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iShares Global Financials ETF
IXG

139 hedge funds and large institutions have $1.67B invested in iShares Global Financials ETF in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 24 increasing their positions, 57 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

363% more capital invested

Capital invested by funds: $362M → $1.67B (+$1.31B)

4% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 28

3% less funds holding

Funds holding: 143 → 139 (-4)

20.94% less ownership

Funds ownership: 53.61% → 32.67% (-21%)

58% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 57

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
139
Holders Change
-4
Holders Change %
-2.8%
% of All Funds
2.23%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
27
Increased
24
Reduced
57
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
+$22.6M
2
CIM
Cambria Investment Management
California
+$13M
3
Jane Street
Jane Street
New York
+$11.2M
4
BFA
BMS Financial Advisors
South Dakota
+$1.4M
5
Chevy Chase Trust
Chevy Chase Trust
Maryland
+$1.29M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$153M
2
RBA
Richard Bernstein Advisors
New York
-$86.8M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$11.8M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$8.47M
5
OWA
Outlook Wealth Advisors
Texas
-$5.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
26
Scotia Capital
Ontario, Canada
$1.38M +$1.57K +23 +0.1%
Fisher Asset Management
27
Fisher Asset Management
Washington
$1.36M +$58.2K +852 +5%
Chevy Chase Trust
28
Chevy Chase Trust
Maryland
$1.33M +$1.29M +18,879 New
CI
29
CX Institutional
Indiana
$1.29M +$41.3K +605 +3%
SB
30
Strategic Blueprint
Georgia
$1.26M -$206K -3,012 -14%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$1.23M -$984K -14,399 -45%
Ameriprise
32
Ameriprise
Minnesota
$1.13M -$212K -3,102 -16%
Cerity Partners
33
Cerity Partners
New York
$1.13M +$1.1M +16,050 New
MML Investors Services
34
MML Investors Services
Massachusetts
$1.06M -$266K -3,898 -21%
C1AG
35
Client 1st Advisory Group
Florida
$977K -$297K -4,341 -24%
MIA
36
MMBG Investment Advisors
Florida
$949K -$922K -13,500 -50%
AWM
37
Apollon Wealth Management
South Carolina
$841K +$818K +11,971 New
SCA
38
Snowden Capital Advisors
New York
$790K -$656K -9,605 -46%
Bessemer Group
39
Bessemer Group
New Jersey
$786K +$536K +7,845 +235%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$630K -$17.7K -259 -3%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$627K -$186K -2,718 -23%
SB
42
Sunflower Bank
Texas
$607K -$148K -2,173 -20%
KAS
43
Kestra Advisory Services
Texas
$602K -$338K -4,943 -37%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$578K -$340K -4,980 -38%
ME
45
McIlrath & Eck
Washington
$568K -$11.2K -164 -2%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$566K +$249K +3,650 +83%
IAIM
47
International Assets Investment Management
Florida
$524K -$33.7K -493 -6%
DADC
48
D.A. Davidson & Co
Montana
$523K +$198K +2,906 +64%
TWP
49
TFO Wealth Partners
Ohio
$507K +$591K +8,649 +34,596%
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$435K – – –
1
2
3 4 5

IXG Hedge Fund Activity: Q4 2022 in Review

139 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q4 2022, worth a combined $1.67B — up 363% from $362M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of IXG and 27 opened new positions — a net loss of 1 holder — while 57 trimmed existing stakes and 24 added.

The largest buyer was Banco Bilbao Vizcaya Argentaria, opening a new position worth an estimated $22.6M. The largest seller was Bank of America, cutting an estimated $153M.

  • 139 institutional investors held iShares Global Financials ETF (IXG) as of Q4 2022, down from 143 in Q3 2022.
  • Funds reported $1.67B of iShares Global Financials ETF stock for Q4 2022, up 363% quarter-over-quarter.
  • 27 funds opened new iShares Global Financials ETF positions in Q4 2022 and 28 closed out, a net change of -1 holder.
  • The largest iShares Global Financials ETF buyer in Q4 2022 was Banco Bilbao Vizcaya Argentaria, an estimated $22.6M added.
  • The largest iShares Global Financials ETF seller in Q4 2022 was Bank of America, an estimated $153M sold.

Based on aggregated 13F filings for Q4 2022.