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iShares Global Financials ETF
IXG

Overview Fund Activity

48 hedge funds and large institutions have $81.4M invested in iShares Global Financials ETF in 2013 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 4 closing their positions.

Holders
48
Holders Change
+9
Holders Change %
+23.08%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
16
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SG Americas Securities
1
SG Americas Securities
New York
$27.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$9.68M
3
Bank of America
3
Bank of America
North Carolina
$7.56M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$4.94M
5
VKH
5
Virtu KCG Holdings
New York
$1.27M

Top Sellers

1
OC
1
Oppenheimer & Co
New York
$0
2
Fifth Third Bancorp
2
Fifth Third Bancorp
Ohio
$5.54M
3
GCA
3
Guardian Capital Advisors
Ontario, Canada
$0
4
AIG
4
American International Group
New York
$299K
5
MLICM
5
Metropolitan Life Insurance Company (MetLife)
New York
$1.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
26
Perigon Wealth Management
California
$208K +$208K +3,715 New
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$181K -$4.94K -88 -3%
PSUF
28
People's United Financial
Connecticut
$100K -$4.21K -75 -4%
CLOS
29
Compagnie Lombard Odier SCmA
Switzerland
$80K +$80K +1,420 New
Credit Agricole
30
Credit Agricole
France
$50K – – –
MFS
31
MSI Financial Services
Massachusetts
$40K +$33.8K +600 +545%
Creative Planning
32
Creative Planning
Kansas
$28K – – –
US Bancorp
33
US Bancorp
Minnesota
$28K – – –
QLMGAA
34
QS Legg Mason Global Asset Allocation
New York
$26K +$26K +445 New
MAS
35
Madden Advisory Services
Florida
$25K – – –
TRCT
36
Tower Research Capital (TRC)
New York
$18K +$18K +321 New
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$14K +$14K +244 New
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$12K +$12K +221 New
KTC
39
Kistler-Tiffany Companies
Pennsylvania
$9K – – –
Deutsche Bank
40
Deutsche Bank
Germany
$8K -$3.03K -55 -28%
HCC
41
Hirtle Callaghan & Co
Pennsylvania
$8K – – –
GI
42
Gradient Investments
Minnesota
$8K +$8K +140 New
CCS
43
Crosspoint Capital Strategies
California
$7K +$7K +125 New
Citigroup
44
Citigroup
New York
$6K +$2.88K +46 +92%
HR
45
Howe & Rusling
New York
$3K -$1.09K -20 -27%
FNBT
46
FineMark National Bank & Trust
Florida
$2K – – –
JG
47
Jefferies Group
New York
$1K +$1K +15 New
BFEC
48
Benjamin F. Edwards & Company
Missouri
$1K +$1K +24 New
OC
49
Oppenheimer & Co
New York
– -$5.36M -101,941 Closed
GCA
50
Guardian Capital Advisors
Ontario, Canada
– -$542K -10,500 Closed
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