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iShares Global Financials ETF
IXG

307 hedge funds and large institutions have $2.37B invested in iShares Global Financials ETF in 2021 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 66 increasing their positions, 147 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 28

17% more funds holding

Funds holding: 263 → 307 (+44)

0.58% less ownership

Funds ownership: 85.57% → 84.98% (-0.58%)

9% less capital invested

Capital invested by funds: $2.59B → $2.37B (-$226M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

55% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 147

Holders
307
Holders Change
+44
Holders Change %
+16.73%
% of All Funds
4.72%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
76
Increased
66
Reduced
147
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.39M
2
CIM
Cambria Investment Management
California
+$5.49M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.75M
4
NCM
Northwest Capital Management
Oregon
+$3.14M
5
Allianz Asset Management
Allianz Asset Management
Germany
+$2.46M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$178M
2
BlackRock
BlackRock
New York
-$37.9M
3
LPL Financial
LPL Financial
California
-$32.4M
4
PAS
Park Avenue Securities
New York
-$21.2M
5
Osaic Holdings
Osaic Holdings
Arizona
-$18.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
76
HighTower Advisors
Illinois
$3.16M -$1.03M -12,744 -24%
BCA
77
Biltmore Capital Advisors
New Jersey
$3.14M -$959K -11,848 -23%
CS
78
Comerica Securities
Michigan
$3.04M -$988K -12,202 -24%
EH
79
Equitable Holdings
New York
$2.98M -$998K -12,324 -25%
OWA
80
One Wealth Advisors
California
$2.94M -$270K -3,332 -8%
PWA
81
Physician Wealth Advisors
Utah
$2.94M -$713K -8,804 -20%
EL
82
EQ LLC
Washington
$2.93M -$106K -1,314 -3%
BCM
83
Brookstone Capital Management
Illinois
$2.89M -$1.13M -14,011 -29%
OAP
84
One Advisory Partners
Kansas
$2.8M -$802K -9,906 -22%
BNP Paribas Financial Markets
85
BNP Paribas Financial Markets
France
$2.8M +$1.42M +17,522 +100%
APW
86
Austin Private Wealth
Texas
$2.78M -$635K -7,845 -18%
T
87
TNF
Montana
$2.77M +$55.2K +682 +2%
SAMC
88
Spectrum Asset Management (California)
California
$2.62M -$2.8M -34,566 -51%
HA
89
HYA Advisors
Missouri
$2.62M +$632K +7,808 +31%
SB
90
Sunflower Bank
Texas
$2.55M -$367K -4,533 -12%
AWA
91
Arete Wealth Advisors
Illinois
$2.54M +$77.8K +961 +3%
ST
92
Sentinel Trust
Texas
$2.49M – – –
WMS
93
Wealth Management Solutions
Pennsylvania
$2.46M +$2.49M +30,762 New
ASN
94
Advisory Services Network
Georgia
$2.44M -$777K -9,595 -24%
Allianz Asset Management
95
Allianz Asset Management
Germany
$2.43M +$2.46M +30,400 New
SCA
96
Snowden Capital Advisors
New York
$2.41M -$420K -5,183 -15%
CAN
97
Cetera Advisor Networks
California
$2.41M -$520K -6,419 -18%
SL
98
SWMG LLC
Texas
$2.4M -$864K -10,671 -26%
Jane Street
99
Jane Street
New York
$2.28M -$2.4M -29,698 -51%
TCA
100
Transcend Capital Advisors
New Jersey
$2.23M +$40.2K +496 +2%
2 3
4
5 6

IXG Hedge Fund Activity: Q4 2021 in Review

307 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q4 2021, worth a combined $2.37B — down 8.7% from $2.59B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new IXG positions and 28 closed out — a net gain of 48 holders — while 66 added to existing stakes and 147 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $6.39M. The largest seller was Envestnet Asset Management, cutting an estimated $178M.

  • 307 institutional investors held iShares Global Financials ETF (IXG) as of Q4 2021, up from 263 in Q3 2021.
  • Funds reported $2.37B of iShares Global Financials ETF stock for Q4 2021, down 8.7% quarter-over-quarter.
  • 76 funds opened new iShares Global Financials ETF positions in Q4 2021 and 28 closed out, a net change of +48 holders.
  • The largest iShares Global Financials ETF buyer in Q4 2021 was Susquehanna International Group, an estimated $6.39M added.
  • The largest iShares Global Financials ETF seller in Q4 2021 was Envestnet Asset Management, an estimated $178M sold.

Based on aggregated 13F filings for Q4 2021.