We are live on ! Find out more
IXG icon

iShares Global Financials ETF

247 hedge funds and large institutions have $2.79B invested in iShares Global Financials ETF in 2021 Q2 according to their latest regulatory filings, with 186 funds opening new positions, 36 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,620% more first-time investments, than exits

New positions opened: 186 | Existing positions closed: 5

919% more capital invested

Capital invested by funds: $274M → $2.79B (+$2.52B)

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

274% more funds holding

Funds holding: 66247 (+181)

260% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 10

35.78% more ownership

Funds ownership: 56.44%92.23% (+36%)

Holders
247
Holders Change
+181
Holders Change %
+274.24%
% of All Funds
4.3%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.07%
New
186
Increased
36
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFO
26
Stokes Family Office
Louisiana
$10.9M +$11M +140,604 New
MC
27
McMorgan & Co
California
$10.9M +$10.9M +140,257 New
KAS
28
Kestra Advisory Services
Texas
$10.5M +$10.5M +134,992 New
UBS Group
29
UBS Group
Switzerland
$10.4M +$9.28M +119,020 +777%
PFA
30
Pettinga Financial Advisors
Indiana
$9.71M +$9.75M +125,038 New
AWM
31
AE Wealth Management
Kansas
$9.39M +$9.44M +121,051 New
CFG
32
Cooper Financial Group
California
$9.16M +$9.2M +118,012 New
HFA
33
High Falls Advisors
New York
$9.16M +$9.2M +117,990 New
Stifel Financial
34
Stifel Financial
Missouri
$8.6M +$8.64M +110,823 New
PFG
35
PAX Financial Group
Texas
$8.43M +$8.47M +108,599 New
IWC
36
Integrated Wealth Concepts
Massachusetts
$7.92M +$7.95M +101,998 New
SHJ
37
Sharkey, Howes & Javer
Colorado
$7.63M +$7.66M +98,257 New
SW
38
SteelPeak Wealth
California
$7.56M +$7.6M +97,450 New
SWM
39
Spire Wealth Management
Virginia
$7.4M +$7.43M +95,331 New
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$7.15M -$385K -4,935 -5%
IWP
41
Icon Wealth Partners
Texas
$6.46M +$6.49M +83,219 New
LWA
42
Lineweaver Wealth Advisors
Ohio
$6.32M +$6.34M +81,374 New
OWA
43
Outlook Wealth Advisors
Texas
$6.18M +$6.21M +79,610 New
CW
44
CreativeOne Wealth
Kansas
$6.17M +$6.2M +79,499 New
RJFSA
45
Raymond James Financial Services Advisors
Florida
$5.69M +$5.72M +73,310 New
GCA
46
Greenwood Capital Associates
South Carolina
$5.5M +$3.46M +44,354 +168%
AIC
47
Ayalon Insurance Company
Israel
$5.46M -$223K -2,860 -4%
TSA
48
Tri-Star Advisors
Texas
$5.36M +$5.39M +69,072 New
CFGS
49
Concourse Financial Group Securities
Alabama
$5.34M +$5.37M +68,860 New
VFM
50
Vivid Financial Management
California
$5.12M +$5.14M +65,912 New

IXG Hedge Fund Activity: Q2 2021 in Review

247 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q2 2021, worth a combined $2.79B — up 919% from $274M a quarter earlier.

Buyers outnumbered sellers: 186 funds opened new IXG positions and 5 closed out — a net gain of 181 holders — while 36 added to existing stakes and 10 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $883M. The largest seller was Pictet Asset Management (UK), cutting an estimated $2.12M.

  • 247 institutional investors held iShares Global Financials ETF (IXG) as of Q2 2021, up from 66 in Q1 2021.
  • Funds reported $2.79B of iShares Global Financials ETF stock for Q2 2021, up 919% quarter-over-quarter.
  • 186 funds opened new iShares Global Financials ETF positions in Q2 2021 and 5 closed out, a net change of +181 holders.
  • The largest iShares Global Financials ETF buyer in Q2 2021 was Envestnet Asset Management, an estimated $883M added.
  • The largest iShares Global Financials ETF seller in Q2 2021 was Pictet Asset Management (UK), an estimated $2.12M sold.

Based on aggregated 13F filings for Q2 2021.