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iShares Global Financials ETF
IXG

66 hedge funds and large institutions have $274M invested in iShares Global Financials ETF in 2021 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

100% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 11

31% more capital invested

Capital invested by funds: $208M → $274M (+$65.6M)

20% more funds holding

Funds holding: 55 → 66 (+11)

1.29% more ownership

Funds ownership: 55.16% → 56.44% (+1.3%)

Holders
66
Holders Change
+11
Holders Change %
+20%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
22
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HSBC Holdings
HSBC Holdings
United Kingdom
+$10.3M
2
Morgan Stanley
Morgan Stanley
New York
+$7.06M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.79M
4
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
+$6.62M
5
Jane Street
Jane Street
New York
+$3.19M

Top Sellers

1
PP
Prudential plc
United Kingdom
-$1.33M
2
Bessemer Group
Bessemer Group
New Jersey
-$892K
3
JWS
Juncture Wealth Strategies
Arizona
-$216K
4
Fidelity International
Fidelity International
Bermuda
-$149K
5
UBS Group
UBS Group
Switzerland
-$137K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$1.12M -$137K -1,956 -11%
Ameriprise
27
Ameriprise
Minnesota
$995K -$28.1K -401 -3%
PAS
28
Park Avenue Securities
New York
$864K -$17.5K -250 -2%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$788K +$21.1K +302 +3%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$756K +$722K +10,313 New
Fifth Third Bancorp
31
Fifth Third Bancorp
Ohio
$645K +$4.34K +62 +0.7%
TFF
32
The Family Firm
Maryland
$630K +$22.8K +326 +4%
JP Morgan Chase
33
JP Morgan Chase
New York
$563K +$522K +7,453 +3,499%
FDCDDQ
34
Federation des caisses Desjardins du Quebec
Quebec, Canada
$439K -$2.24K -32 -0.5%
Lido Advisors
35
Lido Advisors
California
$378K +$27.2K +388 +8%
HIC
36
Holderness Investments Company
North Carolina
$363K +$6.37K +91 +2%
CA
37
Cetera Advisors
Colorado
$353K – – –
FTUS
38
Flow Traders U.S.
New York
$327K +$312K +4,457 New
BCV
39
Banque Cantonale Vaudoise
Switzerland
$268K +$256K +3,655 New
LW
40
Linscomb Wealth
Texas
$214K +$204K +2,919 New
UCFA
41
United Capital Financial Advisors
Texas
$207K +$198K +2,824 New
MLFP
42
MPS Loria Financial Planners
Illinois
$204K -$70 -1 -0%
FRA
43
Front Row Advisors
California
$203K -$20.4K -292 -10%
Osaic Holdings
44
Osaic Holdings
Arizona
$194K -$13.8K -197 -7%
Citigroup
45
Citigroup
New York
$158K -$48.6K -694 -24%
QCG
46
Quadrant Capital Group
Ohio
$99K – – –
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$56K +$41.8K +597 +390%
WAM
48
Wolverine Asset Management
Illinois
$55K +$53.1K +758 New
VFA
49
Valeo Financial Advisors
Indiana
$45K – – –
HI
50
Harbour Investments
Wisconsin
$37K +$35K +500 New
1
2
3

IXG Hedge Fund Activity: Q1 2021 in Review

66 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q1 2021, worth a combined $274M — up 31% from $208M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IXG positions and 7 closed out — a net gain of 11 holders — while 22 added to existing stakes and 11 trimmed.

The largest buyer was HSBC Holdings, opening a new position worth an estimated $10.3M. The largest seller was Prudential plc, exiting entirely with an estimated $1.33M sold.

  • 66 institutional investors held iShares Global Financials ETF (IXG) as of Q1 2021, up from 55 in Q4 2020.
  • Funds reported $274M of iShares Global Financials ETF stock for Q1 2021, up 31% quarter-over-quarter.
  • 18 funds opened new iShares Global Financials ETF positions in Q1 2021 and 7 closed out, a net change of +11 holders.
  • The largest iShares Global Financials ETF buyer in Q1 2021 was HSBC Holdings, an estimated $10.3M added.
  • The largest iShares Global Financials ETF seller in Q1 2021 was Prudential plc, an estimated $1.33M sold.

Based on aggregated 13F filings for Q1 2021.