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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
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
-$1.32M -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

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.