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iShares Global Financials ETF

136 hedge funds and large institutions have $222M invested in iShares Global Financials ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 33 increasing their positions, 38 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 18

2% less funds holding

Funds holding: 139136 (-3)

2.74% less ownership

Funds ownership: 45.52%42.78% (-2.7%)

13% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 38

25% less capital invested

Capital invested by funds: $295M → $222M (-$72.7M)

Holders
136
Holders Change
-3
Holders Change %
-2.16%
% of All Funds
1.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
33
Reduced
38
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
$239K -$55.9K -471 -18%
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$235K -$63.2K -532 -21%
CWA
78
Centerline Wealth Advisors
Kentucky
$231K +$241K +2,027 New
WA
79
Waverly Advisors
Alabama
$227K
Rockefeller Capital Management
80
Rockefeller Capital Management
New York
$222K -$5.46K -46 -2%
C1AG
81
Client 1st Advisory Group
Florida
$207K
OCA
82
OpenArc Corporate Advisory
Georgia
$202K +$211K +1,776 New
FRA
83
Front Row Advisors
California
$197K
Fidelity Investments
84
Fidelity Investments
Massachusetts
$194K -$594 -5 -0.3%
SWM
85
Spire Wealth Management
Virginia
$183K
CSB
86
City State Bank
Iowa
$160K
IAIM
87
International Assets Investment Management
Florida
$154K
AGWCA
88
Annis Gardner Whiting Capital Advisors
Florida
$153K
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$120K -$135K -1,140 -52%
FFA
90
Farther Finance Advisors
California
$120K +$13.1K +110 +12%
HIA
91
Harbor Investment Advisory
Maryland
$119K
SPIA
92
Steward Partners Investment Advisory
New York
$117K +$12.5K +105 +11%
AWM
93
AE Wealth Management
Kansas
$116K -$263K -2,216 -69%
CA
94
Clearstead Advisors
Ohio
$74.1K
MWA
95
Medallion Wealth Advisors
Connecticut
$73.4K
PWM
96
Provident Wealth Management
Tennessee
$68.4K
SI
97
Sava Infond
Slovenia
$65.5K
GSEP
98
Golden State Equity Partners
California
$62.7K +$65.3K +550 New
William Blair & Company
99
William Blair & Company
Illinois
$55.6K
HI
100
Harbour Investments
Wisconsin
$52.4K -$1.9K -16 -3%

IXG Hedge Fund Activity: Q1 2026 in Review

136 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q1 2026, worth a combined $222M — down 25% from $295M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IXG positions and 18 closed out — a net gain of 2 holders — while 33 added to existing stakes and 38 trimmed.

The largest buyer was Avior Wealth Management, opening a new position worth an estimated $10.9M. The largest seller was Pictet Asset Management, exiting entirely with an estimated $41.1M sold.

  • 136 institutional investors held iShares Global Financials ETF (IXG) as of Q1 2026, down from 139 in Q4 2025.
  • Funds reported $222M of iShares Global Financials ETF stock for Q1 2026, down 25% quarter-over-quarter.
  • 20 funds opened new iShares Global Financials ETF positions in Q1 2026 and 18 closed out, a net change of +2 holders.
  • The largest iShares Global Financials ETF buyer in Q1 2026 was Avior Wealth Management, an estimated $10.9M added.
  • The largest iShares Global Financials ETF seller in Q1 2026 was Pictet Asset Management, an estimated $41.1M sold.

Based on aggregated 13F filings for Q1 2026.