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iShares Global Financials ETF
IXG

130 hedge funds and large institutions have $281M invested in iShares Global Financials ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 26

27% more capital invested

Capital invested by funds: $221M → $281M (+$60M)

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

5.69% more ownership

Funds ownership: 42.07% → 47.75% (+5.7%)

1% more funds holding

Funds holding: 129 → 130 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

59% less call options, than puts

Call options by funds: $5.61M | Put options by funds: $13.9M

Holders
130
Holders Change
+1
Holders Change %
+0.78%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
44
Reduced
26
Closed
11
Calls
$5.61M
Puts
$13.9M
Net Calls
-$8.24M
Net Calls Change
-$8.24M

Top Buyers

Rank Fund Capital Flow
1
Pictet Asset Management
Pictet Asset Management
Switzerland
+$17.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$10.4M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.94M
4
Raymond James Financial
Raymond James Financial
Florida
+$6.65M
5
OWA
Outlook Wealth Advisors
Texas
+$4.98M

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$7.14M
2
Citadel Advisors
Citadel Advisors
Florida
-$4.85M
3
Jane Street
Jane Street
New York
-$1.82M
4
Morgan Stanley
Morgan Stanley
New York
-$1.28M
5
CIM
Cambria Investment Management
California
-$385K
Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
76
OneDigital Investment Advisors
Kansas
$238K +$3.29K +29 +1%
Rockefeller Capital Management
77
Rockefeller Capital Management
New York
$231K +$225K +1,982 New
FRA
78
Front Row Advisors
California
$221K -$14.2K -125 -6%
C1AG
79
Client 1st Advisory Group
Florida
$211K – – –
Wealth Enhancement Advisory Services
80
Wealth Enhancement Advisory Services
Minnesota
$206K +$202K +1,775 New
NS
81
NBC Securities
Alabama
$196K +$191K +1,678 New
SWM
82
Spire Wealth Management
Virginia
$188K – – –
Fidelity Investments
83
Fidelity Investments
Massachusetts
$180K +$8.86K +78 +5%
CSB
84
City State Bank
Iowa
$163K -$2.84K -25 -2%
OSAM
85
O'Shaughnessy Asset Management
Connecticut
$123K +$119K +1,051 New
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$115K – – –
AWM
87
AE Wealth Management
Kansas
$103K +$99.8K +879 +87,900%
SPIA
88
Steward Partners Investment Advisory
New York
$82.4K +$12.2K +107 +18%
Comerica Bank
89
Comerica Bank
Texas
$79.1K -$67.9K -598 -47%
NA
90
NewEdge Advisors
Louisiana
$76.5K – – –
CA
91
Clearstead Advisors
Ohio
$75.8K – – –
MWA
92
Medallion Wealth Advisors
Connecticut
$75.1K – – –
PWM
93
Provident Wealth Management
Tennessee
$70K – – –
SI
94
Sava Infond
Slovenia
$67.1K +$19.9K +175 +44%
Franklin Resources
95
Franklin Resources
California
$59.5K – – –
William Blair & Company
96
William Blair & Company
Illinois
$56.9K +$29.3K +258 +112%
HI
97
Harbour Investments
Wisconsin
$55.5K – – –
SIS
98
Sound Income Strategies
Florida
$55.5K – – –
AUB
99
Atlantic Union Bankshares
Virginia
$47K – – –
EDRH
100
Edmond de Rothschild Holding
Switzerland
$39.1K – – –
2 3
4
5 6

IXG Hedge Fund Activity: Q3 2025 in Review

130 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q3 2025, worth a combined $281M — up 27% from $221M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IXG positions and 11 closed out — a net gain of 2 holders — while 44 added to existing stakes and 26 trimmed.

The largest buyer was Pictet Asset Management, adding an estimated $17.5M. The largest seller was Flow Traders U.S., cutting an estimated $7.14M.

  • 130 institutional investors held iShares Global Financials ETF (IXG) as of Q3 2025, up from 129 in Q2 2025.
  • Funds reported $281M of iShares Global Financials ETF stock for Q3 2025, up 27% quarter-over-quarter.
  • 13 funds opened new iShares Global Financials ETF positions in Q3 2025 and 11 closed out, a net change of +2 holders.
  • The largest iShares Global Financials ETF buyer in Q3 2025 was Pictet Asset Management, an estimated $17.5M added.
  • The largest iShares Global Financials ETF seller in Q3 2025 was Flow Traders U.S., an estimated $7.14M sold.

Based on aggregated 13F filings for Q3 2025.