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iShares Global Financials ETF

139 hedge funds and large institutions have $295M invested in iShares Global Financials ETF in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

32% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 34

7% more funds holding

Funds holding: 130139 (+9)

5% more capital invested

Capital invested by funds: $281M → $295M (+$13.3M)

2.24% less ownership

Funds ownership: 47.75%45.52% (-2.2%)

43% less call options, than puts

Call options by funds: $7.56M | Put options by funds: $13.2M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
139
Holders Change
+9
Holders Change %
+6.92%
% of All Funds
1.69%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
45
Reduced
34
Closed
10
Calls
$7.56M
Puts
$13.2M
Net Calls
-$5.66M
Net Calls Change
+$2.58M
Name Holding Trade Value Shares
Change
Change in
Stake
SEIA
76
Signature Estate & Investment Advisors
California
$275K +$1.75K +15 +0.7%
CIBC World Market
77
CIBC World Market
Ontario, Canada
$270K -$2.79K -24 -1%
LIA
78
Lynx Investment Advisory
District of Columbia
$267K +$257K +2,207 New
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$265K +$141K +1,210 +123%
Mercer Global Advisors
80
Mercer Global Advisors
Colorado
$261K +$116 +1 +0%
JP Morgan Chase
81
JP Morgan Chase
New York
$257K +$582 +5 +0.2%
Rockefeller Capital Management
82
Rockefeller Capital Management
New York
$241K +$1.4K +12 +0.6%
WA
83
Waverly Advisors
Alabama
$240K -$39.2K -337 -14%
C1AG
84
Client 1st Advisory Group
Florida
$219K
NS
85
NBC Securities
Alabama
$213K +$10K +86 +5%
FRA
86
Front Row Advisors
California
$209K -$18.6K -160 -8%
Fidelity Investments
87
Fidelity Investments
Massachusetts
$206K +$19.3K +166 +11%
MA
88
Mutual Advisors
Nebraska
$203K +$196K +1,680 New
SA
89
Sanctuary Advisors
Indiana
$203K +$196K +1,680 New
SWM
90
Spire Wealth Management
Virginia
$194K +$116 +1 +0.1%
NWM
91
Nova Wealth Management
Florida
$169K +$163K +1,403 New
CSB
92
City State Bank
Iowa
$169K
AGWCA
93
Annis Gardner Whiting Capital Advisors
Florida
$162K +$156K +1,341 New
IAIM
94
International Assets Investment Management
Florida
$162K -$151K -1,300 -49%
HIA
95
Harbor Investment Advisory
Maryland
$126K +$122K +1,045 New
FFA
96
Farther Finance Advisors
California
$113K -$2.03M -17,397 -95%
SPIA
97
Steward Partners Investment Advisory
New York
$111K +$25K +215 +30%
Comerica Bank
98
Comerica Bank
Texas
$81.9K
CA
99
Clearstead Advisors
Ohio
$78.5K
MWA
100
Medallion Wealth Advisors
Connecticut
$77.8K