iShares Global Financials ETF
IXG
51 hedge funds and large institutions have $66M invested in iShares Global Financials ETF in 2015 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 5 closing their positions.
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
30% more capital invested
Capital invested by funds: $50.7M → $66M (+$15.3M)
9% more funds holding
Funds holding: 47 → 51 (+4)
3.73% more ownership
Funds ownership: 19.54% → 23.27% (+3.7%)
7% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 15
Top Buyers
Top Sellers
| 1 |
Goldman Sachs
New York
|
-$1.93M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.49M |
| 3 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$1.43M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.27M |
| 5 |
Jane Street
New York
|
-$752K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BFA
51
Beaumont Financial Advisors
Needham,
Massachusetts
| – | -$1.43M | -25,035 | Closed |
|
|
11A
52
10-15 Associates
Goshen,
New York
| – | -$686K | -12,055 | Closed |
|
|
PWAP
53
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
| – | -$233K | -4,096 | Closed |
|
|
TRCT
54
Tower Research Capital (TRC)
New York
| – | -$45K | -792 | Closed |
|
55
Creative Planning
Overland Park,
Kansas
| – | -$34K | -600 | Closed |
|
IXG Hedge Fund Activity: Q2 2015 in Review
51 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q2 2015, worth a combined $66M — up 30% from $50.7M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IXG positions and 5 closed out — a net gain of 4 holders — while 16 added to existing stakes and 15 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $6.46M. The largest seller was Goldman Sachs, cutting an estimated $1.93M.
- 51 institutional investors held iShares Global Financials ETF (IXG) as of Q2 2015, up from 47 in Q1 2015.
- Funds reported $66M of iShares Global Financials ETF stock for Q2 2015, up 30% quarter-over-quarter.
- 9 funds opened new iShares Global Financials ETF positions in Q2 2015 and 5 closed out, a net change of +4 holders.
- The largest iShares Global Financials ETF buyer in Q2 2015 was Citadel Advisors, an estimated $6.46M added.
- The largest iShares Global Financials ETF seller in Q2 2015 was Goldman Sachs, an estimated $1.93M sold.
Based on aggregated 13F filings for Q2 2015.