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iShares Global Financials ETF

113 hedge funds and large institutions have $153M invested in iShares Global Financials ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 44 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $135M → $153M (+$18M)

3.34% more ownership

Funds ownership: 40.72%44.07% (+3.3%)

4% less funds holding

Funds holding: 118113 (-5)

31% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 16

59% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 44

Holders
113
Holders Change
-5
Holders Change %
-4.24%
% of All Funds
1.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
18
Reduced
44
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
76
Sound Income Strategies
Florida
$45.5K
EDRH
77
Edmond de Rothschild Holding
Switzerland
$41.4K
AF
78
Advisornet Financial
Minnesota
$37.8K -$720 -8 -2%
TWC
79
TD Waterhouse Canada
Ontario, Canada
$37.5K -$9K -100 -20%
SSB
80
Sandy Spring Bank
Maryland
$37.2K
Franklin Resources
81
Franklin Resources
California
$34.6K
RA
82
Rise Advisors
New York
$33.2K
GRP
83
Global Retirement Partners
California
$29.8K +$2.25K +25 +9%
NB
84
NBT Bank
New York
$28.8K
FFA
85
Founders Financial Alliance
North Carolina
$28.4K -$8.01K -89 -23%
WSFS
86
Wilmington Savings Fund Society
Delaware
$28.1K +$26.7K +297 New
RAM
87
Riggs Asset Management
Pennsylvania
$22K
William Blair & Company
88
William Blair & Company
Illinois
$21.8K -$8.55K -95 -29%
CAS
89
Coppell Advisory Solutions
Texas
$18.6K
AssetMark Inc
90
AssetMark Inc
California
$17.4K +$4.32K +48 +35%
WWP
91
WR Wealth Planners
Missouri
$17K
AW
92
Avion Wealth
Texas
$14K
JFGIW
93
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12.1K
AAP
94
Arax Advisory Partners
Colorado
$10.2K
OIA
95
Optimum Investment Advisors
Illinois
$9.46K
LFG
96
Larson Financial Group
Missouri
$9.46K +$9K +100 New
FFA
97
Farther Finance Advisors
California
$9.36K -$13.6K -151 -60%
PS
98
Principal Securities
Iowa
$6.34K +$900 +10 +18%
TRCT
99
Tower Research Capital (TRC)
New York
$5.96K
AA
100
Ancora Advisors
Ohio
$5.11K

IXG Hedge Fund Activity: Q3 2024 in Review

113 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q3 2024, worth a combined $153M — up 13% from $135M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of IXG and 11 opened new positions — a net loss of 5 holders — while 44 trimmed existing stakes and 18 added.

The largest buyer was International Assets Investment Management, adding an estimated $28.3M. The largest seller was Jane Street, exiting entirely with an estimated $14.5M sold.

  • 113 institutional investors held iShares Global Financials ETF (IXG) as of Q3 2024, down from 118 in Q2 2024.
  • Funds reported $153M of iShares Global Financials ETF stock for Q3 2024, up 13% quarter-over-quarter.
  • 11 funds opened new iShares Global Financials ETF positions in Q3 2024 and 16 closed out, a net change of -5 holders.
  • The largest iShares Global Financials ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $28.3M added.
  • The largest iShares Global Financials ETF seller in Q3 2024 was Jane Street, an estimated $14.5M sold.

Based on aggregated 13F filings for Q3 2024.