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iShares Global Financials ETF
IXG

80 hedge funds and large institutions have $104M invested in iShares Global Financials ETF in 2018 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 23 increasing their positions, 22 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 22

0% more funds holding

Funds holding: 80 → 80 (0)

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

2.9% less ownership

Funds ownership: 31.71% → 28.8% (-2.9%)

33% less capital invested

Capital invested by funds: $155M → $104M (-$51.2M)

Holders
80
Holders Change
–
Holders Change %
0%
% of All Funds
1.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
23
Reduced
22
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$7.02M
2
Bessemer Group
Bessemer Group
New Jersey
+$2.88M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.64M
4
MCM
Maryland Capital Management
Maryland
+$976K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$798K

Top Sellers

1
Jane Street
Jane Street
New York
-$10.8M
2
Morgan Stanley
Morgan Stanley
New York
-$8.62M
3
Bank of America
Bank of America
North Carolina
-$6.6M
4
Citadel Advisors
Citadel Advisors
Florida
-$6.36M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFEC
76
Benjamin F. Edwards & Company
Missouri
$6K +$4.98K +81 +312%
JCM
77
Jacobi Capital Management
Pennsylvania
$5K +$62 +1 +1%
LPWM
78
Lake Point Wealth Management
Texas
$5K +$5.72K +93 New
HR
79
Howe & Rusling
New York
$1K – – –
PAMU
80
Pictet Asset Management (UK)
United Kingdom
– -$2.02M -30,685 Closed
B
81
Barings
North Carolina
– -$1.17M -17,730 Closed
MWM
82
Merriman Wealth Management
Washington
– -$1.09M -16,600 Closed
CWM
83
Cornerstone Wealth Management
Missouri
– -$200K -13,444 Closed
Mirae Asset Global Investments
84
Mirae Asset Global Investments
South Korea
– -$869K -13,200 Closed
RJA
85
Raymond James & Associates
Florida
– -$858K -13,028 Closed
PAG
86
Private Advisor Group
New Jersey
– -$773K -11,745 Closed
HighTower Advisors
87
HighTower Advisors
Illinois
– -$366K -5,551 Closed
SWP
88
Stratos Wealth Partners
Ohio
– -$340K -5,166 Closed
VDFA
89
Vickerman & Driscoll Financial Advisors
Washington
– -$280K -4,247 Closed
MML Investors Services
90
MML Investors Services
Massachusetts
– -$275K -4,183 Closed
LW
91
Linscomb Wealth
Texas
– -$216K -3,273 Closed
GRP
92
Global Retirement Partners
California
– -$18K -268 Closed
FHA
93
Flagship Harbor Advisors
Massachusetts
– -$16K -250 Closed
TRCT
94
Tower Research Capital (TRC)
New York
– -$7K -100 Closed
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IXG Hedge Fund Activity: Q4 2018 in Review

80 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q4 2018, worth a combined $104M — down 33% from $155M a quarter earlier.

Fund positioning in IXG was balanced in Q4 2018: 16 funds opened new positions, 16 closed out, 23 added to existing stakes and 22 trimmed.

The largest buyer was Fidelity International, adding an estimated $7.02M. The largest seller was Jane Street, cutting an estimated $10.8M.

  • 80 institutional investors held iShares Global Financials ETF (IXG) as of Q4 2018, unchanged from Q3 2018.
  • Funds reported $104M of iShares Global Financials ETF stock for Q4 2018, down 33% quarter-over-quarter.
  • 16 funds opened new iShares Global Financials ETF positions in Q4 2018 and 16 closed out, a net change of 0 holders.
  • The largest iShares Global Financials ETF buyer in Q4 2018 was Fidelity International, an estimated $7.02M added.
  • The largest iShares Global Financials ETF seller in Q4 2018 was Jane Street, an estimated $10.8M sold.

Based on aggregated 13F filings for Q4 2018.