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iShares Global Financials ETF
IXG

Overview Fund Activity

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
Holders
217
Holders Change
-90
Holders Change %
-29.32%
% of All Funds
3.43%
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
–

Top Buyers

1
Jane Street
Jane Street
New York
$39.6M
2
HSBC Holdings
HSBC Holdings
United Kingdom
$11.6M
3
Millennium Management
Millennium Management
New York
$5.15M
4
Citadel Advisors
Citadel Advisors
Florida
$6.06M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$4.86M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$15.6M
2
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$782K
3
BlackRock
BlackRock
New York
$1.34M
4
LPL Financial
LPL Financial
California
$9.4M
5
Morgan Stanley
Morgan Stanley
New York
$34.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
4WM
251
4J Wealth Management
Virginia
– -$1.89M -23,550 Closed
WA
252
Wealth Alliance
New York
– -$1.69M -21,112 Closed
BFA
253
BMS Financial Advisors
South Dakota
– -$1.67M -20,879 Closed
WP
254
WealthShield Partners
North Carolina
– -$1.67M -20,873 Closed
SXL
255
Summit X LLC
Missouri
– -$1.63M -20,381 Closed
TF
256
Trek Financial
Arizona
– -$1.6M -20,031 Closed
CWG
257
Crown Wealth Group
North Carolina
– -$1.6M -19,932 Closed
I
258
INVST
Indiana
– -$1.5M -18,755 Closed
AR
259
Apeiron RIA
Texas
– -$1.46M -18,211 Closed
FWP
260
Firethorn Wealth Partners
Georgia
– -$1.44M -18,033 Closed
SPAS
261
Spectrum Planning & Advisory Services
California
– -$1.41M -17,600 Closed
RIA
262
Regal Investment Advisors
Michigan
– -$1.33M -16,556 Closed
NL
263
NWAM LLC
Washington
– -$1.17M -14,553 Closed
SWM
264
SigFig Wealth Management
California
– -$1.14M -14,493 Closed
AWE
265
Avidian Wealth Enterprises
Texas
– -$1.08M -13,488 Closed
MGWM
266
Marks Group Wealth Management
Minnesota
– -$1.06M -13,262 Closed
KWM
267
Keebeck Wealth Management
Illinois
– -$1.05M -13,151 Closed
AWM
268
Apollon Wealth Management
South Carolina
– -$1.01M -12,643 Closed
PWMG
269
Provence Wealth Management Group
California
– -$996K -12,439 Closed
OPS
270
Orion Portfolio Solutions
Nebraska
– -$990K -12,365 Closed
RSWM
271
Robertson Stephens Wealth Management
California
– -$984K -12,293 Closed
MYIA
272
Mount Yale Investment Advisors
Colorado
– -$953K -11,901 Closed
Baird Financial Group
273
Baird Financial Group
Wisconsin
– -$921K -11,510 Closed
CAM
274
Concorde Asset Management
Michigan
– -$856K -10,686 Closed
NW
275
NewEdge Wealth
Pennsylvania
– -$755K -9,431 Closed
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