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iShares Global Financials ETF

113 hedge funds and large institutions have $153M invested in iShares Global Financials ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 44 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $135M → $153M (+$18M)

3.34% more ownership

Funds ownership: 40.72%44.07% (+3.3%)

4% less funds holding

Funds holding: 118113 (-5)

31% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 16

59% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 44

Holders
113
Holders Change
-5
Holders Change %
-4.24%
% of All Funds
1.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
18
Reduced
44
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ME
51
McIlrath & Eck
Washington
$262K -$9K -100 -3%
SEIA
52
Signature Estate & Investment Advisors
California
$253K
CIBC World Market
53
CIBC World Market
Ontario, Canada
$253K +$241K +2,675 New
CPC
54
Cookson Peirce & Co
Pennsylvania
$245K -$4.68K -52 -2%
MLIC
55
Mandatum Life Insurance Company
Finland
$235K -$114K -1,265 -34%
KAS
56
Kestra Advisory Services
Texas
$231K -$31.3K -348 -12%
WA
57
Waverly Advisors
Alabama
$220K +$209K +2,327 New
FRA
58
Front Row Advisors
California
$214K
IWC
59
Integrated Wealth Concepts
Massachusetts
$210K +$200K +2,220 New
C1AG
60
Client 1st Advisory Group
Florida
$207K -$86.2K -958 -30%
MLFP
61
MPS Loria Financial Planners
Illinois
$201K +$191K +2,122 New
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$169K -$30.1K -335 -16%
Jones Financial Companies
63
Jones Financial Companies
Missouri
$149K +$35.7K +397 +34%
Comerica Bank
64
Comerica Bank
Texas
$120K -$38.1K -424 -25%
CSB
65
City State Bank
Iowa
$116K
LC
66
Lindbrook Capital
California
$115K
NCM
67
Northwest Capital Management
Oregon
$113K
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$86.2K
SS
69
Sunbelt Securities
Texas
$84.8K -$9.18K -102 -10%
HI
70
Harbour Investments
Wisconsin
$74.9K
NA
71
NewEdge Advisors
Louisiana
$66K -$2.61K -29 -4%
Fidelity Investments
72
Fidelity Investments
Massachusetts
$64.8K +$6.84K +76 +12%
CA
73
Clearstead Advisors
Ohio
$61.5K
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$54.1K
SPIA
75
Steward Partners Investment Advisory
New York
$54K

IXG Hedge Fund Activity: Q3 2024 in Review

113 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q3 2024, worth a combined $153M — up 13% from $135M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of IXG and 11 opened new positions — a net loss of 5 holders — while 44 trimmed existing stakes and 18 added.

The largest buyer was International Assets Investment Management, adding an estimated $28.3M. The largest seller was Jane Street, exiting entirely with an estimated $14.5M sold.

  • 113 institutional investors held iShares Global Financials ETF (IXG) as of Q3 2024, down from 118 in Q2 2024.
  • Funds reported $153M of iShares Global Financials ETF stock for Q3 2024, up 13% quarter-over-quarter.
  • 11 funds opened new iShares Global Financials ETF positions in Q3 2024 and 16 closed out, a net change of -5 holders.
  • The largest iShares Global Financials ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $28.3M added.
  • The largest iShares Global Financials ETF seller in Q3 2024 was Jane Street, an estimated $14.5M sold.

Based on aggregated 13F filings for Q3 2024.