IXG icon

iShares Global Financials ETF

136 hedge funds and large institutions have $294M invested in iShares Global Financials ETF in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 45 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

2.3% less ownership

Funds ownership: 47.73%45.44% (-2.3%)

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
136
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.56M
Puts
$13.2M
Net Calls
Net Calls Change

Top Buyers

1 +$11.4M
2 +$3.8M
3 +$2.07M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.68M
5
Raymond James Financial
Raymond James Financial
Florida
+$1.53M

Top Sellers

1 -$3.24M
2 -$2.56M
3 -$2.03M
4
Morgan Stanley
Morgan Stanley
New York
-$1.83M
5
Ameriprise
Ameriprise
Minnesota
-$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$503K
GIA
52
Gladstone Institutional Advisory
Florida
$501K
CPC
53
Cookson Peirce & Co
Pennsylvania
$492K
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$481K
IWC
55
Integrated Wealth Concepts
Massachusetts
$479K
Mirae Asset Global Investments
56
Mirae Asset Global Investments
South Korea
$455K
National Bank of Canada
57
National Bank of Canada
Quebec, Canada
$447K
BPA
58
Beacon Pointe Advisors
California
$409K
WANY
59
Wealthspire Advisors (New York)
New York
$400K
AWM
60
AE Wealth Management
Kansas
$390K
Stifel Financial
61
Stifel Financial
Missouri
$386K
FDCDDQ
62
Federation des caisses Desjardins du Quebec
Quebec, Canada
$362K
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$349K
TWM
64
TCFG Wealth Management
California
$337K
MFIM
65
Mesirow Financial Investment Management
Illinois
$335K
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$313K
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$310K
MCM
68
MontVue Capital Management
Virginia
$309K
DADC
69
D.A. Davidson & Co
Montana
$304K
GS
70
GTS Securities
New York
$303K
Wealth Enhancement Advisory Services
71
Wealth Enhancement Advisory Services
Minnesota
$300K
PWM
72
Partners Wealth Management
California
$298K
ME
73
McIlrath & Eck
Washington
$291K
KPWS
74
Kestra Private Wealth Services
Texas
$286K
SEIA
75
Signature Estate & Investment Advisors
California
$275K