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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
FHA
276
First Horizon Advisors
Tennessee
-$747K -9,335 Closed
BAM
277
Belpointe Asset Management
Nevada
-$673K -8,408 Closed
TLFA
278
True Link Financial Advisors
California
-$662K -8,274 Closed
MWM
279
Maripau Wealth Management
Indiana
-$697K -8,204 Closed
WAL
280
W Advisors LLC
Tennessee
-$654K -8,162 Closed
PPP
281
Private Portfolio Partners
New Jersey
-$581K -7,253 Closed
LF
282
Lantz Financial
Illinois
-$559K -6,987 Closed
CFG
283
Cooper Financial Group
California
-$521K -6,505 Closed
BCI
284
Brinker Capital Investments
Pennsylvania
-$507K -6,332 Closed
TPWA
285
TRUE Private Wealth Advisors
Oregon
-$471K -5,892 Closed
T
286
TRUADVICE
Florida
-$471K -5,560 Closed
PA
287
PFG Advisors
Arizona
-$425K -5,304 Closed
WIA
288
World Investment Advisors
California
-$429K -5,056 Closed
SCFS
289
S.C. Financial Services
Arizona
-$395K -4,634 Closed
QPWM
290
Quadrant Private Wealth Management
Pennsylvania
-$360K -4,499 Closed
BFEC
291
Benjamin F. Edwards & Company
Missouri
-$316K -3,943 Closed
WP
292
WealthPLAN Partners
Nebraska
-$311K -3,818 Closed
JSW
293
Journey Strategic Wealth
New Jersey
-$301K -3,758 Closed
HIM
294
Hanlon Investment Management
New Jersey
-$299K -3,730 Closed
SP
295
Successful Portfolios
Florida
-$295K -3,680 Closed
IF
296
Intrua Financial
Texas
-$283K -3,531 Closed
BTWM
297
Baker Tilly Wealth Management
Wisconsin
-$271K -3,384 Closed
RF
298
RHS Financial
California
-$246K -3,067 Closed
VCP
299
Vista Capital Partners
Oregon
-$241K -3,008 Closed
KA
300
Kovack Advisors
Florida
-$236K -2,943 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.