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iShares Global Financials ETF

113 hedge funds and large institutions have $153M invested in iShares Global Financials ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 44 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $135M → $153M (+$18M)

3.34% more ownership

Funds ownership: 40.72%44.07% (+3.3%)

4% less funds holding

Funds holding: 118113 (-5)

31% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 16

59% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 44

Holders
113
Holders Change
-5
Holders Change %
-4.24%
% of All Funds
1.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
18
Reduced
44
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
26
Cerity Partners
New York
$625K -$13.7K -152 -2%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$574K +$18.5K +206 +4%
EH
28
Equitable Holdings
New York
$567K -$25.4K -282 -4%
Wells Fargo
29
Wells Fargo
California
$565K -$43.8K -487 -8%
TFF
30
The Family Firm
Maryland
$528K
Fisher Asset Management
31
Fisher Asset Management
Washington
$518K -$17.6K -196 -3%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$505K -$34K -378 -7%
PAG
33
Private Advisor Group
New Jersey
$498K -$2.43K -27 -0.5%
Creative Planning
34
Creative Planning
Kansas
$479K
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$457K -$53.2K -591 -11%
JEST
36
JTC Employer Solutions Trustee
Jersey
$444K
RJA
37
Raymond James & Associates
Florida
$437K -$12.9K -143 -3%
TPW
38
Tiller Private Wealth
Pennsylvania
$400K +$22K +245 +6%
National Bank of Canada
39
National Bank of Canada
Quebec, Canada
$382K -$7.02K -78 -2%
HighTower Advisors
40
HighTower Advisors
Illinois
$344K +$30K +333 +10%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$342K -$40.8K -454 -11%
Citigroup
42
Citigroup
New York
$338K +$21.8K +242 +7%
SB
43
Sunflower Bank
Texas
$329K
DADC
44
D.A. Davidson & Co
Montana
$304K
SA
45
Sanctuary Advisors
Indiana
$303K +$28.9K +321 +12%
FDCDDQ
46
Federation des caisses Desjardins du Quebec
Quebec, Canada
$297K -$7.11K -79 -2%
SWM
47
Spire Wealth Management
Virginia
$277K -$4.05K -45 -2%
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$273K -$12.8K -142 -5%
LIA
49
Lynx Investment Advisory
District of Columbia
$263K +$5.22K +58 +2%
MFIM
50
Mesirow Financial Investment Management
Illinois
$262K

IXG Hedge Fund Activity: Q3 2024 in Review

113 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q3 2024, worth a combined $153M — up 13% from $135M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of IXG and 11 opened new positions — a net loss of 5 holders — while 44 trimmed existing stakes and 18 added.

The largest buyer was International Assets Investment Management, adding an estimated $28.3M. The largest seller was Jane Street, exiting entirely with an estimated $14.5M sold.

  • 113 institutional investors held iShares Global Financials ETF (IXG) as of Q3 2024, down from 118 in Q2 2024.
  • Funds reported $153M of iShares Global Financials ETF stock for Q3 2024, up 13% quarter-over-quarter.
  • 11 funds opened new iShares Global Financials ETF positions in Q3 2024 and 16 closed out, a net change of -5 holders.
  • The largest iShares Global Financials ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $28.3M added.
  • The largest iShares Global Financials ETF seller in Q3 2024 was Jane Street, an estimated $14.5M sold.

Based on aggregated 13F filings for Q3 2024.