds holding
Funds holding: 217 → 171 (-46)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
36% less capital invested
Capital invested by funds: $663M → $424M (-$239M)
68% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 65
73% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 93
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$10.8M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$4.77M |
| 3 |
GCA
Greenwood Capital Associates
Greenwood,
South Carolina
|
+$2.86M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$2.59M |
| 5 |
CI
CX Institutional
Auburn,
Indiana
|
+$1.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
D
Diversified
Wilmington,
Delaware
|
-$23.9M |
| 2 |
Jane Street
New York
|
-$17.8M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$10M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
-$9.85M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$7.05M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BWM
226
Baystate Wealth Management
Boston,
Massachusetts
| – | -$7K | -82 | Closed |
|
|
HIA
227
Harbor Investment Advisory
Lutherville,
Maryland
| – | -$6K | -79 | Closed |
|
228
Koshinski Asset Management
Decatur,
Illinois
| – | -$2.86K | -36 | Closed |
|
|
OLVIG
229
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| – | -$2.46K | -34 | -87% |
|
|
BHWM
230
Bay Harbor Wealth Management
Hunt Valley,
Maryland
| – | -$3K | -32 | Closed |
|
|
AWMS
231
Advocacy Wealth Management Services
Atlanta,
Georgia
| – | -$2K | -29 | Closed |
|
|
CFGS
232
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$1.66K | -23 | Closed |
|
|
AC
233
AlphaCore Capital
La Jolla,
California
| – | +$72 | +1 | New |
|
|
PMFA
234
Plante Moran Financial Advisors
Southfield,
Michigan
| – | +$72 | +1 | New |
|
IXG Hedge Fund Activity: Q2 2022 in Review
171 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q2 2022, worth a combined $424M — down 36% from $663M a quarter earlier.
Sellers outnumbered buyers: 65 funds closed out of IXG and 21 opened new positions — a net loss of 44 holders — while 93 trimmed existing stakes and 25 added.
The largest buyer was Goldman Sachs, opening a new position worth an estimated $10.8M. The largest seller was Diversified, exiting entirely with an estimated $23.9M sold.
- 171 institutional investors held iShares Global Financials ETF (IXG) as of Q2 2022, down from 217 in Q1 2022.
- Funds reported $424M of iShares Global Financials ETF stock for Q2 2022, down 36% quarter-over-quarter.
- 21 funds opened new iShares Global Financials ETF positions in Q2 2022 and 65 closed out, a net change of -44 holders.
- The largest iShares Global Financials ETF buyer in Q2 2022 was Goldman Sachs, an estimated $10.8M added.
- The largest iShares Global Financials ETF seller in Q2 2022 was Diversified, an estimated $23.9M sold.
Based on aggregated 13F filings for Q2 2022.