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iShares Global Financials ETF

247 hedge funds and large institutions have $2.79B invested in iShares Global Financials ETF in 2021 Q2 according to their latest regulatory filings, with 186 funds opening new positions, 36 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,620% more first-time investments, than exits

New positions opened: 186 | Existing positions closed: 5

919% more capital invested

Capital invested by funds: $274M → $2.79B (+$2.52B)

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

274% more funds holding

Funds holding: 66247 (+181)

260% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 10

35.78% more ownership

Funds ownership: 56.44%92.23% (+36%)

Holders
247
Holders Change
+181
Holders Change %
+274.24%
% of All Funds
4.3%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.07%
New
186
Increased
36
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
51
Prudential Financial
New Jersey
$5.11M +$5.13M +65,787 New
SL
52
Salomon & Ludwin
Virginia
$5.05M -$4.52K -58 -0.1%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$4.99M +$5.02M +64,330 New
HGWM
54
Horst & Graben Wealth Management
Oregon
$4.84M +$4.86M +62,364 New
UBS AM
55
UBS AM
Illinois
$4.78M +$4.81M +61,641 New
SMG
56
Spectrum Management Group
Indiana
$4.6M +$4.62M +59,302 New
CS
57
Comerica Securities
Michigan
$4.59M +$4.61M +59,141 New
BCA
58
Biltmore Capital Advisors
New Jersey
$4.58M +$4.6M +59,043 New
HighTower Advisors
59
HighTower Advisors
Illinois
$4.56M +$4.59M +58,838 New
WP
60
WealthShield Partners
North Carolina
$4.4M +$4.42M +56,637 New
BCM
61
Brookstone Capital Management
Illinois
$4.3M +$4.34M +55,680 New
BWP
62
Bernardo Wealth Planning
Pennsylvania
$4.24M +$4.26M +54,683 New
BRWA
63
B. Riley Wealth Advisors
Florida
$4.24M +$4.26M +54,657 New
SAMC
64
Spectrum Asset Management (California)
California
$4.04M +$4.06M +52,070 New
OAP
65
One Advisory Partners
Kansas
$4.03M +$4.05M +51,889 New
LWM
66
Liberty Wealth Management
California
$3.97M +$3.99M +51,122 New
Cetera Investment Advisers
67
Cetera Investment Advisers
Illinois
$3.79M +$3.81M +48,883 New
KFS
68
Kelly Financial Services
Massachusetts
$3.71M +$22.4M +287,715 New
FTUS
69
Flow Traders U.S.
New York
$3.64M +$3.31M +42,415 +952%
PWA
70
Physician Wealth Advisors
Utah
$3.63M +$3.71M +47,578 New
ASN
71
Advisory Services Network
Georgia
$3.61M +$3.63M +46,555 New
EH
72
Equitable Holdings
New York
$3.6M +$3.62M +46,364 New
APW
73
Austin Private Wealth
Texas
$3.59M +$3.6M +46,224 New
SL
74
SWMG LLC
Texas
$3.51M +$3.53M +45,249 New
DZ Bank
75
DZ Bank
Germany
$3.48M -$156 -2 -0%

IXG Hedge Fund Activity: Q2 2021 in Review

247 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q2 2021, worth a combined $2.79B — up 919% from $274M a quarter earlier.

Buyers outnumbered sellers: 186 funds opened new IXG positions and 5 closed out — a net gain of 181 holders — while 36 added to existing stakes and 10 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $883M. The largest seller was Pictet Asset Management (UK), cutting an estimated $2.12M.

  • 247 institutional investors held iShares Global Financials ETF (IXG) as of Q2 2021, up from 66 in Q1 2021.
  • Funds reported $2.79B of iShares Global Financials ETF stock for Q2 2021, up 919% quarter-over-quarter.
  • 186 funds opened new iShares Global Financials ETF positions in Q2 2021 and 5 closed out, a net change of +181 holders.
  • The largest iShares Global Financials ETF buyer in Q2 2021 was Envestnet Asset Management, an estimated $883M added.
  • The largest iShares Global Financials ETF seller in Q2 2021 was Pictet Asset Management (UK), an estimated $2.12M sold.

Based on aggregated 13F filings for Q2 2021.