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iShares Global Financials ETF
IXG

55 hedge funds and large institutions have $208M invested in iShares Global Financials ETF in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 10 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

18% more capital invested

Capital invested by funds: $176M → $208M (+$32.3M)

12% more funds holding

Funds holding: 49 → 55 (+6)

3.53% less ownership

Funds ownership: 58.68% → 55.16% (-3.5%)

38% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 16

Holders
55
Holders Change
+6
Holders Change %
+12.24%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
10
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$6.71M
2
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
+$4.97M
3
ST
Sentinel Trust
Texas
+$1.85M
4
MCM
Maryland Capital Management
Maryland
+$1.4M
5
PP
Prudential plc
United Kingdom
+$1.22M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$509K
2
Morgan Stanley
Morgan Stanley
New York
-$292K
3
Ameriprise
Ameriprise
Minnesota
-$192K
4
Fidelity International
Fidelity International
Bermuda
-$180K
5
LPL Financial
LPL Financial
California
-$164K
Name Holding Trade Value Shares
Change 		Change in
Stake
HIC
26
Holderness Investments Company
North Carolina
$316K +$41.3K +695 +17%
CA
27
Cetera Advisors
Colorado
$313K -$23.8K -400 -8%
Wells Fargo
28
Wells Fargo
California
$310K -$15.8K -265 -5%
Lido Advisors
29
Lido Advisors
California
$309K +$283K +4,759 New
JWS
30
Juncture Wealth Strategies
Arizona
$216K +$198K +3,325 New
FRA
31
Front Row Advisors
California
$199K – – –
Osaic Holdings
32
Osaic Holdings
Arizona
$186K -$31.5K -530 -16%
Citigroup
33
Citigroup
New York
$185K +$34.6K +581 +26%
MLFP
34
MPS Loria Financial Planners
Illinois
$180K – – –
QCG
35
Quadrant Capital Group
Ohio
$88K – – –
PWM
36
Perigon Wealth Management
California
$53K +$48K +807 New
VFA
37
Valeo Financial Advisors
Indiana
$40K +$297 +5 +0.8%
AW
38
Avion Wealth
Texas
$21K – – –
SFPG
39
Stonebridge Financial Planning Group
Florida
$20K -$2.98K -50 -14%
AF
40
Advisornet Financial
Minnesota
$18K – – –
CFGS
41
Concourse Financial Group Securities
Alabama
$18K – – –
JP Morgan Chase
42
JP Morgan Chase
New York
$13K -$5.59K -94 -31%
FFA
43
Founders Financial Alliance
North Carolina
$13K – – –
CWC
44
Carolinas Wealth Consulting
North Carolina
$12K +$119 +2 +1%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$10K +$178 +3 +2%
ASN
46
Advisory Services Network
Georgia
$9K – – –
GWM
47
Geneos Wealth Management
Colorado
$8K – – –
Fidelity Investments
48
Fidelity Investments
Massachusetts
$6K -$3.93K -66 -42%
TFGT
49
TS Financial Group (TSFG)
Illinois
$6K – – –
MRC
50
Millburn Ridgefield Corp
New York
$4K -$1.19K -20 -25%
1
2
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IXG Hedge Fund Activity: Q4 2020 in Review

55 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q4 2020, worth a combined $208M — up 18% from $176M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IXG positions and 5 closed out — a net gain of 7 holders — while 10 added to existing stakes and 16 trimmed.

The largest buyer was BlackRock, adding an estimated $6.71M. The largest seller was Goldman Sachs, exiting entirely with an estimated $509K sold.

  • 55 institutional investors held iShares Global Financials ETF (IXG) as of Q4 2020, up from 49 in Q3 2020.
  • Funds reported $208M of iShares Global Financials ETF stock for Q4 2020, up 18% quarter-over-quarter.
  • 12 funds opened new iShares Global Financials ETF positions in Q4 2020 and 5 closed out, a net change of +7 holders.
  • The largest iShares Global Financials ETF buyer in Q4 2020 was BlackRock, an estimated $6.71M added.
  • The largest iShares Global Financials ETF seller in Q4 2020 was Goldman Sachs, an estimated $509K sold.

Based on aggregated 13F filings for Q4 2020.