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iShares Global Financials ETF

127 hedge funds and large institutions have $221M invested in iShares Global Financials ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
127
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
76
Spire Wealth Management
Virginia
$178K
Fidelity Investments
77
Fidelity Investments
Massachusetts
$162K
CSB
78
City State Bank
Iowa
$158K
Comerica Bank
79
Comerica Bank
Texas
$141K
BCMLT
80
Beacon Capital Management LLC (Tennessee)
Tennessee
$121K
FFA
81
Farther Finance Advisors
California
$117K
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$109K
SS
83
Sunbelt Securities
Texas
$86.2K
NA
84
NewEdge Advisors
Louisiana
$72.7K
CA
85
Clearstead Advisors
Ohio
$72K
PWM
86
Provident Wealth Management
Tennessee
$66.5K
SPIA
87
Steward Partners Investment Advisory
New York
$66.4K
Franklin Resources
88
Franklin Resources
California
$56.5K
SIS
89
Sound Income Strategies
Florida
$53.3K
HI
90
Harbour Investments
Wisconsin
$52.7K
AUB
91
Atlantic Union Bankshares
Virginia
$44.7K
SI
92
Sava Infond
Slovenia
$44.3K
EDRH
93
Edmond de Rothschild Holding
Switzerland
$37.1K
SS
94
SBI Securities
Japan
$34.1K
NB
95
NBT Bank
New York
$33.7K
FFA
96
Founders Financial Alliance
North Carolina
$33.2K
TWC
97
TD Waterhouse Canada
Ontario, Canada
$32.3K
GRP
98
Global Retirement Partners
California
$32.2K
WSFS
99
Wilmington Savings Fund Society
Delaware
$28.4K
RAM
100
Riggs Asset Management
Pennsylvania
$25.8K