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iShares Global Financials ETF

139 hedge funds and large institutions have $295M invested in iShares Global Financials ETF in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

32% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 34

7% more funds holding

Funds holding: 130139 (+9)

5% more capital invested

Capital invested by funds: $281M → $295M (+$13.3M)

2.24% less ownership

Funds ownership: 47.75%45.52% (-2.2%)

43% less call options, than puts

Call options by funds: $7.56M | Put options by funds: $13.2M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
139
Holders Change
+9
Holders Change %
+6.92%
% of All Funds
1.69%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
45
Reduced
34
Closed
10
Calls
$7.56M
Puts
$13.2M
Net Calls
-$5.66M
Net Calls Change
+$2.58M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$503K -$86.1K -739 -15%
GIA
52
Gladstone Institutional Advisory
Florida
$501K +$34.6K +297 +8%
CPC
53
Cookson Peirce & Co
Pennsylvania
$492K +$6.05K +52 +1%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$481K -$189K -1,625 -29%
IWC
55
Integrated Wealth Concepts
Massachusetts
$479K +$14K +120 +3%
Mirae Asset Global Investments
56
Mirae Asset Global Investments
South Korea
$455K -$61.7K -530 -12%
National Bank of Canada
57
National Bank of Canada
Quebec, Canada
$447K +$11.1K +95 +3%
WIA
58
World Investment Advisors
California
$414K +$399K +3,426 New
BPA
59
Beacon Pointe Advisors
California
$409K +$394K +3,385 New
WANY
60
Wealthspire Advisors (New York)
New York
$400K +$373K +3,207 +3,175%
AWM
61
AE Wealth Management
Kansas
$390K +$274K +2,353 +267%
Stifel Financial
62
Stifel Financial
Missouri
$386K +$102K +876 +38%
FDCDDQ
63
Federation des caisses Desjardins du Quebec
Quebec, Canada
$362K
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$349K
TWM
65
TCFG Wealth Management
California
$337K +$325K +2,793 New
MFIM
66
Mesirow Financial Investment Management
Illinois
$335K
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$313K -$1.75K -15 -0.6%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$310K -$44.3K -380 -13%
MCM
69
MontVue Capital Management
Virginia
$309K
DADC
70
D.A. Davidson & Co
Montana
$304K
GS
71
GTS Securities
New York
$303K +$292K +2,510 New
Wealth Enhancement Advisory Services
72
Wealth Enhancement Advisory Services
Minnesota
$300K +$75.2K +646 +36%
PWM
73
Partners Wealth Management
California
$298K
ME
74
McIlrath & Eck
Washington
$291K -$11.6K -100 -4%
KPWS
75
Kestra Private Wealth Services
Texas
$286K +$1.63K +14 +0.6%