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iShares Global Financials ETF
IXG

Overview Fund Activity

77 hedge funds and large institutions have $155M invested in iShares Global Financials ETF in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
-9
Holders Change %
-10.47%
% of All Funds
1.77%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
26
Reduced
21
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$30.4M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$5.31M
3
Citadel Advisors
3
Citadel Advisors
Florida
$5.14M
4
CIM
4
Cambria Investment Management
California
$6.53M
5
PAG
5
Private Advisor Group
New Jersey
$675K

Top Sellers

1
Bessemer Group
1
Bessemer Group
New Jersey
$0
2
Lazard Asset Management
2
Lazard Asset Management
New York
$0
3
NR
3
Newfound Research
Massachusetts
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$36.3M
5
PWPCM
5
Perella Weinberg Partners Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HSBC Holdings
26
HSBC Holdings
United Kingdom
$769K – – –
RMAM
27
Raab & Moskowitz Asset Management
New Jersey
$761K -$6.41K -100 -0.8%
Fifth Third Bancorp
28
Fifth Third Bancorp
Ohio
$694K – – –
Ameriprise
29
Ameriprise
Minnesota
$686K +$68K +1,061 +11%
PAG
30
Private Advisor Group
New Jersey
$675K +$675K +10,536 New
FDCDDQ
31
Federation des caisses Desjardins du Quebec
Quebec, Canada
$630K -$165K -2,574 -21%
PWM
32
Perigon Wealth Management
California
$616K +$533K +8,313 +638%
JWS
33
Juncture Wealth Strategies
Arizona
$614K +$24.2K +377 +4%
SFFS
34
Stonehage Fleming Financial Services
Jersey
$545K – – –
QCMC
35
Quantum Capital Management (California)
California
$428K +$13.5K +211 +3%
HIC
36
Holderness Investments Company
North Carolina
$394K +$9.55K +149 +2%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$393K – – –
TFF
38
The Family Firm
Maryland
$365K +$18.3K +286 +5%
RFC
39
Regions Financial Corp
Alabama
$298K – – –
VDFA
40
Vickerman & Driscoll Financial Advisors
Washington
$288K -$405K -6,306 -58%
UCFA
41
United Capital Financial Advisors
Texas
$283K – – –
LW
42
Linscomb Wealth
Texas
$278K +$278K +4,336 New
AG
43
Advisor Group
Arizona
$263K -$50.2K -786 -16%
MYIA
44
Mount Yale Investment Advisors
Colorado
$243K +$243K +3,795 New
Citigroup
45
Citigroup
New York
$120K +$64 +1 +0.1%
FANJ
46
Financial Architects (New Jersey)
New Jersey
$104K +$1.86K +29 +2%
DSI
47
Daiwa SB Investments
Japan
$92K +$92K +1,430 New
MLIC
48
Mandatum Life Insurance Company
Finland
$80K +$80K +1,255 New
VFA
49
Valeo Financial Advisors
Indiana
$73K +$1.25K +19 +2%
HI
50
Hudock Inc
Pennsylvania
$48K +$692 +11 +1%
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