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iShares Global Financials ETF

131 hedge funds and large institutions have $176M invested in iShares Global Financials ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 22 increasing their positions, 57 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.09% more ownership

Funds ownership: 32.67%39.76% (+7.1%)

6% less funds holding

Funds holding: 139131 (-8)

18% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 22

61% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 57

89% less capital invested

Capital invested by funds: $1.67B → $176M (-$1.5B)

Holders
131
Holders Change
-8
Holders Change %
-5.76%
% of All Funds
2.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
22
Reduced
57
Closed
22
Calls
$380K
Puts
Net Calls
+$380K
Net Calls Change
+$380K
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
76
Farther Finance Advisors
California
$73K +$2.55K +35 +3%
SS
77
Sunbelt Securities
Texas
$68.3K +$72.7K +997 New
BlackRock
78
BlackRock
New York
$68.3K -$6.34K -87 -8%
HI
79
Harbour Investments
Wisconsin
$67.5K -$1.02K -14 -1%
CSPIA
80
Cary Street Partners Investment Advisory
Virginia
$67.1K
VCM
81
Vigilant Capital Management
Maine
$65K +$18.6K +255 +38%
CWA
82
Clearview Wealth Advisors
Oregon
$62.4K -$12K -165 -15%
WWP
83
WR Wealth Planners
Missouri
$49.7K -$11.2K -153 -18%
WP
84
WealthShield Partners
North Carolina
$43.9K +$46.4K +636 New
NRC
85
New Republic Capital
North Carolina
$40.7K +$43K +590 New
BAM
86
Belpointe Asset Management
Nevada
$38K -$2.26K -31 -5%
FCA
87
Fortis Capital Advisors
Kansas
$37.1K
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$36.2K
Fidelity Investments
89
Fidelity Investments
Massachusetts
$36.1K +$19.1K +262 +100%
AF
90
Advisornet Financial
Minnesota
$33K -$20.6K -283 -37%
SPIA
91
Steward Partners Investment Advisory
New York
$32.8K +$1.68K +23 +5%
PA
92
Parallel Advisors
California
$28.4K +$7.37K +101 +32%
William Blair & Company
93
William Blair & Company
Illinois
$28.4K -$3.06K -42 -9%
FFA
94
Founders Financial Alliance
North Carolina
$26.8K
SSB
95
Sandy Spring Bank
Maryland
$26K
Franklin Resources
96
Franklin Resources
California
$24.8K
RA
97
Rise Advisors
New York
$23.2K
Toronto Dominion Bank
98
Toronto Dominion Bank
Ontario, Canada
$22K +$23.3K +320 New
RAM
99
Riggs Asset Management
Pennsylvania
$19.2K +$20.3K +278 New
RBA
100
Richard Bernstein Advisors
New York
$17.9K -$24.6K -337 -56%

IXG Hedge Fund Activity: Q1 2023 in Review

131 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q1 2023, worth a combined $176M — down 89% from $1.67B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of IXG and 18 opened new positions — a net loss of 4 holders — while 57 trimmed existing stakes and 22 added.

The largest buyer was Phoenix Financial, opening a new position worth an estimated $26.7M. The largest seller was Cambria Investment Management, exiting entirely with an estimated $13.3M sold.

  • 131 institutional investors held iShares Global Financials ETF (IXG) as of Q1 2023, down from 139 in Q4 2022.
  • Funds reported $176M of iShares Global Financials ETF stock for Q1 2023, down 89% quarter-over-quarter.
  • 18 funds opened new iShares Global Financials ETF positions in Q1 2023 and 22 closed out, a net change of -4 holders.
  • The largest iShares Global Financials ETF buyer in Q1 2023 was Phoenix Financial, an estimated $26.7M added.
  • The largest iShares Global Financials ETF seller in Q1 2023 was Cambria Investment Management, an estimated $13.3M sold.

Based on aggregated 13F filings for Q1 2023.