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iShares Global Financials ETF
IXG

Overview Fund Activity

93 hedge funds and large institutions have $224M invested in iShares Global Financials ETF in 2017 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 35 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
+16
Holders Change %
+20.78%
% of All Funds
2.11%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
27
Increased
35
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$38.5M
2
UBS Group
2
UBS Group
Switzerland
$5.72M
3
Wells Fargo
3
Wells Fargo
California
$6.59M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.63M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.86M

Top Sellers

1
WSTAM
1
Wilbanks Smith & Thomas Asset Management
Virginia
$0
2
SG Americas Securities
2
SG Americas Securities
New York
$0
3
Fifth Third Bancorp
3
Fifth Third Bancorp
Ohio
$990K
4
Jane Street
4
Jane Street
New York
$0
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$15.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
51
Advisor Group
Arizona
$317K +$1.12K +16 +0.4%
UCFA
52
United Capital Financial Advisors
Texas
$309K -$25.7K -368 -8%
LTFS
53
Ladenburg Thalmann Financial Services
Florida
$304K +$78.1K +1,114 +35%
FRA
54
Front Row Advisors
California
$266K +$266K +3,799 New
SB
55
Suntrust Banks
Georgia
$256K +$256K +5,046 New
VFA
56
Voya Financial Advisors
Connecticut
$239K +$239K +3,409 New
OC
57
Oppenheimer & Co
New York
$235K +$235K +3,354 New
MML Investors Services
58
MML Investors Services
Massachusetts
$220K +$4.54K +65 +2%
MLFP
59
MPS Loria Financial Planners
Illinois
$203K +$203K +2,902 New
SWP
60
Stratos Wealth Partners
Ohio
$153K +$153K +2,190 New
FANJ
61
Financial Architects (New Jersey)
New Jersey
$112K +$1.05K +15 +0.9%
PWM
62
Perigon Wealth Management
California
$95K -$413K -5,915 -81%
MLIC
63
Mandatum Life Insurance Company
Finland
$88K +$88K +1,255 New
VFA
64
Valeo Financial Advisors
Indiana
$76K +$696 +10 +0.9%
Bessemer Group
65
Bessemer Group
New Jersey
$66K +$66K +940 New
Citigroup
66
Citigroup
New York
$56K +$13.6K +196 +32%
HI
67
Hudock Inc
Pennsylvania
$46K +$418 +6 +0.9%
FAAS
68
First Allied Advisory Services
California
$46K +$46K +677 New
US Bancorp
69
US Bancorp
Minnesota
$35K – – –
EDRH
70
Edmond de Rothschild Holding
Switzerland
$32K – – –
HIIFS
71
Harel Insurance Investments & Financial Services
Israel
$29K – – –
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$24K – – –
TCM
73
TD Capital Management
Tennessee
$24K +$283 +4 +1%
1IA
74
1834 Investment Advisors
Wisconsin
$22K +$22K +316 New
SEI Investments
75
SEI Investments
Pennsylvania
$21K – – –
1 2
3
4 5