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iShares Global Financials ETF
IXG

66 hedge funds and large institutions have $153M invested in iShares Global Financials ETF in 2017 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 16 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 6

16% more funds holding

Funds holding: 57 → 66 (+9)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5.28% less ownership

Funds ownership: 44.8% → 39.52% (-5.3%)

18% less capital invested

Capital invested by funds: $186M → $153M (-$33.7M)

24% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 21

Holders
66
Holders Change
+9
Holders Change %
+15.79%
% of All Funds
1.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
16
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
Aviance Capital Management
Florida
+$4.7M
2
Wells Fargo
Wells Fargo
California
+$4.19M
3
Morgan Stanley
Morgan Stanley
New York
+$2.72M
4
Bank of America
Bank of America
North Carolina
+$1.97M
5
IPC
Independent Portfolio Consultants
Florida
+$1.89M

Top Sellers

1
ACI
AMP Capital Investors
Australia
-$49.9M
2
Citadel Advisors
Citadel Advisors
Florida
-$4.45M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$4.27M
4
NR
Newfound Research
Massachusetts
-$3.73M
5
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
-$776K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
26
Brookstone Capital Management
Illinois
$1.17M -$645K -10,695 -36%
TCM
27
Telos Capital Management
California
$992K +$67.5K +1,120 +7%
JWS
28
Juncture Wealth Strategies
Arizona
$966K -$33.9K -562 -3%
Fisher Asset Management
29
Fisher Asset Management
Washington
$926K – – –
HIC
30
Holderness Investments Company
North Carolina
$922K -$25.4K -421 -3%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$869K +$860K +14,265 New
HIIFS
32
Harel Insurance Investments & Financial Services
Israel
$741K +$749K +12,421 New
HSBC Holdings
33
HSBC Holdings
United Kingdom
$731K +$724K +12,000 New
Stifel Financial
34
Stifel Financial
Missouri
$676K +$673K +11,159 New
PAG
35
Private Advisor Group
New Jersey
$630K -$603 -10 -0.1%
NFA
36
Nationwide Fund Advisors
Ohio
$544K -$64.5K -1,070 -11%
QCMC
37
Quantum Capital Management (California)
California
$460K -$62K -1,028 -12%
AWA
38
Arete Wealth Advisors
Illinois
$409K +$37.6K +623 +10%
UCFA
39
United Capital Financial Advisors
Texas
$271K -$4.28K -71 -2%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$247K -$3.86K -64 -2%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$174K – – –
AG
42
Advisor Group
Arizona
$138K -$33K -548 -19%
SG Americas Securities
43
SG Americas Securities
New York
$130K +$128K +2,127 New
CP
44
Corbenic Partners
Pennsylvania
$65K -$13.4K -223 -17%
Creative Planning
45
Creative Planning
Kansas
$37K – – –
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$33K -$4.83K -80 -13%
SF
47
Synovus Financial
Georgia
$32K +$31.5K +523 New
Citigroup
48
Citigroup
New York
$32K +$32.1K +532 New
US Bancorp
49
US Bancorp
Minnesota
$30K – – –
TCM
50
TD Capital Management
Tennessee
$20K +$20K +331 New
1
2
3

IXG Hedge Fund Activity: Q1 2017 in Review

66 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q1 2017, worth a combined $153M — down 18% from $186M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IXG positions and 6 closed out — a net gain of 10 holders — while 16 added to existing stakes and 21 trimmed.

The largest buyer was Aviance Capital Management, opening a new position worth an estimated $4.7M. The largest seller was AMP Capital Investors, exiting entirely with an estimated $49.9M sold.

  • 66 institutional investors held iShares Global Financials ETF (IXG) as of Q1 2017, up from 57 in Q4 2016.
  • Funds reported $153M of iShares Global Financials ETF stock for Q1 2017, down 18% quarter-over-quarter.
  • 16 funds opened new iShares Global Financials ETF positions in Q1 2017 and 6 closed out, a net change of +10 holders.
  • The largest iShares Global Financials ETF buyer in Q1 2017 was Aviance Capital Management, an estimated $4.7M added.
  • The largest iShares Global Financials ETF seller in Q1 2017 was AMP Capital Investors, an estimated $49.9M sold.

Based on aggregated 13F filings for Q1 2017.