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iShares Global Financials ETF
IXG

Overview Fund Activity

124 hedge funds and large institutions have $180M invested in iShares Global Financials ETF in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 16 increasing their positions, 48 reducing their positions, and 7 closing their positions.

Holders
124
Holders Change
+12
Holders Change %
+10.71%
% of All Funds
1.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
16
Reduced
48
Closed
7
Calls
$8K
Puts
–
Net Calls
+$8K
Net Calls Change
-$372K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$59.5M
2
MD
2
Money Design
Japan
$4.84M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.54M
4
Ameriprise
4
Ameriprise
Minnesota
$2.13M
5
WSTAM
5
Wilbanks Smith & Thomas Asset Management
Virginia
$930K

Top Sellers

1
Jane Street
1
Jane Street
New York
$8.14M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$94.2K
3
SWM
3
Spire Wealth Management
Virginia
$502K
4
CWM
4
Centurion Wealth Management
Virginia
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.98M
Name Market Value Shares Shares
Change 		Shares
Change %
SB
51
Strategic Blueprint
Georgia
$288K 3,670 -1,242 -25%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$265K 3,375 -1,102 -25%
Fifth Third Bancorp
53
Fifth Third Bancorp
Ohio
$238K 3,030 -2,891 -49%
CA
54
Cetera Advisors
Colorado
$234K 2,973 -773 -21%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$233K 2,965 -1,780 -38%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$226K 2,878 -546 -16%
CBFP
57
Cedar Brook Financial Partners
Ohio
$221K 2,834 -44 -2%
MLFP
58
MPS Loria Financial Planners
Illinois
$219K 2,785 +2,785 New
MFIM
59
Mesirow Financial Investment Management
Illinois
$218K 2,775 +2,775 New
FRA
60
Front Row Advisors
California
$214K 2,722 – –
Creative Planning
61
Creative Planning
Kansas
$212K 2,703 +2,703 New
Citigroup
62
Citigroup
New York
$165K 2,102 -137 -6%
NCM
63
Northwest Capital Management
Oregon
$152K 1,939 -670 -26%
Comerica Bank
64
Comerica Bank
Texas
$139K 1,765 -5 -0.3%
CSB
65
City State Bank
Iowa
$120K 1,525 – –
MHR
66
Matthew Hamilton Rosenberg
$116K 1,470 -227 -13%
QCG
67
Quadrant Capital Group
Ohio
$106K 1,355 – –
LC
68
Lindbrook Capital
California
$95.3K 1,213 – –
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$94.2K 1,195 -47,969 -98%
NA
70
NewEdge Advisors
Louisiana
$79.1K 1,006 -152 -13%
SS
71
Sunbelt Securities
Texas
$78.3K 997 – –
BlackRock
72
BlackRock
New York
$77.8K 990 – –
HI
73
Harbour Investments
Wisconsin
$77K 979 – –
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$53.4K 679 – –
SPIA
75
Steward Partners Investment Advisory
New York
$44.9K 571 +315 +123%
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3
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