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iShares Global Financials ETF

128 hedge funds and large institutions have $281M invested in iShares Global Financials ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

1% more funds holding

Funds holding: 127128 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

59% less call options, than puts

Call options by funds: $5.61M | Put options by funds: $13.9M

Holders
128
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.61M
Puts
$13.9M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPC
51
Cookson Peirce & Co
Pennsylvania
$469K
GIA
52
Gladstone Institutional Advisory
Florida
$449K
IWC
53
Integrated Wealth Concepts
Massachusetts
$449K
National Bank of Canada
54
National Bank of Canada
Quebec, Canada
$421K
WC
55
Waterloo Capital
Texas
$407K
Vontobel Holding
56
Vontobel Holding
Switzerland
$350K
FDCDDQ
57
Federation des caisses Desjardins du Quebec
Quebec, Canada
$350K
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$344K
Fifth Third Bancorp
59
Fifth Third Bancorp
Ohio
$337K
MFIM
60
Mesirow Financial Investment Management
Illinois
$324K
MA
61
MONECO Advisors
Connecticut
$317K
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$304K
MCM
63
MontVue Capital Management
Virginia
$299K
IAIM
64
International Assets Investment Management
Florida
$294K
DADC
65
D.A. Davidson & Co
Montana
$294K
ME
66
McIlrath & Eck
Washington
$293K
PWM
67
Partners Wealth Management
California
$288K
KPWS
68
Kestra Private Wealth Services
Texas
$274K
WA
69
Waverly Advisors
Alabama
$271K
Stifel Financial
70
Stifel Financial
Missouri
$270K
SEIA
71
Signature Estate & Investment Advisors
California
$264K
CIBC World Market
72
CIBC World Market
Ontario, Canada
$264K
SFC
73
Strategic Financial Concepts
Texas
$257K
Mercer Global Advisors
74
Mercer Global Advisors
Colorado
$252K
JP Morgan Chase
75
JP Morgan Chase
New York
$248K