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iShares Global Financials ETF

138 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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

2.24% less ownership

Funds ownership: 47.74%45.5% (-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
138
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
$7.56M
Puts
$13.2M
Net Calls
Net Calls Change

Top Buyers

1 +$11.4M
2 +$3.8M
3 +$2.07M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.68M
5
Raymond James Financial
Raymond James Financial
Florida
+$1.53M

Top Sellers

1 -$3.24M
2 -$2.56M
3 -$2.03M
4
Morgan Stanley
Morgan Stanley
New York
-$1.83M
5
Ameriprise
Ameriprise
Minnesota
-$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$503K
GIA
52
Gladstone Institutional Advisory
Florida
$501K
CPC
53
Cookson Peirce & Co
Pennsylvania
$492K
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$481K
IWC
55
Integrated Wealth Concepts
Massachusetts
$479K
Mirae Asset Global Investments
56
Mirae Asset Global Investments
South Korea
$455K
National Bank of Canada
57
National Bank of Canada
Quebec, Canada
$447K
WIA
58
World Investment Advisors
California
$414K
BPA
59
Beacon Pointe Advisors
California
$409K
WANY
60
Wealthspire Advisors (New York)
New York
$400K
AWM
61
AE Wealth Management
Kansas
$390K
Stifel Financial
62
Stifel Financial
Missouri
$386K
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
MFIM
66
Mesirow Financial Investment Management
Illinois
$335K
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$313K
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$310K
MCM
69
MontVue Capital Management
Virginia
$309K
DADC
70
D.A. Davidson & Co
Montana
$304K
GS
71
GTS Securities
New York
$303K
Wealth Enhancement Advisory Services
72
Wealth Enhancement Advisory Services
Minnesota
$300K
PWM
73
Partners Wealth Management
California
$298K
ME
74
McIlrath & Eck
Washington
$291K
KPWS
75
Kestra Private Wealth Services
Texas
$286K