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iShares Global Financials ETF

217 hedge funds and large institutions have $663M invested in iShares Global Financials ETF in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 40 increasing their positions, 123 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

26.55% less ownership

Funds ownership: 84.98%58.43% (-27%)

29% less funds holding

Funds holding: 307217 (-90)

67% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 123

72% less capital invested

Capital invested by funds: $2.37B → $663M (-$1.7B)

74% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 113

Holders
217
Holders Change
-90
Holders Change %
-29.32%
% of All Funds
3.42%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
29
Increased
40
Reduced
123
Closed
113
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
76
Mercer Global Advisors
Colorado
$846K -$10.1K -125 -1%
PAMG
77
Patton Albertson Miller Group
Tennessee
$821K -$788K -9,752 -49%
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$813K +$339K +4,193 +69%
KWS
79
Keystone Wealth Services
California
$785K -$366K -4,535 -31%
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$782K -$120M -1,490,030 -99%
RA
81
RFG Advisory
Alabama
$771K -$1.06M -13,126 -57%
MCIA
82
Mountain Capital Investment Advisors
Colorado
$771K -$359K -4,443 -31%
FFN
83
Focus Financial Network
Minnesota
$761K +$774K +9,580 New
RJA
84
Raymond James & Associates
Florida
$750K -$941K -11,643 -55%
DE
85
Day & Ennis
Georgia
$744K -$2.71M -33,585 -78%
SW
86
SVB Wealth
Massachusetts
$723K -$44.6K -552 -6%
VF
87
Virtu Financial
New York
$713K +$725K +8,971 New
MHR
88
Matthew Hamilton Rosenberg
$710K -$55.4K -686 -7%
Fifth Third Bancorp
89
Fifth Third Bancorp
Ohio
$704K
IAIM
90
International Assets Investment Management
Florida
$693K +$395K +4,894 +128%
Northern Trust
91
Northern Trust
Illinois
$649K
ME
92
McIlrath & Eck
Washington
$614K +$624K +7,725 New
SPC
93
Sigma Planning Corp
Michigan
$600K -$888K -10,984 -59%
AWM
94
Alterna Wealth Management
Texas
$600K -$400K -4,950 -40%
SPIA
95
Steward Partners Investment Advisory
New York
$598K -$1.52M -18,853 -71%
JP Morgan Chase
96
JP Morgan Chase
New York
$565K -$156K -1,927 -21%
MA
97
Mutual Advisors
Nebraska
$549K -$43.1K -533 -7%
FDCDDQ
98
Federation des caisses Desjardins du Quebec
Quebec, Canada
$532K +$67.1K +830 +14%
CPC
99
Cookson Peirce & Co
Pennsylvania
$510K +$161K +1,988 +45%
MSWMA
100
Market Street Wealth Management Advisors
Indiana
$492K -$5.03M -62,284 -91%

IXG Hedge Fund Activity: Q1 2022 in Review

217 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q1 2022, worth a combined $663M — down 72% from $2.37B a quarter earlier.

Sellers outnumbered buyers: 113 funds closed out of IXG and 29 opened new positions — a net loss of 84 holders — while 123 trimmed existing stakes and 40 added.

The largest buyer was Jane Street, adding an estimated $37.9M. The largest seller was Envestnet Asset Management, cutting an estimated $612M.

  • 217 institutional investors held iShares Global Financials ETF (IXG) as of Q1 2022, down from 307 in Q4 2021.
  • Funds reported $663M of iShares Global Financials ETF stock for Q1 2022, down 72% quarter-over-quarter.
  • 29 funds opened new iShares Global Financials ETF positions in Q1 2022 and 113 closed out, a net change of -84 holders.
  • The largest iShares Global Financials ETF buyer in Q1 2022 was Jane Street, an estimated $37.9M added.
  • The largest iShares Global Financials ETF seller in Q1 2022 was Envestnet Asset Management, an estimated $612M sold.

Based on aggregated 13F filings for Q1 2022.