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iShares Global Financials ETF
IXG

Overview Fund Activity

263 hedge funds and large institutions have $2.59B invested in iShares Global Financials ETF in 2021 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 97 increasing their positions, 112 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
+16
Holders Change %
+6.48%
% of All Funds
4.62%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
37
Increased
97
Reduced
112
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$239M
2
MPW
2
MA Private Wealth
California
$9.97M
3
CIAS
3
CFS Investment Advisory Services
New Jersey
$9.71M
4
UBS Group
4
UBS Group
Switzerland
$19.1M
5
Ameriprise
5
Ameriprise
Minnesota
$30.6M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$782M
2
AssetMark Inc
2
AssetMark Inc
California
$17K
3
KFS
3
Kelly Financial Services
Massachusetts
$233K
4
BBVA
4
Banco Bilbao Vizcaya Argentaria
Spain
$17.1M
5
BlackRock
5
BlackRock
New York
$155M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
101
Maryland Capital Management
Maryland
$2.12M -$26.4K -336 -1%
WP
102
WealthShield Partners
North Carolina
$2.12M -$2.33M -29,682 -52%
TF
103
Trek Financial
Arizona
$2.11M -$160K -2,041 -7%
SXL
104
Summit X LLC
Missouri
$2.08M -$405K -5,142 -16%
BPC
105
Banque Pictet & Cie
Switzerland
$2.05M +$2.05M +26,100 New
HA
106
HYA Advisors
Missouri
$2M +$2M +24,907 New
SWA
107
Stratos Wealth Advisors
Ohio
$1.91M -$139K -1,773 -7%
WA
108
Wealth Alliance
New York
$1.9M +$412K +5,250 +28%
CA
109
Cetera Advisors
Colorado
$1.86M -$47.9K -611 -3%
AF
110
Advisornet Financial
Minnesota
$1.82M -$10.6K -135 -0.6%
PWM
111
Perigon Wealth Management
California
$1.78M +$1.78M +22,622 New
4WM
112
4J Wealth Management
Virginia
$1.75M +$63.4K +808 +4%
CWA
113
Clearview Wealth Advisors
Oregon
$1.72M -$401K -5,107 -19%
SPAS
114
Spectrum Planning & Advisory Services
California
$1.68M -$295K -3,760 -15%
NAG
115
Northstar Advisory Group
New Jersey
$1.68M +$1.68M +21,357 New
Goldman Sachs
116
Goldman Sachs
New York
$1.67M +$1.67M +21,277 New
Barclays
117
Barclays
United Kingdom
$1.67M +$1.66M +21,163 +37,791%
RIA
118
Regal Investment Advisors
Michigan
$1.64M -$211K -2,687 -11%
SW
119
SVB Wealth
Massachusetts
$1.64M -$198K -2,517 -11%
VWM
120
Venturi Wealth Management
Texas
$1.63M -$275K -3,505 -14%
TWM
121
Tradition Wealth Management
Minnesota
$1.53M -$339K -4,323 -18%
SPC
122
Sigma Planning Corp
Michigan
$1.53M +$829K +10,564 +119%
CFA
123
Cahill Financial Advisors
Minnesota
$1.48M +$1.48M +18,885 New
RJA
124
Raymond James & Associates
Florida
$1.48M -$257K -3,277 -15%
MCIA
125
Mountain Capital Investment Advisors
Colorado
$1.48M -$58.5K -721 -4%
3 4
5
6 7