iShares Global Financials ETF
IXG
112 hedge funds and large institutions have $147M invested in iShares Global Financials ETF in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 40 reducing their positions, and 15 closing their positions.
5,429% more call options, than puts
Call options by funds: $387K | Put options by funds: $7K
2.31% less ownership
Funds ownership: 38.95% → 36.63% (-2.3%)
8% less funds holding
Funds holding: 122 → 112 (-10)
11% less capital invested
Capital invested by funds: $166M → $147M (-$18.6M)
45% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 40
53% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 15
Top Buyers
| 1 |
RBA
Richard Bernstein Advisors
New York
|
+$4.8M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$3.56M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.44M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.2M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$878K |
Top Sellers
| 1 |
Jane Street
New York
|
-$11.1M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$5.41M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.4M |
| 4 |
IPAM
ICICI Prudential Asset Management
Mumbai,
India
|
-$1.2M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.15M |
IXG Hedge Fund Activity: Q3 2023 in Review
112 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q3 2023, worth a combined $147M — down 11% from $166M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of IXG and 7 opened new positions — a net loss of 8 holders — while 40 trimmed existing stakes and 22 added.
The largest buyer was Richard Bernstein Advisors, adding an estimated $4.8M. The largest seller was Jane Street, cutting an estimated $11.1M.
- 112 institutional investors held iShares Global Financials ETF (IXG) as of Q3 2023, down from 122 in Q2 2023.
- Funds reported $147M of iShares Global Financials ETF stock for Q3 2023, down 11% quarter-over-quarter.
- 7 funds opened new iShares Global Financials ETF positions in Q3 2023 and 15 closed out, a net change of -8 holders.
- The largest iShares Global Financials ETF buyer in Q3 2023 was Richard Bernstein Advisors, an estimated $4.8M added.
- The largest iShares Global Financials ETF seller in Q3 2023 was Jane Street, an estimated $11.1M sold.
Based on aggregated 13F filings for Q3 2023.