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iShares Global Financials ETF
IXG

Overview Fund Activity

263 hedge funds and large institutions have $2.59B invested in iShares Global Financials ETF in 2021 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 97 increasing their positions, 112 reducing their positions, and 17 closing their positions.

Holders
263
Holders Change
+16
Holders Change %
+6.48%
% of All Funds
4.62%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
37
Increased
97
Reduced
112
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$239M
2
MPW
2
MA Private Wealth
California
$9.97M
3
CIAS
3
CFS Investment Advisory Services
New Jersey
$9.71M
4
UBS Group
4
UBS Group
Switzerland
$19.1M
5
Ameriprise
5
Ameriprise
Minnesota
$30.6M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$782M
2
AssetMark Inc
2
AssetMark Inc
California
$17K
3
KFS
3
Kelly Financial Services
Massachusetts
$233K
4
BBVA
4
Banco Bilbao Vizcaya Argentaria
Spain
$17.1M
5
BlackRock
5
BlackRock
New York
$155M
Name Market Value Shares Shares
Change 		Shares
Change %
WP
26
WealthSource Partners
California
$10.4M 132,033 -31,683 -19%
SFO
27
Stokes Family Office
Louisiana
$10.1M 128,477 -12,127 -9%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$10M 127,588 -37,591 -23%
MPW
29
MA Private Wealth
California
$9.97M 127,051 +127,051 New
CIAS
30
CFS Investment Advisory Services
New Jersey
$9.71M 123,751 +123,751 New
AWM
31
AE Wealth Management
Kansas
$9.25M 117,939 -3,112 -3%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$9.12M 116,192 +51,862 +81%
Stifel Financial
33
Stifel Financial
Missouri
$9.1M 115,953 +5,130 +5%
MC
34
McMorgan & Co
California
$8.99M 114,592 -25,665 -18%
CW
35
CreativeOne Wealth
Kansas
$8.35M 106,047 +26,548 +33%
PFA
36
Pettinga Financial Advisors
Indiana
$7.9M 100,663 -24,375 -19%
GCA
37
Greenwood Capital Associates
South Carolina
$7.8M 99,378 +28,562 +40%
CFG
38
Cooper Financial Group
California
$7.78M 99,218 -18,794 -16%
PFG
39
PAX Financial Group
Texas
$7.59M 96,691 -11,908 -11%
SWM
40
Spire Wealth Management
Virginia
$7.43M 94,363 -968 -1%
HFA
41
High Falls Advisors
New York
$7.43M 94,649 -23,341 -20%
SHJ
42
Sharkey, Howes & Javer
Colorado
$6.42M 81,791 -16,466 -17%
OWA
43
Outlook Wealth Advisors
Texas
$6.39M 81,433 +1,823 +2%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$6.23M 79,385 +6,075 +8%
HSBC Holdings
45
HSBC Holdings
United Kingdom
$6.02M 76,700 -70,300 -48%
SW
46
SteelPeak Wealth
California
$5.96M 75,970 -21,480 -22%
HPC
47
Hobart Private Capital
North Carolina
$5.75M 73,255 +66,904 +1,053%
VFM
48
Vivid Financial Management
California
$5.7M 72,714 +6,802 +10%
IWP
49
Icon Wealth Partners
Texas
$5.69M 72,504 -10,715 -13%
SAMC
50
Spectrum Asset Management (California)
California
$5.28M 67,329 +15,259 +29%
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