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iShares Global Financials ETF
IXG

114 hedge funds and large institutions have $167M invested in iShares Global Financials ETF in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 45 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.24% more ownership

Funds ownership: 40.3% → 41.54% (+1.2%)

7% less capital invested

Capital invested by funds: $180M → $167M (-$13.2M)

8% less funds holding

Funds holding: 124 → 114 (-10)

41% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 17

60% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 45

Holders
114
Holders Change
-10
Holders Change %
-8.06%
% of All Funds
1.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
18
Reduced
45
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$4.81M
2
Citadel Advisors
Citadel Advisors
Florida
+$2.32M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$2.13M
4
AIC
Ayalon Insurance Company
Israel
+$676K
5
Cerity Partners
Cerity Partners
New York
+$673K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$30.5M
2
SC
Scotia Capital
Ontario, Canada
-$1.4M
3
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
-$930K
4
MD
Money Design
Japan
-$889K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$682K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
76
Fidelity Investments
Massachusetts
$40.1K -$1.14K -14 -3%
EDRH
77
Edmond de Rothschild Holding
Switzerland
$38K – – –
AF
78
Advisornet Financial
Minnesota
$35.2K – – –
FFA
79
Founders Financial Alliance
North Carolina
$33.7K – – –
SSB
80
Sandy Spring Bank
Maryland
$33.5K – – –
Franklin Resources
81
Franklin Resources
California
$31.2K – – –
William Blair & Company
82
William Blair & Company
Illinois
$29.4K +$1.3K +16 +5%
GRP
83
Global Retirement Partners
California
$26.4K -$1.54K -19 -6%
CA
84
CoreCap Advisors
Michigan
$23.5K +$22.1K +272 New
FFA
85
Farther Finance Advisors
California
$21.4K -$5.6K -69 -22%
CFD
86
Creative Financial Designs
Indiana
$21K – – –
RAM
87
Riggs Asset Management
Pennsylvania
$20.2K – – –
WWP
88
WR Wealth Planners
Missouri
$19.8K +$18.5K +228 New
AW
89
Avion Wealth
Texas
$14K – – –
US Bancorp
90
US Bancorp
Minnesota
$12.3K – – –
IPW
91
Impact Partnership Wealth
Georgia
$11.4K – – –
JFGIW
92
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11.1K – – –
NS
93
NBC Securities
Alabama
$11K – – –
OIA
94
Optimum Investment Advisors
Illinois
$8.66K – – –
TAM
95
Tucker Asset Management
Colorado
$8.4K – – –
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$6.5K +$2.44K +30 +67%
TRCT
97
Tower Research Capital (TRC)
New York
$5.46K – – –
ACA
98
Aptus Capital Advisors
Alabama
$5.37K – – –
PS
99
Principal Securities
Iowa
$4.94K +$162 +2 +4%
AA
100
Ancora Advisors
Ohio
$4.68K -$1.54K -19 -26%
2 3
4
5 6

IXG Hedge Fund Activity: Q1 2024 in Review

114 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q1 2024, worth a combined $167M — down 7.3% from $180M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of IXG and 10 opened new positions — a net loss of 7 holders — while 45 trimmed existing stakes and 18 added.

The largest buyer was Jane Street, adding an estimated $4.81M. The largest seller was Morgan Stanley, cutting an estimated $30.5M.

  • 114 institutional investors held iShares Global Financials ETF (IXG) as of Q1 2024, down from 124 in Q4 2023.
  • Funds reported $167M of iShares Global Financials ETF stock for Q1 2024, down 7.3% quarter-over-quarter.
  • 10 funds opened new iShares Global Financials ETF positions in Q1 2024 and 17 closed out, a net change of -7 holders.
  • The largest iShares Global Financials ETF buyer in Q1 2024 was Jane Street, an estimated $4.81M added.
  • The largest iShares Global Financials ETF seller in Q1 2024 was Morgan Stanley, an estimated $30.5M sold.

Based on aggregated 13F filings for Q1 2024.