iShares Global Financials ETF
IXG
55 hedge funds and large institutions have $208M invested in iShares Global Financials ETF in 2020 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 10 increasing their positions, 16 reducing their positions, and 5 closing their positions.
140% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 5
18% more capital invested
Capital invested by funds: $176M → $208M (+$32.3M)
12% more funds holding
Funds holding: 49 → 55 (+6)
3.53% less ownership
Funds ownership: 58.68% → 55.16% (-3.5%)
38% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$6.71M |
| 2 |
BBVA
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
|
+$4.97M |
| 3 |
ST
Sentinel Trust
Houston,
Texas
|
+$1.85M |
| 4 |
MCM
Maryland Capital Management
Towson,
Maryland
|
+$1.4M |
| 5 |
PP
Prudential plc
London, England,
United Kingdom
|
+$1.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$509K |
| 2 |
Morgan Stanley
New York
|
-$292K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$192K |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
-$180K |
| 5 |
LPL Financial
San Diego,
California
|
-$164K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
51
Tower Research Capital (TRC)
New York
| $4K | – | – | – |
|
52
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $3K | – | – | – |
|
|
IAIM
53
International Assets Investment Management
Orlando,
Florida
| $3K | +$2.38K | +40 | New |
|
|
IF
54
Ironwood Financial
Tucson,
Arizona
| $1K | – | – | – |
|
|
BHWM
55
Bay Harbor Wealth Management
Hunt Valley,
Maryland
| $1K | +$773 | +13 | New |
|
|
56
Goldman Sachs
New York
| – | -$509K | -9,609 | Closed |
|
|
BA
57
Bristlecone Advisors
Bellevue,
Washington
| – | -$144K | -2,718 | Closed |
|
|
SFFS
58
Stonehage Fleming Financial Services
St. Helier,
Jersey
| – | -$15K | -300 | Closed |
|
59
AssetMark Inc
Concord,
California
| – | -$6K | -120 | Closed |
|
|
JCM
60
Jacobi Capital Management
Pittston,
Pennsylvania
| – | -$5K | -97 | Closed |
|
IXG Hedge Fund Activity: Q4 2020 in Review
55 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q4 2020, worth a combined $208M — up 18% from $176M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new IXG positions and 5 closed out — a net gain of 7 holders — while 10 added to existing stakes and 16 trimmed.
The largest buyer was BlackRock, adding an estimated $6.71M. The largest seller was Goldman Sachs, exiting entirely with an estimated $509K sold.
- 55 institutional investors held iShares Global Financials ETF (IXG) as of Q4 2020, up from 49 in Q3 2020.
- Funds reported $208M of iShares Global Financials ETF stock for Q4 2020, up 18% quarter-over-quarter.
- 12 funds opened new iShares Global Financials ETF positions in Q4 2020 and 5 closed out, a net change of +7 holders.
- The largest iShares Global Financials ETF buyer in Q4 2020 was BlackRock, an estimated $6.71M added.
- The largest iShares Global Financials ETF seller in Q4 2020 was Goldman Sachs, an estimated $509K sold.
Based on aggregated 13F filings for Q4 2020.