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iShares Global Financials ETF

127 hedge funds and large institutions have $167M invested in iShares Global Financials ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 27 increasing their positions, 38 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 3

12% more funds holding

Funds holding: 113127 (+14)

9% more capital invested

Capital invested by funds: $153M → $167M (+$13.9M)

5.41% less ownership

Funds ownership: 44.07%38.65% (-5.4%)

29% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 38

Holders
127
Holders Change
+14
Holders Change %
+12.39%
% of All Funds
1.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
27
Reduced
38
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
51
Sanctuary Advisors
Indiana
$305K -$4.19K -43 -1%
FDCDDQ
52
Federation des caisses Desjardins du Quebec
Quebec, Canada
$301K
GIA
53
Gladstone Institutional Advisory
Florida
$290K -$415K -4,260 -59%
Vontobel Holding
54
Vontobel Holding
Switzerland
$288K +$292K +3,000 New
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$277K
SWM
56
Spire Wealth Management
Virginia
$271K -$10.8K -111 -4%
MFIM
57
Mesirow Financial Investment Management
Illinois
$267K
IAIM
58
International Assets Investment Management
Florida
$266K -$30.8M -315,767 -99%
SEIA
59
Signature Estate & Investment Advisors
California
$259K +$2.24K +23 +0.9%
CIBC World Market
60
CIBC World Market
Ontario, Canada
$248K -$8.78K -90 -3%
ME
61
McIlrath & Eck
Washington
$245K -$21.2K -217 -8%
MLIC
62
Mandatum Life Insurance Company
Finland
$239K
PWM
63
Partners Wealth Management
California
$237K +$241K +2,467 New
WA
64
Waverly Advisors
Alabama
$224K
KAS
65
Kestra Advisory Services
Texas
$223K -$11.6K -119 -5%
FRA
66
Front Row Advisors
California
$218K
GS
67
GTS Securities
New York
$215K +$218K +2,236 New
IWC
68
Integrated Wealth Concepts
Massachusetts
$213K
MLFP
69
MPS Loria Financial Planners
Illinois
$206K +$2.34K +24 +1%
C1AG
70
Client 1st Advisory Group
Florida
$205K -$4.68K -48 -2%
DZ Bank
71
DZ Bank
Germany
$176K +$179K +1,833 New
Jones Financial Companies
72
Jones Financial Companies
Missouri
$171K +$19.4K +199 +13%
Comerica Bank
73
Comerica Bank
Texas
$121K -$487 -5 -0.4%
CSB
74
City State Bank
Iowa
$118K
LC
75
Lindbrook Capital
California
$117K

IXG Hedge Fund Activity: Q4 2024 in Review

127 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q4 2024, worth a combined $167M — up 9.1% from $153M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IXG positions and 3 closed out — a net gain of 15 holders — while 27 added to existing stakes and 38 trimmed.

The largest buyer was Banco Santander, opening a new position worth an estimated $4.61M. The largest seller was International Assets Investment Management, cutting an estimated $30.8M.

  • 127 institutional investors held iShares Global Financials ETF (IXG) as of Q4 2024, up from 113 in Q3 2024.
  • Funds reported $167M of iShares Global Financials ETF stock for Q4 2024, up 9.1% quarter-over-quarter.
  • 18 funds opened new iShares Global Financials ETF positions in Q4 2024 and 3 closed out, a net change of +15 holders.
  • The largest iShares Global Financials ETF buyer in Q4 2024 was Banco Santander, an estimated $4.61M added.
  • The largest iShares Global Financials ETF seller in Q4 2024 was International Assets Investment Management, an estimated $30.8M sold.

Based on aggregated 13F filings for Q4 2024.