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iShares Global Financials ETF
IXG

Overview Fund Activity

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
Holders
55
Holders Change
+6
Holders Change %
+12.24%
% of All Funds
0.98%
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

1
BlackRock
1
BlackRock
New York
$35.2M
2
BBVA
2
Banco Bilbao Vizcaya Argentaria
Spain
$5.44M
3
ST
3
Sentinel Trust
Texas
$2.03M
4
MCM
4
Maryland Capital Management
Maryland
$1.53M
5
PP
5
Prudential plc
United Kingdom
$1.33M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$11.4M
3
Ameriprise
3
Ameriprise
Minnesota
$908K
4
Fidelity International
4
Fidelity International
Bermuda
$1.14M
5
LPL Financial
5
LPL Financial
California
$986K
Name Holding Trade Value Shares
Change 		Shares
Change %
HIC
26
Holderness Investments Company
North Carolina
$316K +$45.2K +695 +17%
CA
27
Cetera Advisors
Colorado
$313K -$26K -400 -8%
Wells Fargo
28
Wells Fargo
California
$310K -$17.3K -265 -5%
Lido Advisors
29
Lido Advisors
California
$309K +$309K +4,759 New
JWS
30
Juncture Wealth Strategies
Arizona
$216K +$216K +3,325 New
FRA
31
Front Row Advisors
California
$199K – – –
Osaic Holdings
32
Osaic Holdings
Arizona
$186K -$34.8K -530 -16%
Citigroup
33
Citigroup
New York
$185K +$37.8K +581 +26%
MLFP
34
MPS Loria Financial Planners
Illinois
$180K – – –
QCG
35
Quadrant Capital Group
Ohio
$88K – – –
PWM
36
Perigon Wealth Management
California
$53K +$53K +807 New
VFA
37
Valeo Financial Advisors
Indiana
$40K +$329 +5 +0.8%
AW
38
Avion Wealth
Texas
$21K – – –
SFPG
39
Stonebridge Financial Planning Group
Florida
$20K -$3.33K -50 -14%
CFGS
40
Concourse Financial Group Securities
Alabama
$18K – – –
AF
41
Advisornet Financial
Minnesota
$18K – – –
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$13K -$5.74K -94 -31%
FFA
43
Founders Financial Alliance
North Carolina
$13K – – –
CWC
44
Carolinas Wealth Consulting
North Carolina
$12K +$131 +2 +1%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$10K +$196 +3 +2%
ASN
46
Advisory Services Network
Georgia
$9K – – –
GWM
47
Geneos Wealth Management
Colorado
$8K – – –
Fidelity Investments
48
Fidelity Investments
Massachusetts
$6K -$4.35K -66 -42%
TFGT
49
TS Financial Group (TSFG)
Illinois
$6K – – –
MRC
50
Millburn Ridgefield Corp
New York
$4K -$1.31K -20 -25%
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