iShares Global Financials ETF
IXG
48 hedge funds and large institutions have $81.4M invested in iShares Global Financials ETF in 2013 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 16 increasing their positions, 10 reducing their positions, and 4 closing their positions.
225% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 4
60% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 10
23% more funds holding
Funds holding: 39 → 48 (+9)
12% more capital invested
Capital invested by funds: $72.7M → $81.4M (+$8.74M)
1.95% more ownership
Funds ownership: 24.09% → 26.05% (+2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
+$2.72M |
| 2 |
Morgan Stanley
New York
|
+$827K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$795K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$687K |
| 5 |
VKH
Virtu KCG Holdings
New York
|
+$683K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OC
Oppenheimer & Co
New York
|
-$5.36M |
| 2 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$1.4M |
| 3 |
GCAC
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
|
-$542K |
| 4 |
AIG
American International Group
New York
|
-$331K |
| 5 |
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
|
-$140K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Brown Advisory
Baltimore,
Maryland
| – | -$27K | -520 | Closed |
|
52
Ameriprise
Minneapolis,
Minnesota
| – | -$4K | -80 | Closed |
|
IXG Hedge Fund Activity: Q4 2013 in Review
48 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q4 2013, worth a combined $81.4M — up 12% from $72.7M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new IXG positions and 4 closed out — a net gain of 9 holders — while 16 added to existing stakes and 10 trimmed.
The largest buyer was SG Americas Securities, adding an estimated $2.72M. The largest seller was Oppenheimer & Co, exiting entirely with an estimated $5.36M sold.
- 48 institutional investors held iShares Global Financials ETF (IXG) as of Q4 2013, up from 39 in Q3 2013.
- Funds reported $81.4M of iShares Global Financials ETF stock for Q4 2013, up 12% quarter-over-quarter.
- 13 funds opened new iShares Global Financials ETF positions in Q4 2013 and 4 closed out, a net change of +9 holders.
- The largest iShares Global Financials ETF buyer in Q4 2013 was SG Americas Securities, an estimated $2.72M added.
- The largest iShares Global Financials ETF seller in Q4 2013 was Oppenheimer & Co, an estimated $5.36M sold.
Based on aggregated 13F filings for Q4 2013.