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iShares Global Financials ETF

127 hedge funds and large institutions have $167M invested in iShares Global Financials ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 27 increasing their positions, 38 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 3

12% more funds holding

Funds holding: 113127 (+14)

9% more capital invested

Capital invested by funds: $153M → $167M (+$13.9M)

5.41% less ownership

Funds ownership: 44.07%38.65% (-5.4%)

29% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 38

Holders
127
Holders Change
+14
Holders Change %
+12.39%
% of All Funds
1.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
27
Reduced
38
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$94.4K +$6.83K +70 +8%
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$88.8K +$34.3K +352 +62%
Fidelity Investments
78
Fidelity Investments
Massachusetts
$87.7K +$22.2K +228 +33%
SS
79
Sunbelt Securities
Texas
$86.3K
NCM
80
Northwest Capital Management
Oregon
$84.1K -$30.7K -315 -26%
HI
81
Harbour Investments
Wisconsin
$76.1K
NA
82
NewEdge Advisors
Louisiana
$67.2K +$97 +1 +0.1%
MWA
83
Medallion Wealth Advisors
Connecticut
$62.8K +$62.8K +644 New
CA
84
Clearstead Advisors
Ohio
$62.4K
SPIA
85
Steward Partners Investment Advisory
New York
$54.8K
Franklin Resources
86
Franklin Resources
California
$49K +$14.6K +150 +42%
SIS
87
Sound Income Strategies
Florida
$46.2K
EDRH
88
Edmond de Rothschild Holding
Switzerland
$42.1K
TWC
89
TD Waterhouse Canada
Ontario, Canada
$38.5K
SI
90
Sava Infond
Slovenia
$38.4K +$39K +400 New
SSB
91
Sandy Spring Bank
Maryland
$38.2K +$390 +4 +1%
AWM
92
AE Wealth Management
Kansas
$35.1K +$35.6K +365 New
NB
93
NBT Bank
New York
$29.2K
FFA
94
Founders Financial Alliance
North Carolina
$28.8K
WSFS
95
Wilmington Savings Fund Society
Delaware
$28.5K
GRP
96
Global Retirement Partners
California
$27.7K -$2.54K -26 -8%
SS
97
SBI Securities
Japan
$22.8K +$23.1K +237 New
RAM
98
Riggs Asset Management
Pennsylvania
$22.4K
William Blair & Company
99
William Blair & Company
Illinois
$22.1K
AssetMark Inc
100
AssetMark Inc
California
$17.7K

IXG Hedge Fund Activity: Q4 2024 in Review

127 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q4 2024, worth a combined $167M — up 9.1% from $153M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IXG positions and 3 closed out — a net gain of 15 holders — while 27 added to existing stakes and 38 trimmed.

The largest buyer was Banco Santander, opening a new position worth an estimated $4.61M. The largest seller was International Assets Investment Management, cutting an estimated $30.8M.

  • 127 institutional investors held iShares Global Financials ETF (IXG) as of Q4 2024, up from 113 in Q3 2024.
  • Funds reported $167M of iShares Global Financials ETF stock for Q4 2024, up 9.1% quarter-over-quarter.
  • 18 funds opened new iShares Global Financials ETF positions in Q4 2024 and 3 closed out, a net change of +15 holders.
  • The largest iShares Global Financials ETF buyer in Q4 2024 was Banco Santander, an estimated $4.61M added.
  • The largest iShares Global Financials ETF seller in Q4 2024 was International Assets Investment Management, an estimated $30.8M sold.

Based on aggregated 13F filings for Q4 2024.