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iShares Global Financials ETF

136 hedge funds and large institutions have $222M invested in iShares Global Financials ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 33 increasing their positions, 38 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 18

2% less funds holding

Funds holding: 139136 (-3)

2.74% less ownership

Funds ownership: 45.52%42.78% (-2.7%)

13% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 38

25% less capital invested

Capital invested by funds: $295M → $222M (-$72.7M)

Holders
136
Holders Change
-3
Holders Change %
-2.16%
% of All Funds
1.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
33
Reduced
38
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$1.31M -$6.78M -57,113 -83%
GIA
27
Gladstone Institutional Advisory
Florida
$1.25M +$807K +6,792 +164%
Northern Trust
28
Northern Trust
Illinois
$1.22M +$1.27M +10,692 New
LAM
29
LOM Asset Management
$1.19M +$226K +1,900 +22%
Citigroup
30
Citigroup
New York
$1.18M -$25.8K -217 -2%
UBS Group
31
UBS Group
Switzerland
$1.17M -$124K -1,044 -9%
SCA
32
Snowden Capital Advisors
New York
$1.07M -$27.4K -231 -2%
FWA
33
FSM Wealth Advisors
Ohio
$1.06M +$66.4K +559 +6%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$1.03M -$1.7M -14,337 -61%
PS
35
Principal Securities
Iowa
$998K +$36.8K +310 +4%
KAS
36
Kestra Advisory Services
Texas
$969K +$34.8K +293 +4%
EH
37
Equitable Holdings
New York
$905K +$150K +1,261 +20%
OSAM
38
O'Shaughnessy Asset Management
Connecticut
$744K
KIA
39
KCM Investment Advisors
California
$742K +$74.6K +628 +11%
SWP
40
Sagespring Wealth Partners
Tennessee
$611K +$637K +5,361 New
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$597K +$149K +1,256 +32%
VF
42
Virtu Financial
New York
$592K +$617K +5,194 New
JEST
43
JTC Employer Solutions Trustee
Jersey
$536K
TPW
44
Tiller Private Wealth
Pennsylvania
$520K -$4.75K -40 -0.9%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$515K +$31.1K +262 +6%
JBA
46
Johnson Bixby & Associates
Washington
$496K -$15.1M -126,864 -97%
Creative Planning
47
Creative Planning
Kansas
$490K +$15.6K +131 +3%
PAG
48
Private Advisor Group
New Jersey
$489K -$1.54M -12,935 -75%
CPC
49
Cookson Peirce & Co
Pennsylvania
$480K +$16.5K +139 +3%
Jones Financial Companies
50
Jones Financial Companies
Missouri
$478K -$4.04K -34 -0.8%

IXG Hedge Fund Activity: Q1 2026 in Review

136 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q1 2026, worth a combined $222M — down 25% from $295M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IXG positions and 18 closed out — a net gain of 2 holders — while 33 added to existing stakes and 38 trimmed.

The largest buyer was Avior Wealth Management, opening a new position worth an estimated $10.9M. The largest seller was Pictet Asset Management, exiting entirely with an estimated $41.1M sold.

  • 136 institutional investors held iShares Global Financials ETF (IXG) as of Q1 2026, down from 139 in Q4 2025.
  • Funds reported $222M of iShares Global Financials ETF stock for Q1 2026, down 25% quarter-over-quarter.
  • 20 funds opened new iShares Global Financials ETF positions in Q1 2026 and 18 closed out, a net change of +2 holders.
  • The largest iShares Global Financials ETF buyer in Q1 2026 was Avior Wealth Management, an estimated $10.9M added.
  • The largest iShares Global Financials ETF seller in Q1 2026 was Pictet Asset Management, an estimated $41.1M sold.

Based on aggregated 13F filings for Q1 2026.