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iShares Global Financials ETF

138 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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

2.24% less ownership

Funds ownership: 47.74%45.5% (-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
138
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$7.56M
Puts
$13.2M
Net Calls
Net Calls Change

Top Buyers

1 +$11.4M
2 +$3.8M
3 +$2.07M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.68M
5
Raymond James Financial
Raymond James Financial
Florida
+$1.53M

Top Sellers

1 -$3.24M
2 -$2.56M
3 -$2.03M
4
Morgan Stanley
Morgan Stanley
New York
-$1.83M
5
Ameriprise
Ameriprise
Minnesota
-$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
SEIA
76
Signature Estate & Investment Advisors
California
$275K
CIBC World Market
77
CIBC World Market
Ontario, Canada
$270K
LIA
78
Lynx Investment Advisory
District of Columbia
$267K
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$265K
Mercer Global Advisors
80
Mercer Global Advisors
Colorado
$261K
JP Morgan Chase
81
JP Morgan Chase
New York
$257K
Rockefeller Capital Management
82
Rockefeller Capital Management
New York
$241K
WA
83
Waverly Advisors
Alabama
$240K
C1AG
84
Client 1st Advisory Group
Florida
$219K
NS
85
NBC Securities
Alabama
$213K
FRA
86
Front Row Advisors
California
$209K
Fidelity Investments
87
Fidelity Investments
Massachusetts
$206K
MA
88
Mutual Advisors
Nebraska
$203K
SA
89
Sanctuary Advisors
Indiana
$203K
SWM
90
Spire Wealth Management
Virginia
$194K
NWM
91
Nova Wealth Management
Florida
$169K
CSB
92
City State Bank
Iowa
$169K
AGWCA
93
Annis Gardner Whiting Capital Advisors
Florida
$162K
IAIM
94
International Assets Investment Management
Florida
$162K
HIA
95
Harbor Investment Advisory
Maryland
$126K
FFA
96
Farther Finance Advisors
California
$113K
SPIA
97
Steward Partners Investment Advisory
New York
$111K
Comerica Bank
98
Comerica Bank
Texas
$81.9K
CA
99
Clearstead Advisors
Ohio
$78.5K
PWM
100
Provident Wealth Management
Tennessee
$72.5K