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iShares Global Financials ETF

129 hedge funds and large institutions have $221M invested in iShares Global Financials ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 30

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

17% more capital invested

Capital invested by funds: $189M → $221M (+$32.5M)

1.73% more ownership

Funds ownership: 40.33%42.07% (+1.7%)

2% more funds holding

Funds holding: 127129 (+2)

Holders
129
Holders Change
+2
Holders Change %
+1.57%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
42
Reduced
30
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$944K +$74.8K +714 +9%
HighTower Advisors
27
HighTower Advisors
Illinois
$897K +$5.45K +52 +0.6%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$847K +$175K +1,668 +28%
DZ Bank
29
DZ Bank
Germany
$847K
LAM
30
LOM Asset Management
$835K +$789K +7,530 New
Fisher Asset Management
31
Fisher Asset Management
Washington
$740K +$43.8K +418 +7%
PAG
32
Private Advisor Group
New Jersey
$701K +$25.2K +240 +4%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$685K +$102K +972 +19%
MML Investors Services
34
MML Investors Services
Massachusetts
$639K -$5.76K -55 -0.9%
KIA
35
KCM Investment Advisors
California
$618K +$584K +5,576 New
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$601K -$24.7K -236 -4%
Cerity Partners
37
Cerity Partners
New York
$575K -$107K -1,023 -16%
Creative Planning
38
Creative Planning
Kansas
$539K
EH
39
Equitable Holdings
New York
$535K -$352K -3,361 -41%
JEST
40
JTC Employer Solutions Trustee
Jersey
$522K
TPW
41
Tiller Private Wealth
Pennsylvania
$494K +$16.2K +155 +4%
Mirae Asset Global Investments
42
Mirae Asset Global Investments
South Korea
$477K -$517K -4,930 -53%
CPC
43
Cookson Peirce & Co
Pennsylvania
$457K -$18.1K -173 -4%
FWA
44
FSM Wealth Advisors
Ohio
$453K +$427K +4,075 New
Vontobel Holding
45
Vontobel Holding
Switzerland
$443K -$210K -2,000 -33%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$428K +$37.3K +356 +10%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$415K
Citigroup
48
Citigroup
New York
$401K -$2.1K -20 -0.6%
National Bank of Canada
49
National Bank of Canada
Quebec, Canada
$395K -$9.96K -95 -3%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$389K -$39.5K -377 -10%

IXG Hedge Fund Activity: Q2 2025 in Review

129 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q2 2025, worth a combined $221M — up 17% from $189M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IXG positions and 9 closed out — a net gain of 3 holders — while 42 added to existing stakes and 30 trimmed.

The largest buyer was EWG Elevate, adding an estimated $9.6M. The largest seller was Pictet Asset Management, cutting an estimated $11.6M.

  • 129 institutional investors held iShares Global Financials ETF (IXG) as of Q2 2025, up from 127 in Q1 2025.
  • Funds reported $221M of iShares Global Financials ETF stock for Q2 2025, up 17% quarter-over-quarter.
  • 12 funds opened new iShares Global Financials ETF positions in Q2 2025 and 9 closed out, a net change of +3 holders.
  • The largest iShares Global Financials ETF buyer in Q2 2025 was EWG Elevate, an estimated $9.6M added.
  • The largest iShares Global Financials ETF seller in Q2 2025 was Pictet Asset Management, an estimated $11.6M sold.

Based on aggregated 13F filings for Q2 2025.