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iShares Global Financials ETF

49 hedge funds and large institutions have $176M invested in iShares Global Financials ETF in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 18 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.86% more ownership

Funds ownership: 56.82%58.68% (+1.9%)

5% more capital invested

Capital invested by funds: $168M → $176M (+$8.14M)

13% less funds holding

Funds holding: 5649 (-7)

46% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 13

56% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 18

Holders
49
Holders Change
-7
Holders Change %
-12.5%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
8
Reduced
18
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MLFP
26
MPS Loria Financial Planners
Illinois
$148K
BA
27
Bristlecone Advisors
Washington
$144K +$148K +2,718 New
Citigroup
28
Citigroup
New York
$120K -$2.29K -42 -2%
QCG
29
Quadrant Capital Group
Ohio
$72K +$73.8K +1,355 New
VFA
30
Valeo Financial Advisors
Indiana
$32K
SFPG
31
Stonebridge Financial Planning Group
Florida
$19K
AW
32
Avion Wealth
Texas
$17K +$17.6K +323 New
JP Morgan Chase
33
JP Morgan Chase
New York
$16K -$4.3K -79 -20%
SFFS
34
Stonehage Fleming Financial Services
Jersey
$15K -$43.6K -800 -73%
CFGS
35
Concourse Financial Group Securities
Alabama
$15K
AF
36
Advisornet Financial
Minnesota
$14K
FFA
37
Founders Financial Alliance
North Carolina
$11K +$10.9K +200 New
CWC
38
Carolinas Wealth Consulting
North Carolina
$10K
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$8K
Fidelity Investments
40
Fidelity Investments
Massachusetts
$8K +$1.2K +22 +16%
ASN
41
Advisory Services Network
Georgia
$7K +$7.35K +135 New
AssetMark Inc
42
AssetMark Inc
California
$6K -$11.3K -207 -63%
JCM
43
Jacobi Capital Management
Pennsylvania
$5K -$103K -1,887 -95%
GWM
44
Geneos Wealth Management
Colorado
$5K
TFGT
45
TS Financial Group (TSFG)
Illinois
$5K
TRCT
46
Tower Research Capital (TRC)
New York
$4K -$545 -10 -13%
MRC
47
Millburn Ridgefield Corp
New York
$4K +$1.63K +30 +59%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$2K
IF
49
Ironwood Financial
Arizona
$1K
NR
50
Newfound Research
Massachusetts
-$2.64M -50,555 Closed