IXG icon

iShares Global Financials ETF
IXG

Overview Fund Activity

86 hedge funds and large institutions have $254M invested in iShares Global Financials ETF in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 37 increasing their positions, 15 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
-7
Holders Change %
-7.53%
% of All Funds
1.97%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
7
Increased
37
Reduced
15
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bessemer Group
Bessemer Group
New Jersey
$19.1M
2
Jane Street
Jane Street
New York
$11.1M
3
Morgan Stanley
Morgan Stanley
New York
$48M
4
UBS Group
UBS Group
Switzerland
$13.2M
5
TFA
Transamerica Financial Advisors
Florida
$5.56M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
$0
2
RJA
Raymond James & Associates
Florida
$3.23M
3
SAM
Stringer Asset Management
Tennessee
$0
4
MWM
Merriman Wealth Management
Washington
$0
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$894K
Name Holding Trade Value Shares
Change 		Shares
Change %
Fisher Asset Management
26
Fisher Asset Management
Washington
$1.35M -$12.8K -185 -0.9%
Nomura Asset Management
27
Nomura Asset Management
Japan
$1.26M -$408K -5,900 -24%
Stifel Financial
28
Stifel Financial
Missouri
$1.17M +$308K +4,477 +36%
CF
29
Centaurus Financial
California
$1.16M +$16.3K +236 +1%
CA
30
Cetera Advisors
Colorado
$1.14M +$187K +2,695 +20%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$1.08M -$889K -12,855 -45%
AWA
32
Arete Wealth Advisors
Illinois
$1.03M +$184K +2,664 +22%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$1.02M -$951K -13,901 -48%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$894K -$2.55M -36,900 -74%
FDCDDQ
35
Federation des caisses Desjardins du Quebec
Quebec, Canada
$858K +$346K +5,000 +68%
KWA
36
KCS Wealth Advisory
California
$845K +$144K +2,075 +20%
HSBC Holdings
37
HSBC Holdings
United Kingdom
$830K – – –
RMAM
38
Raab & Moskowitz Asset Management
New Jersey
$828K +$337K +4,867 +68%
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$748K -$230K -3,333 -24%
VDFA
40
Vickerman & Driscoll Financial Advisors
Washington
$747K -$443K -6,402 -37%
Ameriprise
41
Ameriprise
Minnesota
$667K +$116K +1,681 +21%
JWS
42
Juncture Wealth Strategies
Arizona
$637K -$33.8K -488 -5%
SFFS
43
Stonehage Fleming Financial Services
Jersey
$588K +$57.1K +825 +11%
LPL Financial
44
LPL Financial
California
$523K +$146K +2,108 +39%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$513K -$1.71M -24,734 -77%
QCMC
46
Quantum Capital Management (California)
California
$448K -$7.62K -110 -2%
HIC
47
Holderness Investments Company
North Carolina
$415K +$23.3K +337 +6%
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$393K +$92.4K +1,333 +31%
TFF
49
The Family Firm
Maryland
$374K +$374K +5,409 New
AG
50
Advisor Group
Arizona
$339K +$25.2K +365 +8%
1
2
3 4