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iShares Global Financials ETF
IXG

80 hedge funds and large institutions have $155M invested in iShares Global Financials ETF in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 10 increasing their positions, 29 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

4% more funds holding

Funds holding: 77 → 80 (+3)

0.39% more ownership

Funds ownership: 31.31% → 31.71% (+0.39%)

0% more capital invested

Capital invested by funds: $155M → $155M (+$422K)

66% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 29

Holders
80
Holders Change
+3
Holders Change %
+3.9%
% of All Funds
1.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
10
Reduced
29
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$8.76M
2
Citadel Advisors
Citadel Advisors
Florida
+$5.65M
3
Fidelity International
Fidelity International
Bermuda
+$2.81M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
+$2.03M
5
MWM
Merriman Wealth Management
Washington
+$1.1M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$8.25M
2
CIM
Cambria Investment Management
California
-$6.53M
3
UBS Group
UBS Group
Switzerland
-$4.41M
4
RJA
Raymond James & Associates
Florida
-$1.84M
5
Prudential Financial
Prudential Financial
New Jersey
-$1.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
51
Citigroup
New York
$135K +$11.6K +175 +9%
FANJ
52
Financial Architects (New Jersey)
New Jersey
$107K – – –
Fidelity Investments
53
Fidelity Investments
Massachusetts
$90K +$89.5K +1,353 New
VFA
54
Valeo Financial Advisors
Indiana
$69K – – –
HI
55
Hudock Inc
Pennsylvania
$50K – – –
PCG
56
Private Capital Group
Connecticut
$43K – – –
HIIFS
57
Harel Insurance Investments & Financial Services
Israel
$42K – – –
SF
58
Synovus Financial
Georgia
$34K – – –
US Bancorp
59
US Bancorp
Minnesota
$33K – – –
EDRH
60
Edmond de Rothschild Holding
Switzerland
$30K – – –
TCM
61
TD Capital Management
Tennessee
$25K – – –
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$23K – – –
GRP
63
Global Retirement Partners
California
$18K – – –
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$18K +$17.9K +271 New
FHA
65
Flagship Harbor Advisors
Massachusetts
$16K – – –
Barclays
66
Barclays
United Kingdom
$14K – – –
AIM
67
Anchor Investment Management
South Carolina
$13.2K – – –
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$13K +$1.65K +25 +14%
ASN
69
Advisory Services Network
Georgia
$9K – – –
GWM
70
Geneos Wealth Management
Colorado
$7K – – –
QCIG
71
Quad-Cities Investment Group
Iowa
$7K – – –
WTB
72
Washington Trust Bank
Washington
$7K – – –
TRCT
73
Tower Research Capital (TRC)
New York
$7K +$6.62K +100 New
JCM
74
Jacobi Capital Management
Pennsylvania
$6K – – –
BFEC
75
Benjamin F. Edwards & Company
Missouri
$2K – – –
1 2
3
4

IXG Hedge Fund Activity: Q3 2018 in Review

80 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q3 2018, worth a combined $155M — up 0.27% from $155M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IXG positions and 10 closed out — a net gain of 3 holders — while 10 added to existing stakes and 29 trimmed.

The largest buyer was Jane Street, adding an estimated $8.76M. The largest seller was Morgan Stanley, cutting an estimated $8.25M.

  • 80 institutional investors held iShares Global Financials ETF (IXG) as of Q3 2018, up from 77 in Q2 2018.
  • Funds reported $155M of iShares Global Financials ETF stock for Q3 2018, up 0.27% quarter-over-quarter.
  • 13 funds opened new iShares Global Financials ETF positions in Q3 2018 and 10 closed out, a net change of +3 holders.
  • The largest iShares Global Financials ETF buyer in Q3 2018 was Jane Street, an estimated $8.76M added.
  • The largest iShares Global Financials ETF seller in Q3 2018 was Morgan Stanley, an estimated $8.25M sold.

Based on aggregated 13F filings for Q3 2018.