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iShares Global Financials ETF

129 hedge funds and large institutions have $221M invested in iShares Global Financials ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 30

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

17% more capital invested

Capital invested by funds: $189M → $221M (+$32.5M)

1.73% more ownership

Funds ownership: 40.33%42.07% (+1.7%)

2% more funds holding

Funds holding: 127129 (+2)

Holders
129
Holders Change
+2
Holders Change %
+1.57%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
42
Reduced
30
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
51
Jones Financial Companies
Missouri
$360K +$120K +1,145 +54%
GIA
52
Gladstone Institutional Advisory
Florida
$351K +$75.3K +718 +29%
FDCDDQ
53
Federation des caisses Desjardins du Quebec
Quebec, Canada
$332K
Fifth Third Bancorp
54
Fifth Third Bancorp
Ohio
$320K
MFIM
55
Mesirow Financial Investment Management
Illinois
$308K
IWC
56
Integrated Wealth Concepts
Massachusetts
$305K +$29.6K +282 +11%
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$304K +$16.9K +161 +6%
IAIM
58
International Assets Investment Management
Florida
$292K
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$292K -$29.7K -283 -10%
DADC
60
D.A. Davidson & Co
Montana
$279K -$72.8K -695 -22%
ME
61
McIlrath & Eck
Washington
$269K -$17.1K -163 -6%
MCM
62
MontVue Capital Management
Virginia
$263K +$249K +2,375 New
CIBC World Market
63
CIBC World Market
Ontario, Canada
$262K
KPWS
64
Kestra Private Wealth Services
Texas
$262K +$247K +2,360 New
WA
65
Waverly Advisors
Alabama
$258K
PWM
66
Partners Wealth Management
California
$254K
SEIA
67
Signature Estate & Investment Advisors
California
$251K +$2.31K +22 +1%
SFC
68
Strategic Financial Concepts
Texas
$244K
LIA
69
Lynx Investment Advisory
District of Columbia
$244K -$40.1K -383 -15%
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$237K +$224K +2,141 New
WPC
71
Wedmont Private Capital
Pennsylvania
$228K +$214K +2,042 New
FRA
72
Front Row Advisors
California
$223K -$26.3K -251 -11%
OIA
73
OneDigital Investment Advisors
Kansas
$223K +$211K +2,012 New
Stifel Financial
74
Stifel Financial
Missouri
$208K +$197K +1,877 New
C1AG
75
Client 1st Advisory Group
Florida
$201K -$22.1K -211 -10%

IXG Hedge Fund Activity: Q2 2025 in Review

129 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q2 2025, worth a combined $221M — up 17% from $189M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IXG positions and 9 closed out — a net gain of 3 holders — while 42 added to existing stakes and 30 trimmed.

The largest buyer was EWG Elevate, adding an estimated $9.6M. The largest seller was Pictet Asset Management, cutting an estimated $11.6M.

  • 129 institutional investors held iShares Global Financials ETF (IXG) as of Q2 2025, up from 127 in Q1 2025.
  • Funds reported $221M of iShares Global Financials ETF stock for Q2 2025, up 17% quarter-over-quarter.
  • 12 funds opened new iShares Global Financials ETF positions in Q2 2025 and 9 closed out, a net change of +3 holders.
  • The largest iShares Global Financials ETF buyer in Q2 2025 was EWG Elevate, an estimated $9.6M added.
  • The largest iShares Global Financials ETF seller in Q2 2025 was Pictet Asset Management, an estimated $11.6M sold.

Based on aggregated 13F filings for Q2 2025.