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iShares Global Financials ETF
IXG

80 hedge funds and large institutions have $104M invested in iShares Global Financials ETF in 2018 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 22

0% more funds holding

Funds holding: 80 → 80 (0)

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

2.9% less ownership

Funds ownership: 31.71% → 28.8% (-2.9%)

33% less capital invested

Capital invested by funds: $155M → $104M (-$51.2M)

Holders
80
Holders Change
–
Holders Change %
0%
% of All Funds
1.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
23
Reduced
22
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$7.02M
2
Bessemer Group
Bessemer Group
New Jersey
+$2.88M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.64M
4
MCM
Maryland Capital Management
Maryland
+$976K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$798K

Top Sellers

1
Jane Street
Jane Street
New York
-$10.8M
2
Morgan Stanley
Morgan Stanley
New York
-$8.62M
3
Bank of America
Bank of America
North Carolina
-$6.6M
4
Citadel Advisors
Citadel Advisors
Florida
-$6.36M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
FANJ
51
Financial Architects (New Jersey)
New Jersey
$84K -$9.41K -153 -9%
VFA
52
Valeo Financial Advisors
Indiana
$64K +$738 +12 +1%
HI
53
Hudock Inc
Pennsylvania
$43K +$492 +8 +1%
DSI
54
Daiwa SB Investments
Japan
$39K -$104K -1,690 -71%
PCG
55
Private Capital Group
Connecticut
$38K +$123 +2 +0.3%
HIIFS
56
Harel Insurance Investments & Financial Services
Israel
$36K – – –
SF
57
Synovus Financial
Georgia
$30K – – –
US Bancorp
58
US Bancorp
Minnesota
$28K – – –
JP Morgan Chase
59
JP Morgan Chase
New York
$28K +$29.8K +484 New
EDRH
60
Edmond de Rothschild Holding
Switzerland
$26K – – –
TCM
61
TD Capital Management
Tennessee
$25K +$3.57K +58 +15%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$20K – – –
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$17K +$1.72K +28 +10%
CFGS
64
Concourse Financial Group Securities
Alabama
$15K +$16.9K +275 New
Barclays
65
Barclays
United Kingdom
$12K – – –
AIM
66
Anchor Investment Management
South Carolina
$11.4K – – –
GWMIA
67
Global Wealth Management Investment Advisory
Florida
$11K +$11.5K +187 New
NSG
68
Nalls Sherbakoff Group
Tennessee
$11K +$12.3K +200 New
NFG
69
Next Financial Group
Texas
$11K +$12.4K +202 New
AssetMark Inc
70
AssetMark Inc
California
$10K +$10.8K +175 New
ASN
71
Advisory Services Network
Georgia
$8K – – –
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$7K -$4.61K -75 -37%
GWM
73
Geneos Wealth Management
Colorado
$6K – – –
QCIG
74
Quad-Cities Investment Group
Iowa
$6K – – –
WTB
75
Washington Trust Bank
Washington
$6K – – –
1 2
3
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IXG Hedge Fund Activity: Q4 2018 in Review

80 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q4 2018, worth a combined $104M — down 33% from $155M a quarter earlier.

Fund positioning in IXG was balanced in Q4 2018: 16 funds opened new positions, 16 closed out, 23 added to existing stakes and 22 trimmed.

The largest buyer was Fidelity International, adding an estimated $7.02M. The largest seller was Jane Street, cutting an estimated $10.8M.

  • 80 institutional investors held iShares Global Financials ETF (IXG) as of Q4 2018, unchanged from Q3 2018.
  • Funds reported $104M of iShares Global Financials ETF stock for Q4 2018, down 33% quarter-over-quarter.
  • 16 funds opened new iShares Global Financials ETF positions in Q4 2018 and 16 closed out, a net change of 0 holders.
  • The largest iShares Global Financials ETF buyer in Q4 2018 was Fidelity International, an estimated $7.02M added.
  • The largest iShares Global Financials ETF seller in Q4 2018 was Jane Street, an estimated $10.8M sold.

Based on aggregated 13F filings for Q4 2018.