iShares Global Financials ETF
IXG
52 hedge funds and large institutions have $93M invested in iShares Global Financials ETF in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 1 closing their positions.
700% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 1
48% more capital invested
Capital invested by funds: $62.8M → $93M (+$30.2M)
16% more funds holding
Funds holding: 45 → 52 (+7)
9.07% more ownership
Funds ownership: 20.71% → 29.78% (+9.1%)
12% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 17
Top Buyers
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$12.7M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.39M |
| 3 |
AssetMark Inc
Concord,
California
|
+$5.14M |
| 4 |
SG Americas Securities
New York
|
+$3.47M |
| 5 |
Jane Street
New York
|
+$2.63M |
Top Sellers
| 1 |
LPL Financial
San Diego,
California
|
-$985K |
| 2 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$605K |
| 3 |
Nomura Asset Management
Tokyo,
Japan
|
-$568K |
| 4 |
Morgan Stanley
New York
|
-$465K |
| 5 |
U
UBS
Zurich,
Switzerland
|
-$438K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FNBT
51
FineMark National Bank & Trust
Fort Myers,
Florida
| $3K | +$57 | +1 | +2% |
|
|
BFEC
52
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $1K | – | – | – |
|
53
Credit Agricole
Montrouge Cedex,
France
| – | -$51K | -890 | Closed |
|
IXG Hedge Fund Activity: Q3 2014 in Review
52 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q3 2014, worth a combined $93M — up 48% from $62.8M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new IXG positions and 1 closed out — a net gain of 7 holders — while 15 added to existing stakes and 17 trimmed.
The largest buyer was Beaumont Financial Advisors, adding an estimated $12.7M. The largest seller was LPL Financial, cutting an estimated $985K.
- 52 institutional investors held iShares Global Financials ETF (IXG) as of Q3 2014, up from 45 in Q2 2014.
- Funds reported $93M of iShares Global Financials ETF stock for Q3 2014, up 48% quarter-over-quarter.
- 8 funds opened new iShares Global Financials ETF positions in Q3 2014 and 1 closed out, a net change of +7 holders.
- The largest iShares Global Financials ETF buyer in Q3 2014 was Beaumont Financial Advisors, an estimated $12.7M added.
- The largest iShares Global Financials ETF seller in Q3 2014 was LPL Financial, an estimated $985K sold.
Based on aggregated 13F filings for Q3 2014.