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iShares Global Financials ETF

139 hedge funds and large institutions have $295M invested in iShares Global Financials ETF in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

32% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 34

7% more funds holding

Funds holding: 130139 (+9)

5% more capital invested

Capital invested by funds: $281M → $295M (+$13.3M)

2.24% less ownership

Funds ownership: 47.75%45.52% (-2.2%)

43% less call options, than puts

Call options by funds: $7.56M | Put options by funds: $13.2M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
139
Holders Change
+9
Holders Change %
+6.92%
% of All Funds
1.69%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
45
Reduced
34
Closed
10
Calls
$7.56M
Puts
$13.2M
Net Calls
-$5.66M
Net Calls Change
+$2.58M
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$1.75M +$1.68M +14,455 New
DI
27
Decision Investments
California
$1.49M +$1.44M +12,346 New
SAM
28
Smartleaf Asset Management
Massachusetts
$1.45M +$377K +3,237 +37%
UBS Group
29
UBS Group
Switzerland
$1.36M +$51.7K +444 +4%
FTUS
30
Flow Traders U.S.
New York
$1.33M -$25.5K -219 -2%
Citigroup
31
Citigroup
New York
$1.28M +$105K +902 +9%
SCA
32
Snowden Capital Advisors
New York
$1.17M -$17.4K -149 -2%
FWA
33
FSM Wealth Advisors
Ohio
$1.05M +$226K +1,937 +29%
LAM
34
LOM Asset Management
$1.03M
PS
35
Principal Securities
Iowa
$1.02M -$1.98K -17 -0.2%
KAS
36
Kestra Advisory Services
Texas
$992K +$6.05K +52 +0.6%
Goldman Sachs
37
Goldman Sachs
New York
$975K +$940K +8,070 New
Fisher Asset Management
38
Fisher Asset Management
Washington
$807K -$11.9K -102 -2%
OSAM
39
O'Shaughnessy Asset Management
Connecticut
$789K +$638K +5,477 +521%
HH
40
Hilltop Holdings
Texas
$756K +$179K +1,535 +33%
EH
41
Equitable Holdings
New York
$753K -$6.87K -59 -0.9%
KIA
42
KCM Investment Advisors
California
$710K +$18.6K +160 +3%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$634K -$15.7K -135 -3%
MWM
44
MGB Wealth Management
Texas
$623K +$598K +5,139 New
MML Investors Services
45
MML Investors Services
Massachusetts
$572K +$12.6K +108 +2%
JEST
46
JTC Employer Solutions Trustee
Jersey
$568K
TPW
47
Tiller Private Wealth
Pennsylvania
$556K +$14.6K +125 +3%
WC
48
Waterloo Capital
Texas
$529K +$104K +897 +26%
Jones Financial Companies
49
Jones Financial Companies
Missouri
$529K -$1.75K -15 -0.3%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$514K +$18.4K +158 +4%