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iShares Global Financials ETF

130 hedge funds and large institutions have $281M invested in iShares Global Financials ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 26

27% more capital invested

Capital invested by funds: $221M → $281M (+$60M)

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

5.69% more ownership

Funds ownership: 42.07%47.75% (+5.7%)

1% more funds holding

Funds holding: 129130 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

59% less call options, than puts

Call options by funds: $5.61M | Put options by funds: $13.9M

Holders
130
Holders Change
+1
Holders Change %
+0.78%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
44
Reduced
26
Closed
11
Calls
$5.61M
Puts
$13.9M
Net Calls
-$8.24M
Net Calls Change
-$8.24M
Name Holding Trade Value Shares
Change
Change in
Stake
CPC
51
Cookson Peirce & Co
Pennsylvania
$469K -$11.4K -100 -2%
GIA
52
Gladstone Institutional Advisory
Florida
$449K +$77.1K +679 +21%
IWC
53
Integrated Wealth Concepts
Massachusetts
$449K +$124K +1,093 +40%
National Bank of Canada
54
National Bank of Canada
Quebec, Canada
$421K +$5K +44 +1%
WC
55
Waterloo Capital
Texas
$407K +$396K +3,486 New
Vontobel Holding
56
Vontobel Holding
Switzerland
$350K -$114K -1,000 -25%
FDCDDQ
57
Federation des caisses Desjardins du Quebec
Quebec, Canada
$350K
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$344K -$64.7K -570 -16%
Fifth Third Bancorp
59
Fifth Third Bancorp
Ohio
$337K
MFIM
60
Mesirow Financial Investment Management
Illinois
$324K
MA
61
MONECO Advisors
Connecticut
$317K +$308K +2,713 New
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$304K -$3.18K -28 -1%
MCM
63
MontVue Capital Management
Virginia
$299K +$21.1K +186 +8%
IAIM
64
International Assets Investment Management
Florida
$294K
DADC
65
D.A. Davidson & Co
Montana
$294K
ME
66
McIlrath & Eck
Washington
$293K +$9.88K +87 +4%
PWM
67
Partners Wealth Management
California
$288K
KPWS
68
Kestra Private Wealth Services
Texas
$274K -$909 -8 -0.3%
WA
69
Waverly Advisors
Alabama
$271K
Stifel Financial
70
Stifel Financial
Missouri
$270K +$50K +440 +23%
SEIA
71
Signature Estate & Investment Advisors
California
$264K
CIBC World Market
72
CIBC World Market
Ontario, Canada
$264K -$11.4K -100 -4%
SFC
73
Strategic Financial Concepts
Texas
$257K
Mercer Global Advisors
74
Mercer Global Advisors
Colorado
$252K +$2.27K +20 +0.9%
JP Morgan Chase
75
JP Morgan Chase
New York
$248K +$222K +1,957 +1,179%

IXG Hedge Fund Activity: Q3 2025 in Review

130 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q3 2025, worth a combined $281M — up 27% from $221M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IXG positions and 11 closed out — a net gain of 2 holders — while 44 added to existing stakes and 26 trimmed.

The largest buyer was Pictet Asset Management, adding an estimated $17.5M. The largest seller was Flow Traders U.S., cutting an estimated $7.14M.

  • 130 institutional investors held iShares Global Financials ETF (IXG) as of Q3 2025, up from 129 in Q2 2025.
  • Funds reported $281M of iShares Global Financials ETF stock for Q3 2025, up 27% quarter-over-quarter.
  • 13 funds opened new iShares Global Financials ETF positions in Q3 2025 and 11 closed out, a net change of +2 holders.
  • The largest iShares Global Financials ETF buyer in Q3 2025 was Pictet Asset Management, an estimated $17.5M added.
  • The largest iShares Global Financials ETF seller in Q3 2025 was Flow Traders U.S., an estimated $7.14M sold.

Based on aggregated 13F filings for Q3 2025.