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iShares Global Financials ETF
IXG

Overview Fund Activity

124 hedge funds and large institutions have $180M invested in iShares Global Financials ETF in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 16 increasing their positions, 48 reducing their positions, and 7 closing their positions.

Holders
124
Holders Change
+12
Holders Change %
+10.71%
% of All Funds
1.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
16
Reduced
48
Closed
7
Calls
$8K
Puts
–
Net Calls
+$8K
Net Calls Change
-$372K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$59.5M
2
MD
2
Money Design
Japan
$4.84M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.54M
4
Ameriprise
4
Ameriprise
Minnesota
$2.13M
5
WSTAM
5
Wilbanks Smith & Thomas Asset Management
Virginia
$930K

Top Sellers

1
Jane Street
1
Jane Street
New York
$8.14M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$94.2K
3
SWM
3
Spire Wealth Management
Virginia
$502K
4
CWM
4
Centurion Wealth Management
Virginia
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
NB
76
NBT Bank
New York
$40.9K +$40.9K +520 New
SIS
77
Sound Income Strategies
Florida
$37.8K +$37.8K +481 New
Fidelity Investments
78
Fidelity Investments
Massachusetts
$37.5K +$7.94K +101 +27%
EDRH
79
Edmond de Rothschild Holding
Switzerland
$34.4K – – –
AF
80
Advisornet Financial
Minnesota
$31.9K -$3.38K -43 -10%
FFA
81
Founders Financial Alliance
North Carolina
$30.6K – – –
SSB
82
Sandy Spring Bank
Maryland
$30.4K +$393 +5 +1%
Franklin Resources
83
Franklin Resources
California
$28.3K – – –
RA
84
Rise Advisors
New York
$27.1K +$314 +4 +1%
William Blair & Company
85
William Blair & Company
Illinois
$25.4K -$7.08K -90 -22%
GRP
86
Global Retirement Partners
California
$24.9K -$340K -4,421 -93%
FFA
87
Farther Finance Advisors
California
$24.9K -$3.69K -47 -13%
PWMG
88
Provence Wealth Management Group
California
$20.9K -$2.91K -37 -12%
CAS
89
Coppell Advisory Solutions
Texas
$19.8K +$19.8K +252 New
CFD
90
Creative Financial Designs
Indiana
$19K -$786 -10 -4%
CWP
91
Concord Wealth Partners
Virginia
$18.6K – – –
RAM
92
Riggs Asset Management
Pennsylvania
$18.3K – – –
NSG
93
Nalls Sherbakoff Group
Tennessee
$15.7K – – –
AW
94
Avion Wealth
Texas
$12K – – –
US Bancorp
95
US Bancorp
Minnesota
$11.2K – – –
ASN
96
Advisory Services Network
Georgia
$10.7K +$10.7K +137 New
IPW
97
Impact Partnership Wealth
Georgia
$10.4K – – –
JFGIW
98
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10.1K +$10.1K +128 New
NS
99
NBC Securities
Alabama
$9K -$4.66K -60 -34%
SWS
100
SYSTM Wealth Solutions
Illinois
$8.88K +$8.88K +113 New
2 3
4
5 6