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iShares Global Financials ETF

127 hedge funds and large institutions have $167M invested in iShares Global Financials ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 27 increasing their positions, 38 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 3

12% more funds holding

Funds holding: 113127 (+14)

9% more capital invested

Capital invested by funds: $153M → $167M (+$13.9M)

5.41% less ownership

Funds ownership: 44.07%38.65% (-5.4%)

29% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 38

Holders
127
Holders Change
+14
Holders Change %
+12.39%
% of All Funds
1.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
27
Reduced
38
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mirae Asset Global Investments
26
Mirae Asset Global Investments
South Korea
$1.26M -$390K -4,000 -23%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$863K -$1.33M -13,646 -60%
SCA
28
Snowden Capital Advisors
New York
$844K +$1.27K +13 +0.1%
IPAM
29
ICICI Prudential Asset Management
India
$677K
MML Investors Services
30
MML Investors Services
Massachusetts
$640K -$88.6K -909 -12%
Raymond James Financial
31
Raymond James Financial
Florida
$605K +$614K +6,295 New
Cerity Partners
32
Cerity Partners
New York
$597K -$37.5K -385 -6%
PAG
33
Private Advisor Group
New Jersey
$592K +$88.3K +906 +17%
EH
34
Equitable Holdings
New York
$582K +$6.24K +64 +1%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$574K -$9.26K -95 -2%
Creative Planning
36
Creative Planning
Kansas
$536K +$50.3K +516 +10%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$507K -$6.24K -64 -1%
TFF
38
The Family Firm
Maryland
$504K -$32.8K -336 -6%
JEST
39
JTC Employer Solutions Trustee
Jersey
$452K
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$446K -$18.8K -193 -4%
CPC
41
Cookson Peirce & Co
Pennsylvania
$428K +$182K +1,864 +72%
TPW
42
Tiller Private Wealth
Pennsylvania
$406K
National Bank of Canada
43
National Bank of Canada
Quebec, Canada
$398K +$9.75K +100 +2%
HighTower Advisors
44
HighTower Advisors
Illinois
$367K +$15.5K +159 +4%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$367K +$198K +2,028 +113%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$341K -$6.92K -71 -2%
Citigroup
47
Citigroup
New York
$319K -$24K -246 -7%
Fisher Asset Management
48
Fisher Asset Management
Washington
$319K -$211K -2,161 -39%
LIA
49
Lynx Investment Advisory
District of Columbia
$309K +$42K +431 +15%
DADC
50
D.A. Davidson & Co
Montana
$308K

IXG Hedge Fund Activity: Q4 2024 in Review

127 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q4 2024, worth a combined $167M — up 9.1% from $153M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IXG positions and 3 closed out — a net gain of 15 holders — while 27 added to existing stakes and 38 trimmed.

The largest buyer was Banco Santander, opening a new position worth an estimated $4.61M. The largest seller was International Assets Investment Management, cutting an estimated $30.8M.

  • 127 institutional investors held iShares Global Financials ETF (IXG) as of Q4 2024, up from 113 in Q3 2024.
  • Funds reported $167M of iShares Global Financials ETF stock for Q4 2024, up 9.1% quarter-over-quarter.
  • 18 funds opened new iShares Global Financials ETF positions in Q4 2024 and 3 closed out, a net change of +15 holders.
  • The largest iShares Global Financials ETF buyer in Q4 2024 was Banco Santander, an estimated $4.61M added.
  • The largest iShares Global Financials ETF seller in Q4 2024 was International Assets Investment Management, an estimated $30.8M sold.

Based on aggregated 13F filings for Q4 2024.