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iShares Global Financials ETF
IXG

247 hedge funds and large institutions have $2.79B invested in iShares Global Financials ETF in 2021 Q2 according to their latest regulatory filings, with 186 funds opening new positions, 36 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,620% more first-time investments, than exits

New positions opened: 186 | Existing positions closed: 5

919% more capital invested

Capital invested by funds: $274M → $2.79B (+$2.52B)

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

274% more funds holding

Funds holding: 66 → 247 (+181)

260% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 10

35.78% more ownership

Funds ownership: 56.44% → 92.23% (+36%)

Holders
247
Holders Change
+181
Holders Change %
+274.24%
% of All Funds
4.3%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.07%
New
186
Increased
36
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$883M
2
Bank of America
Bank of America
North Carolina
+$222M
3
LPL Financial
LPL Financial
California
+$147M
4
Morgan Stanley
Morgan Stanley
New York
+$127M
5
BlackRock
BlackRock
New York
+$122M

Top Sellers

Rank Fund Capital Flow
1
PAMU
Pictet Asset Management (UK)
United Kingdom
-$2.12M
2
Jane Street
Jane Street
New York
-$1.81M
3
S
Schroders
United Kingdom
-$1.5M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$385K
5
AIC
Ayalon Insurance Company
Israel
-$223K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPAS
101
Spectrum Planning & Advisory Services
California
$1.95M +$1.96M +25,117 New
CA
102
Cetera Advisors
Colorado
$1.89M +$1.52M +19,543 +406%
VWM
103
Venturi Wealth Management
Texas
$1.88M +$1.89M +24,223 New
TWM
104
Tradition Wealth Management
Minnesota
$1.85M +$1.86M +23,850 New
NL
105
NWAM LLC
Washington
$1.85M +$1.86M +23,812 New
RIA
106
Regal Investment Advisors
Michigan
$1.83M +$1.84M +23,541 New
SW
107
SVB Wealth
Massachusetts
$1.81M +$1.82M +23,353 New
AF
108
Advisornet Financial
Minnesota
$1.81M +$1.79M +23,011 +8,523%
WF
109
Williams Financial
Vermont
$1.76M +$1.77M +22,669 New
Jane Street
110
Jane Street
New York
$1.73M -$1.81M -23,270 -51%
KWM
111
Keebeck Wealth Management
Illinois
$1.72M +$1.73M +22,214 New
RJA
112
Raymond James & Associates
Florida
$1.72M +$1.73M +22,157 New
4WM
113
4J Wealth Management
Virginia
$1.66M +$1.67M +21,430 New
SWM
114
SigFig Wealth Management
California
$1.52M +$1.53M +19,592 New
Mercer Global Advisors
115
Mercer Global Advisors
Colorado
$1.51M +$1.51M +19,420 New
WA
116
Wealth Alliance
New York
$1.48M +$1.48M +19,023 New
MCIA
117
Mountain Capital Investment Advisors
Colorado
$1.43M +$1.48M +18,970 New
MYIA
118
Mount Yale Investment Advisors
Colorado
$1.39M +$1.39M +17,874 New
Citadel Advisors
119
Citadel Advisors
Florida
$1.38M +$1.39M +17,829 New
Fisher Asset Management
120
Fisher Asset Management
Washington
$1.37M +$12.9K +165 +0.9%
BNP Paribas Financial Markets
121
BNP Paribas Financial Markets
France
$1.36M +$1.37M +17,511 New
MAFM
122
Mid Atlantic Financial Management
Pennsylvania
$1.35M +$1.36M +17,442 New
M&T Bank
123
M&T Bank
New York
$1.34M – – –
PAG
124
Private Advisor Group
New Jersey
$1.31M +$1.31M +16,847 New
Baird Financial Group
125
Baird Financial Group
Wisconsin
$1.25M +$1.25M +16,069 New
3 4
5
6 7

IXG Hedge Fund Activity: Q2 2021 in Review

247 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q2 2021, worth a combined $2.79B — up 919% from $274M a quarter earlier.

Buyers outnumbered sellers: 186 funds opened new IXG positions and 5 closed out — a net gain of 181 holders — while 36 added to existing stakes and 10 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $883M. The largest seller was Pictet Asset Management (UK), cutting an estimated $2.12M.

  • 247 institutional investors held iShares Global Financials ETF (IXG) as of Q2 2021, up from 66 in Q1 2021.
  • Funds reported $2.79B of iShares Global Financials ETF stock for Q2 2021, up 919% quarter-over-quarter.
  • 186 funds opened new iShares Global Financials ETF positions in Q2 2021 and 5 closed out, a net change of +181 holders.
  • The largest iShares Global Financials ETF buyer in Q2 2021 was Envestnet Asset Management, an estimated $883M added.
  • The largest iShares Global Financials ETF seller in Q2 2021 was Pictet Asset Management (UK), an estimated $2.12M sold.

Based on aggregated 13F filings for Q2 2021.