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iShares Global Financials ETF

131 hedge funds and large institutions have $176M invested in iShares Global Financials ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 22 increasing their positions, 57 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.09% more ownership

Funds ownership: 32.67%39.76% (+7.1%)

6% less funds holding

Funds holding: 139131 (-8)

18% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 22

61% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 57

89% less capital invested

Capital invested by funds: $1.67B → $176M (-$1.5B)

Holders
131
Holders Change
-8
Holders Change %
-5.76%
% of All Funds
2.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
22
Reduced
57
Closed
22
Calls
$380K
Puts
Net Calls
+$380K
Net Calls Change
+$380K
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$1.17M +$960K +13,165 +343%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$1.1M -$116K -1,595 -9%
ST
28
Sentinel Trust
Texas
$1.09M -$1.12M -15,300 -49%
Cerity Partners
29
Cerity Partners
New York
$1.08M -$27.2K -373 -2%
Ameriprise
30
Ameriprise
Minnesota
$988K -$139K -1,911 -12%
AWM
31
Apollon Wealth Management
South Carolina
$983K +$166K +2,280 +19%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$970K -$848K -11,627 -45%
MIA
33
MMBG Investment Advisors
Florida
$932K
SB
34
Strategic Blueprint
Georgia
$766K -$495K -6,793 -38%
MML Investors Services
35
MML Investors Services
Massachusetts
$740K -$316K -4,338 -29%
C1AG
36
Client 1st Advisory Group
Florida
$713K -$260K -3,570 -26%
SCA
37
Snowden Capital Advisors
New York
$668K -$114K -1,562 -14%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$622K -$888K -12,173 -57%
ME
39
McIlrath & Eck
Washington
$562K +$4.52K +62 +0.8%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$554K -$1.6K -22 -0.3%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$550K -$18.8K -258 -3%
VF
42
Virtu Financial
New York
$535K +$565K +7,747 New
KAS
43
Kestra Advisory Services
Texas
$524K -$71.7K -983 -11%
PAG
44
Private Advisor Group
New Jersey
$517K +$547K +7,496 New
SB
45
Sunflower Bank
Texas
$517K -$83.1K -1,140 -13%
DADC
46
D.A. Davidson & Co
Montana
$514K
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$473K -$154K -2,114 -24%
IAIM
48
International Assets Investment Management
Florida
$450K -$67.8K -930 -12%
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$427K
TFF
50
The Family Firm
Maryland
$394K

IXG Hedge Fund Activity: Q1 2023 in Review

131 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q1 2023, worth a combined $176M — down 89% from $1.67B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of IXG and 18 opened new positions — a net loss of 4 holders — while 57 trimmed existing stakes and 22 added.

The largest buyer was Phoenix Financial, opening a new position worth an estimated $26.7M. The largest seller was Cambria Investment Management, exiting entirely with an estimated $13.3M sold.

  • 131 institutional investors held iShares Global Financials ETF (IXG) as of Q1 2023, down from 139 in Q4 2022.
  • Funds reported $176M of iShares Global Financials ETF stock for Q1 2023, down 89% quarter-over-quarter.
  • 18 funds opened new iShares Global Financials ETF positions in Q1 2023 and 22 closed out, a net change of -4 holders.
  • The largest iShares Global Financials ETF buyer in Q1 2023 was Phoenix Financial, an estimated $26.7M added.
  • The largest iShares Global Financials ETF seller in Q1 2023 was Cambria Investment Management, an estimated $13.3M sold.

Based on aggregated 13F filings for Q1 2023.