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iShares Global Financials ETF

129 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, 42 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 30

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

17% more capital invested

Capital invested by funds: $189M → $221M (+$32.5M)

1.73% more ownership

Funds ownership: 40.33%42.07% (+1.7%)

2% more funds holding

Funds holding: 127129 (+2)

Holders
129
Holders Change
+2
Holders Change %
+1.57%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
42
Reduced
30
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
76
Spire Wealth Management
Virginia
$178K -$116K -1,109 -41%
Fidelity Investments
77
Fidelity Investments
Massachusetts
$162K +$13.4K +128 +10%
CSB
78
City State Bank
Iowa
$158K +$21K +200 +16%
Comerica Bank
79
Comerica Bank
Texas
$141K +$5.55K +53 +4%
BCMLT
80
Beacon Capital Management LLC (Tennessee)
Tennessee
$121K +$1.47K +14 +1%
FFA
81
Farther Finance Advisors
California
$117K +$56.3K +537 +104%
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$109K
SS
83
Sunbelt Securities
Texas
$86.2K +$62.6K +597 +199%
NA
84
NewEdge Advisors
Louisiana
$72.7K +$210 +2 +0.3%
CA
85
Clearstead Advisors
Ohio
$72K
MWA
86
Medallion Wealth Advisors
Connecticut
$71.6K
PWM
87
Provident Wealth Management
Tennessee
$66.5K
SPIA
88
Steward Partners Investment Advisory
New York
$66.4K -$6.08K -58 -9%
Franklin Resources
89
Franklin Resources
California
$56.5K
SIS
90
Sound Income Strategies
Florida
$53.3K
HI
91
Harbour Investments
Wisconsin
$52.7K -$11.3K -108 -18%
AUB
92
Atlantic Union Bankshares
Virginia
$44.7K +$42.2K +403 New
SI
93
Sava Infond
Slovenia
$44.3K
EDRH
94
Edmond de Rothschild Holding
Switzerland
$37.1K -$10.8K -103 -24%
SS
95
SBI Securities
Japan
$34.1K +$2.73K +26 +9%
NB
96
NBT Bank
New York
$33.7K
FFA
97
Founders Financial Alliance
North Carolina
$33.2K
TWC
98
TD Waterhouse Canada
Ontario, Canada
$32.3K
GRP
99
Global Retirement Partners
California
$32.2K +$30.5K +291 New
WSFS
100
Wilmington Savings Fund Society
Delaware
$28.4K -$4.3K -41 -14%

IXG Hedge Fund Activity: Q2 2025 in Review

129 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q2 2025, worth a combined $221M — up 17% from $189M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IXG positions and 9 closed out — a net gain of 3 holders — while 42 added to existing stakes and 30 trimmed.

The largest buyer was EWG Elevate, adding an estimated $9.6M. The largest seller was Pictet Asset Management, cutting an estimated $11.6M.

  • 129 institutional investors held iShares Global Financials ETF (IXG) as of Q2 2025, up from 127 in Q1 2025.
  • Funds reported $221M of iShares Global Financials ETF stock for Q2 2025, up 17% quarter-over-quarter.
  • 12 funds opened new iShares Global Financials ETF positions in Q2 2025 and 9 closed out, a net change of +3 holders.
  • The largest iShares Global Financials ETF buyer in Q2 2025 was EWG Elevate, an estimated $9.6M added.
  • The largest iShares Global Financials ETF seller in Q2 2025 was Pictet Asset Management, an estimated $11.6M sold.

Based on aggregated 13F filings for Q2 2025.