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iShares Global Financials ETF
IXG

Overview Fund Activity

307 hedge funds and large institutions have $2.37B invested in iShares Global Financials ETF in 2021 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 66 increasing their positions, 147 reducing their positions, and 28 closing their positions.

Holders
307
Holders Change
+44
Holders Change %
+16.73%
% of All Funds
4.74%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
76
Increased
66
Reduced
147
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$6.32M
2
CIM
2
Cambria Investment Management
California
$5.43M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$13.9M
4
NCM
4
Northwest Capital Management
Oregon
$4.55M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$2.43M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$622M
2
BlackRock
2
BlackRock
New York
$121M
3
LPL Financial
3
LPL Financial
California
$123M
4
PAS
4
Park Avenue Securities
New York
$65.3M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$67.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
26
NewEdge Advisors
Louisiana
$10.4M -$1.36M -17,028 -12%
SFO
27
Stokes Family Office
Louisiana
$10M -$255K -3,187 -2%
KAS
28
Kestra Advisory Services
Texas
$9.39M -$2.19M -27,407 -19%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$9.36M +$56.5K +706 +0.6%
AWM
30
AE Wealth Management
Kansas
$9.08M -$361K -4,504 -4%
IWC
31
Integrated Wealth Concepts
Massachusetts
$8.97M -$1.97M -24,583 -18%
AI
32
Atria Investments
North Carolina
$8.66M -$3.27M -40,845 -27%
GCA
33
Greenwood Capital Associates
South Carolina
$7.96M +$3.28K +41 +0%
Stifel Financial
34
Stifel Financial
Missouri
$7.43M -$1.85M -23,100 -20%
SWM
35
Spire Wealth Management
Virginia
$7.39M -$170K -2,123 -2%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$7.11M +$751K +9,383 +12%
MC
37
McMorgan & Co
California
$6.67M -$2.5M -31,234 -27%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$6.32M +$6.32M +78,954 New
HSBC Holdings
39
HSBC Holdings
United Kingdom
$6.14M – – –
OWA
40
Outlook Wealth Advisors
Texas
$6.14M -$383K -4,788 -6%
PFG
41
PAX Financial Group
Texas
$6.12M -$1.62M -20,244 -21%
HFA
42
High Falls Advisors
New York
$5.83M -$1.75M -21,824 -23%
PFA
43
Pettinga Financial Advisors
Indiana
$5.67M -$2.39M -29,896 -30%
WWG
44
West Wealth Group
California
$5.6M +$5.6M +69,892 New
MSWMA
45
Market Street Wealth Management Advisors
Indiana
$5.48M +$671K +8,381 +14%
CIM
46
Cambria Investment Management
California
$5.43M +$5.43M +67,758 New
VFM
47
Vivid Financial Management
California
$5.2M -$625K -7,805 -11%
SHJ
48
Sharkey, Howes & Javer
Colorado
$5.19M -$1.35M -16,920 -21%
SW
49
SteelPeak Wealth
California
$5.18M -$900K -11,240 -15%
BWP
50
Bernardo Wealth Planning
Pennsylvania
$5.14M +$200K +2,494 +4%
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