We are live on ! Find out more
IXG icon

iShares Global Financials ETF

131 hedge funds and large institutions have $176M invested in iShares Global Financials ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 22 increasing their positions, 57 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.09% more ownership

Funds ownership: 32.67%39.76% (+7.1%)

6% less funds holding

Funds holding: 139131 (-8)

18% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 22

61% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 57

89% less capital invested

Capital invested by funds: $1.67B → $176M (-$1.5B)

Holders
131
Holders Change
-8
Holders Change %
-5.76%
% of All Funds
2.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
22
Reduced
57
Closed
22
Calls
$380K
Puts
Net Calls
+$380K
Net Calls Change
+$380K
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
51
Liberty Wealth Management
California
$360K +$380K +5,211 New
FDCDDQ
52
Federation des caisses Desjardins du Quebec
Quebec, Canada
$353K -$12.8K -175 -3%
JEST
53
JTC Employer Solutions Trustee
Jersey
$324K
MHR
54
Matthew Hamilton Rosenberg
$318K -$13.1K -180 -4%
National Bank of Canada
55
National Bank of Canada
Quebec, Canada
$298K +$583 +8 +0.2%
GCA
56
Greenwood Capital Associates
South Carolina
$294K -$2.3M -31,587 -88%
Vontobel Holding
57
Vontobel Holding
Switzerland
$278K +$294K +4,026 New
TSS
58
Two Sigma Securities
New York
$273K -$41.4K -568 -13%
RJA
59
Raymond James & Associates
Florida
$272K -$12.8K -175 -4%
Truist Financial
60
Truist Financial
North Carolina
$271K -$37.2K -510 -12%
MLIC
61
Mandatum Life Insurance Company
Finland
$259K
CA
62
Cetera Advisors
Colorado
$249K +$8.17K +112 +3%
GRP
63
Global Retirement Partners
California
$232K +$13.4K +184 +6%
IFS
64
Ifrah Financial Services
Arkansas
$232K -$875 -12 -0.4%
CAAS
65
Capital Asset Advisory Services
Michigan
$212K -$20.3K -279 -8%
Qube Research & Technologies (QRT)
66
Qube Research & Technologies (QRT)
United Kingdom
$197K
FRA
67
Front Row Advisors
California
$188K
CSB
68
City State Bank
Iowa
$167K
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$165K -$79.6K -1,091 -31%
Citigroup
70
Citigroup
New York
$159K +$67.9K +931 +68%
NA
71
NewEdge Advisors
Louisiana
$148K -$169K -2,312 -52%
Bessemer Group
72
Bessemer Group
New Jersey
$141K -$665K -9,125 -82%
BTI
73
Blue Trust Inc
Georgia
$133K -$329K -4,511 -70%
QCG
74
Quadrant Capital Group
Ohio
$93.5K
LC
75
Lindbrook Capital
California
$83.7K

IXG Hedge Fund Activity: Q1 2023 in Review

131 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q1 2023, worth a combined $176M — down 89% from $1.67B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of IXG and 18 opened new positions — a net loss of 4 holders — while 57 trimmed existing stakes and 22 added.

The largest buyer was Phoenix Financial, opening a new position worth an estimated $26.7M. The largest seller was Cambria Investment Management, exiting entirely with an estimated $13.3M sold.

  • 131 institutional investors held iShares Global Financials ETF (IXG) as of Q1 2023, down from 139 in Q4 2022.
  • Funds reported $176M of iShares Global Financials ETF stock for Q1 2023, down 89% quarter-over-quarter.
  • 18 funds opened new iShares Global Financials ETF positions in Q1 2023 and 22 closed out, a net change of -4 holders.
  • The largest iShares Global Financials ETF buyer in Q1 2023 was Phoenix Financial, an estimated $26.7M added.
  • The largest iShares Global Financials ETF seller in Q1 2023 was Cambria Investment Management, an estimated $13.3M sold.

Based on aggregated 13F filings for Q1 2023.