We are live on ! Find out more
IXG icon

iShares Global Financials ETF
IXG

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

170% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 10

133% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 15

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

21% more funds holding

Funds holding: 77 → 93 (+16)

21% more capital invested

Capital invested by funds: $185M → $224M (+$38.1M)

0.15% more ownership

Funds ownership: 40.59% → 40.74% (+0.15%)

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

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.79M
2
UBS Group
UBS Group
Switzerland
+$3.5M
3
Wells Fargo
Wells Fargo
California
+$3.06M
4
Citadel Advisors
Citadel Advisors
Florida
+$2.83M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.32M

Top Sellers

Rank Fund Capital Flow
1
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
-$7.16M
2
SG Americas Securities
SG Americas Securities
New York
-$6.2M
3
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
-$3.25M
4
Jane Street
Jane Street
New York
-$1.78M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$1.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
AG
51
Advisor Group
Arizona
$317K +$1.09K +16 +0.4%
UCFA
52
United Capital Financial Advisors
Texas
$309K -$25.1K -368 -8%
LTFS
53
Ladenburg Thalmann Financial Services
Florida
$304K +$76K +1,114 +35%
FRA
54
Front Row Advisors
California
$266K +$259K +3,799 New
SB
55
Suntrust Banks
Georgia
$256K +$344K +5,046 New
VFA
56
Voya Financial Advisors
Connecticut
$239K +$233K +3,409 New
OC
57
Oppenheimer & Co
New York
$235K +$229K +3,354 New
MML Investors Services
58
MML Investors Services
Massachusetts
$220K +$4.44K +65 +2%
MLFP
59
MPS Loria Financial Planners
Illinois
$203K +$198K +2,902 New
SWP
60
Stratos Wealth Partners
Ohio
$153K +$149K +2,190 New
FANJ
61
Financial Architects (New Jersey)
New Jersey
$112K +$1.02K +15 +0.9%
PWM
62
Perigon Wealth Management
California
$95K -$404K -5,915 -81%
MLIC
63
Mandatum Life Insurance Company
Finland
$88K +$85.7K +1,255 New
VFA
64
Valeo Financial Advisors
Indiana
$76K +$683 +10 +0.9%
Bessemer Group
65
Bessemer Group
New Jersey
$66K +$64.2K +940 New
Citigroup
66
Citigroup
New York
$56K +$13.4K +196 +32%
HI
67
Hudock Inc
Pennsylvania
$46K +$410 +6 +0.9%
FAAS
68
First Allied Advisory Services
California
$46K +$46.2K +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 +$273 +4 +1%
1IA
74
1834 Investment Advisors
Wisconsin
$22K +$21.6K +316 New
SEI Investments
75
SEI Investments
Pennsylvania
$21K – – –
1 2
3
4 5

IXG Hedge Fund Activity: Q4 2017 in Review

93 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q4 2017, worth a combined $224M — up 21% from $185M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IXG positions and 10 closed out — a net gain of 17 holders — while 35 added to existing stakes and 15 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.79M. The largest seller was Wilbanks Smith & Thomas Asset Management, exiting entirely with an estimated $7.16M sold.

  • 93 institutional investors held iShares Global Financials ETF (IXG) as of Q4 2017, up from 77 in Q3 2017.
  • Funds reported $224M of iShares Global Financials ETF stock for Q4 2017, up 21% quarter-over-quarter.
  • 27 funds opened new iShares Global Financials ETF positions in Q4 2017 and 10 closed out, a net change of +17 holders.
  • The largest iShares Global Financials ETF buyer in Q4 2017 was Morgan Stanley, an estimated $3.79M added.
  • The largest iShares Global Financials ETF seller in Q4 2017 was Wilbanks Smith & Thomas Asset Management, an estimated $7.16M sold.

Based on aggregated 13F filings for Q4 2017.