iShares Global Financials ETF
IXG
72 hedge funds and large institutions have $237M invested in iShares Global Financials ETF in 2019 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 24 reducing their positions, and 16 closing their positions.
128% more capital invested
Capital invested by funds: $104M → $237M (+$133M)
30.97% more ownership
Funds ownership: 28.8% → 59.77% (+31%)
10% less funds holding
Funds holding: 80 → 72 (-8)
21% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 24
44% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$98M |
| 2 |
Morgan Stanley
New York
|
+$5.46M |
| 3 |
NR
Newfound Research
Wellesley Hills,
Massachusetts
|
+$3.35M |
| 4 |
Jane Street
New York
|
+$2.85M |
| 5 |
Fidelity International
Hamilton,
Bermuda
|
+$2.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$3.24M |
| 2 |
Bessemer Group
Woodbridge,
New Jersey
|
-$2.82M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.63M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.35M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.98M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RFC
76
Regions Financial Corp
Birmingham,
Alabama
| – | -$264K | -4,645 | Closed |
|
|
AWM
77
AE Wealth Management
Topeka,
Kansas
| – | -$209K | -3,682 | Closed |
|
|
SS
78
Simplicity Solutions
Minneapolis,
Minnesota
| – | -$209K | -3,682 | Closed |
|
|
HIIFS
79
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
| – | -$36K | -643 | Closed |
|
|
SF
80
Synovus Financial
Columbus,
Georgia
| – | -$30K | -523 | Closed |
|
|
EDRH
81
Edmond de Rothschild Holding
Chambesy,
Switzerland
| – | -$26K | -460 | Closed |
|
82
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$17K | -299 | Closed |
|
|
NFG
83
Next Financial Group
Houston,
Texas
| – | -$11K | -202 | Closed |
|
|
GWMIA
84
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| – | -$11K | -187 | Closed |
|
85
AssetMark Inc
Concord,
California
| – | -$10.6K | -173 | -99% |
|
|
LPWM
86
Lake Point Wealth Management
Rockwall,
Texas
| – | -$5K | -93 | Closed |
|
|
HR
87
Howe & Rusling
Rochester,
New York
| – | -$1K | -15 | Closed |
|
IXG Hedge Fund Activity: Q1 2019 in Review
72 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q1 2019, worth a combined $237M — up 128% from $104M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of IXG and 9 opened new positions — a net loss of 7 holders — while 24 trimmed existing stakes and 19 added.
The largest buyer was Carson Wealth (CWM LLC), adding an estimated $98M. The largest seller was UBS Group, cutting an estimated $3.24M.
- 72 institutional investors held iShares Global Financials ETF (IXG) as of Q1 2019, down from 80 in Q4 2018.
- Funds reported $237M of iShares Global Financials ETF stock for Q1 2019, up 128% quarter-over-quarter.
- 9 funds opened new iShares Global Financials ETF positions in Q1 2019 and 16 closed out, a net change of -7 holders.
- The largest iShares Global Financials ETF buyer in Q1 2019 was Carson Wealth (CWM LLC), an estimated $98M added.
- The largest iShares Global Financials ETF seller in Q1 2019 was UBS Group, an estimated $3.24M sold.
Based on aggregated 13F filings for Q1 2019.