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iShares Global Financials ETF

136 hedge funds and large institutions have $222M invested in iShares Global Financials ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 33 increasing their positions, 38 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 18

2% less funds holding

Funds holding: 139136 (-3)

2.74% less ownership

Funds ownership: 45.52%42.78% (-2.7%)

13% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 38

25% less capital invested

Capital invested by funds: $295M → $222M (-$72.7M)

Holders
136
Holders Change
-3
Holders Change %
-2.16%
% of All Funds
1.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
33
Reduced
38
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$476K -$128K -1,075 -20%
IWC
52
Integrated Wealth Concepts
Massachusetts
$452K
National Bank of Canada
53
National Bank of Canada
Quebec, Canada
$446K +$25.3K +213 +6%
Mirae Asset Global Investments
54
Mirae Asset Global Investments
South Korea
$430K
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$418K +$92.8K +781 +27%
BPA
56
Beacon Pointe Advisors
California
$402K +$16.9K +142 +4%
UW
57
Unique Wealth
Florida
$399K +$416K +3,503 New
CWM
58
Comprehensive Wealth Management
Washington
$394K +$410K +3,455 New
MML Investors Services
59
MML Investors Services
Massachusetts
$370K -$176K -1,484 -31%
Stifel Financial
60
Stifel Financial
Missouri
$330K -$34.9K -294 -9%
Fisher Asset Management
61
Fisher Asset Management
Washington
$322K -$458K -3,859 -58%
EAP
62
Elevation Advisory Partners
Florida
$319K +$311K +2,618 New
TWM
63
TCFG Wealth Management
California
$317K -$1.9K -16 -0.6%
TIA
64
TCFG Investment Advisors
California
$317K +$330K +2,777 New
MFIM
65
Mesirow Financial Investment Management
Illinois
$316K
MCM
66
MontVue Capital Management
Virginia
$292K -$238 -2 -0.1%
DADC
67
D.A. Davidson & Co
Montana
$291K +$4.51K +38 +2%
Mercer Global Advisors
68
Mercer Global Advisors
Colorado
$287K +$42.2K +355 +16%
PWM
69
Partners Wealth Management
California
$281K
SA
70
Sanctuary Advisors
Indiana
$278K +$89.9K +757 +45%
SEIA
71
Signature Estate & Investment Advisors
California
$260K
ME
72
McIlrath & Eck
Washington
$257K -$18.4K -155 -6%
CIBC World Market
73
CIBC World Market
Ontario, Canada
$255K
NWM
74
Nova Wealth Management
Florida
$249K +$92.3K +777 +55%
SFC
75
Strategic Financial Concepts
Texas
$239K +$249K +2,100 New

IXG Hedge Fund Activity: Q1 2026 in Review

136 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q1 2026, worth a combined $222M — down 25% from $295M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IXG positions and 18 closed out — a net gain of 2 holders — while 33 added to existing stakes and 38 trimmed.

The largest buyer was Avior Wealth Management, opening a new position worth an estimated $10.9M. The largest seller was Pictet Asset Management, exiting entirely with an estimated $41.1M sold.

  • 136 institutional investors held iShares Global Financials ETF (IXG) as of Q1 2026, down from 139 in Q4 2025.
  • Funds reported $222M of iShares Global Financials ETF stock for Q1 2026, down 25% quarter-over-quarter.
  • 20 funds opened new iShares Global Financials ETF positions in Q1 2026 and 18 closed out, a net change of +2 holders.
  • The largest iShares Global Financials ETF buyer in Q1 2026 was Avior Wealth Management, an estimated $10.9M added.
  • The largest iShares Global Financials ETF seller in Q1 2026 was Pictet Asset Management, an estimated $41.1M sold.

Based on aggregated 13F filings for Q1 2026.