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iShares Global Financials ETF

171 hedge funds and large institutions have $424M invested in iShares Global Financials ETF in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 25 increasing their positions, 93 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.43% less ownership

Funds ownership: 58.43%54.01% (-4.4%)

21% less funds holding

Funds holding: 217171 (-46)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

36% less capital invested

Capital invested by funds: $663M → $424M (-$239M)

68% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 65

73% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 93

Holders
171
Holders Change
-46
Holders Change %
-21.2%
% of All Funds
2.88%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
21
Increased
25
Reduced
93
Closed
65
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
76
Truist Financial
North Carolina
$392K +$26.1K +361 +6%
FFN
77
Focus Financial Network
Minnesota
$391K -$262K -3,625 -38%
MA
78
Mutual Advisors
Nebraska
$383K -$78K -1,079 -16%
TFF
79
The Family Firm
Maryland
$378K +$9.47K +131 +2%
NA
80
NewEdge Advisors
Louisiana
$368K -$506K -6,994 -56%
WWP
81
WR Wealth Planners
Missouri
$358K -$24.1K -334 -6%
PP
82
Patron Partners
Texas
$348K +$1.08K +15 +0.3%
VWM
83
Venturi Wealth Management
Texas
$327K -$11.3K -157 -3%
RJA
84
Raymond James & Associates
Florida
$324K -$326K -4,512 -48%
Citadel Advisors
85
Citadel Advisors
Florida
$312K -$5.17M -71,502 -94%
UCFA
86
United Capital Financial Advisors
Texas
$309K -$99.3K -1,373 -23%
JEST
87
JTC Employer Solutions Trustee
Jersey
$309K
IA
88
IFP Advisors
Florida
$293K
CAN
89
Cetera Advisor Networks
California
$288K -$90.8K -1,256 -22%
National Bank of Canada
90
National Bank of Canada
Quebec, Canada
$282K +$1.74K +24 +0.6%
VF
91
Virtu Financial
New York
$272K -$349K -4,829 -54%
FA
92
FDx Advisors
Illinois
$260K -$154K -2,125 -35%
ICP
93
Interchange Capital Partners
Pennsylvania
$260K -$101K -1,399 -26%
MLIC
94
Mandatum Life Insurance Company
Finland
$247K +$271K +3,750 New
KWS
95
Keystone Wealth Services
California
$245K -$445K -6,162 -62%
SPC
96
Sigma Planning Corp
Michigan
$230K -$293K -4,055 -54%
FCA
97
FLC Capital Advisors
California
$228K -$1.37M -18,889 -85%
MAG
98
Mayfair Advisory Group
Alabama
$227K +$239K +3,306 New
APC
99
Aspire Private Capital
North Carolina
$223K -$2.75K -38 -1%
SAM
100
Strategic Asset Management
Minnesota
$223K -$2.53K -35 -1%

IXG Hedge Fund Activity: Q2 2022 in Review

171 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q2 2022, worth a combined $424M — down 36% from $663M a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of IXG and 21 opened new positions — a net loss of 44 holders — while 93 trimmed existing stakes and 25 added.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $10.8M. The largest seller was Diversified, exiting entirely with an estimated $23.9M sold.

  • 171 institutional investors held iShares Global Financials ETF (IXG) as of Q2 2022, down from 217 in Q1 2022.
  • Funds reported $424M of iShares Global Financials ETF stock for Q2 2022, down 36% quarter-over-quarter.
  • 21 funds opened new iShares Global Financials ETF positions in Q2 2022 and 65 closed out, a net change of -44 holders.
  • The largest iShares Global Financials ETF buyer in Q2 2022 was Goldman Sachs, an estimated $10.8M added.
  • The largest iShares Global Financials ETF seller in Q2 2022 was Diversified, an estimated $23.9M sold.

Based on aggregated 13F filings for Q2 2022.