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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
CCG
301
Capital CS Group
California
-$233K -2,915 Closed
WCP
302
Wick Capital Partners
Pennsylvania
-$224K -2,797 Closed
LW
303
Linscomb Wealth
Texas
-$220K -2,742 Closed
SFG
304
Sovereign Financial Group
Connecticut
-$217K -2,708 Closed
BFA
305
Beacon Financial Advisory
Ohio
-$214K -2,669 Closed
OFG
306
OmniStar Financial Group
North Carolina
-$207K -2,591 Closed
VWA
307
V Wealth Advisors
Kansas
-$207K -2,583 Closed
SFPG
308
Stonebridge Financial Planning Group
Florida
-$97K -1,200 Closed
ACM
309
Absolute Capital Management
Pennsylvania
-$86.1K -1,075 Closed
MP
310
McDonald Partners
Ohio
-$86.1K -1,075 Closed
LAS
311
Lloyd Advisory Services
Georgia
-$74K -929 Closed
Bessemer Group
312
Bessemer Group
New Jersey
-$43K -535 Closed
NFSG
313
Newbridge Financial Services Group
Florida
-$30K -373 Closed
FA
314
Fortis Advisors
Pennsylvania
-$29K -357 Closed
FWP
315
FAS Wealth Partners
Kansas
-$28K -348 Closed
RCM
316
Raleigh Capital Management
North Carolina
-$24K -306 Closed
SFM
317
Signet Financial Management
New Jersey
-$24K -301 Closed
SPA
318
Shore Point Advisors
New Jersey
-$18K -226 Closed
SL
319
Savior LLC
Massachusetts
-$18K -223 Closed
AWM
320
Abound Wealth Management
Tennessee
-$11.6K -145 Closed
GWS
321
Glassman Wealth Services
Virginia
-$11K -135 Closed
CCM
322
Chilton Capital Management
Texas
-$10K -130 Closed
JFA
323
JNBA Financial Advisors
Minnesota
-$8K -106 Closed
TWC
324
TD Waterhouse Canada
Ontario, Canada
-$5.12K -62 Closed
CI
325
Cordant Inc
Oregon
-$4K -45 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.