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iShares Global Financials ETF

125 hedge funds and large institutions have $189M invested in iShares Global Financials ETF in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 43 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$13.1M
2 +$5.51M
3 +$5.09M
4
Citadel Advisors
Citadel Advisors
Florida
+$2.26M
5
Morgan Stanley
Morgan Stanley
New York
+$2.03M

Top Sellers

1 -$5.62M
2 -$5.41M
3 -$3.61M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.41M
5
UBS Group
UBS Group
Switzerland
-$931K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
51
Carson Wealth (CWM LLC)
Nebraska
$300K
Fifth Third Bancorp
52
Fifth Third Bancorp
Ohio
$298K
MFIM
53
Mesirow Financial Investment Management
Illinois
$286K
SWM
54
Spire Wealth Management
Virginia
$280K
IAIM
55
International Assets Investment Management
Florida
$272K
ME
56
McIlrath & Eck
Washington
$267K
LIA
57
Lynx Investment Advisory
District of Columbia
$266K
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$266K
IWC
59
Integrated Wealth Concepts
Massachusetts
$255K
PWM
60
Partners Wealth Management
California
$254K
GIA
61
Gladstone Institutional Advisory
Florida
$253K
CIBC World Market
62
CIBC World Market
Ontario, Canada
$243K
WA
63
Waverly Advisors
Alabama
$240K
AWA
64
Arete Wealth Advisors
Illinois
$237K
FRA
65
Front Row Advisors
California
$233K
SEIA
66
Signature Estate & Investment Advisors
California
$231K
SFC
67
Strategic Financial Concepts
Texas
$227K
MLFP
68
MPS Loria Financial Planners
Illinois
$221K
Jones Financial Companies
69
Jones Financial Companies
Missouri
$217K
C1AG
70
Client 1st Advisory Group
Florida
$208K
Fidelity Investments
71
Fidelity Investments
Massachusetts
$138K
CSB
72
City State Bank
Iowa
$126K
Comerica Bank
73
Comerica Bank
Texas
$126K
BCMLT
74
Beacon Capital Management LLC (Tennessee)
Tennessee
$111K
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$101K