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iShares Global Financials ETF
IXG

114 hedge funds and large institutions have $167M invested in iShares Global Financials ETF in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 45 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.24% more ownership

Funds ownership: 40.3% → 41.54% (+1.2%)

7% less capital invested

Capital invested by funds: $180M → $167M (-$13.2M)

8% less funds holding

Funds holding: 124 → 114 (-10)

41% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 17

60% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 45

Holders
114
Holders Change
-10
Holders Change %
-8.06%
% of All Funds
1.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
18
Reduced
45
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$4.81M
2
Citadel Advisors
Citadel Advisors
Florida
+$2.32M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$2.13M
4
AIC
Ayalon Insurance Company
Israel
+$676K
5
Cerity Partners
Cerity Partners
New York
+$673K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$30.5M
2
SC
Scotia Capital
Ontario, Canada
-$1.4M
3
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
-$930K
4
MD
Money Design
Japan
-$889K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$682K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cerity Partners
26
Cerity Partners
New York
$718K +$673K +8,285 New
Wells Fargo
27
Wells Fargo
California
$672K -$90K -1,108 -13%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$619K +$340K +4,181 +141%
IPAM
29
ICICI Prudential Asset Management
India
$611K -$163K -2,010 -22%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$573K +$17.6K +217 +3%
GIA
31
Gladstone Institutional Advisory
Florida
$500K +$468K +5,768 New
TFF
32
The Family Firm
Maryland
$478K – – –
Fisher Asset Management
33
Fisher Asset Management
Washington
$475K -$18.8K -231 -4%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$466K -$84.3K -1,038 -16%
PAG
35
Private Advisor Group
New Jersey
$460K -$37.2K -458 -8%
RJA
36
Raymond James & Associates
Florida
$425K +$6.66K +82 +2%
DADC
37
D.A. Davidson & Co
Montana
$420K -$84.3K -1,038 -18%
HighTower Advisors
38
HighTower Advisors
Illinois
$419K -$1.14K -14 -0.3%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$418K -$34.3K -422 -8%
JEST
40
JTC Employer Solutions Trustee
Jersey
$406K – – –
GCA
41
Greenwood Capital Associates
South Carolina
$369K – – –
National Bank of Canada
42
National Bank of Canada
Quebec, Canada
$363K +$9.66K +119 +3%
FDCDDQ
43
Federation des caisses Desjardins du Quebec
Quebec, Canada
$361K -$62.9K -775 -16%
IAIM
44
International Assets Investment Management
Florida
$355K -$36.5K -450 -10%
MLIC
45
Mandatum Life Insurance Company
Finland
$325K – – –
C1AG
46
Client 1st Advisory Group
Florida
$305K -$21.1K -260 -7%
SB
47
Sunflower Bank
Texas
$302K -$300K -3,690 -51%
SWM
48
Spire Wealth Management
Virginia
$283K -$258K -3,172 -49%
CA
49
Cetera Advisors
Colorado
$281K +$21.8K +269 +9%
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$263K – – –
1
2
3 4 5

IXG Hedge Fund Activity: Q1 2024 in Review

114 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q1 2024, worth a combined $167M — down 7.3% from $180M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of IXG and 10 opened new positions — a net loss of 7 holders — while 45 trimmed existing stakes and 18 added.

The largest buyer was Jane Street, adding an estimated $4.81M. The largest seller was Morgan Stanley, cutting an estimated $30.5M.

  • 114 institutional investors held iShares Global Financials ETF (IXG) as of Q1 2024, down from 124 in Q4 2023.
  • Funds reported $167M of iShares Global Financials ETF stock for Q1 2024, down 7.3% quarter-over-quarter.
  • 10 funds opened new iShares Global Financials ETF positions in Q1 2024 and 17 closed out, a net change of -7 holders.
  • The largest iShares Global Financials ETF buyer in Q1 2024 was Jane Street, an estimated $4.81M added.
  • The largest iShares Global Financials ETF seller in Q1 2024 was Morgan Stanley, an estimated $30.5M sold.

Based on aggregated 13F filings for Q1 2024.