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iShares Global Financials ETF

217 hedge funds and large institutions have $663M invested in iShares Global Financials ETF in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 40 increasing their positions, 123 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

26.55% less ownership

Funds ownership: 84.98%58.43% (-27%)

29% less funds holding

Funds holding: 307217 (-90)

67% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 123

72% less capital invested

Capital invested by funds: $2.37B → $663M (-$1.7B)

74% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 113

Holders
217
Holders Change
-90
Holders Change %
-29.32%
% of All Funds
3.42%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
29
Increased
40
Reduced
123
Closed
113
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
101
FDx Advisors
Illinois
$483K -$197K -2,432 -29%
UCFA
102
United Capital Financial Advisors
Texas
$483K +$30.1K +373 +7%
KFS
103
Kelly Financial Services
Massachusetts
$463K +$240K +2,972 +104%
WWP
104
WR Wealth Planners
Missouri
$460K +$468K +5,786 New
CAN
105
Cetera Advisor Networks
California
$448K -$1.98M -24,446 -81%
TFF
106
The Family Firm
Maryland
$447K +$162 +2 +0%
Truist Financial
107
Truist Financial
North Carolina
$445K -$2.83M -35,067 -86%
ICP
108
Interchange Capital Partners
Pennsylvania
$425K -$78.6K -973 -15%
Lido Advisors
109
Lido Advisors
California
$420K -$48.6K -601 -10%
PP
110
Patron Partners
Texas
$419K +$14.5K +179 +4%
VWM
111
Venturi Wealth Management
Texas
$407K -$797K -9,866 -66%
VAS
112
Vestmark Advisory Solutions
Massachusetts
$407K -$180K -2,228 -30%
WF
113
Williams Financial
Vermont
$396K -$669K -8,281 -62%
Rockefeller Capital Management
114
Rockefeller Capital Management
New York
$396K -$53.8K -666 -12%
FIA
115
Foundations Investment Advisors
Arizona
$390K -$3.15M -38,943 -88%
JEST
116
JTC Employer Solutions Trustee
Jersey
$374K
CAG
117
Csenge Advisory Group
Florida
$373K -$119K -1,477 -24%
IA
118
IFG Advisory
Georgia
$368K +$9.78K +121 +3%
WP
119
WealthSource Partners
California
$365K -$10.4M -128,920 -97%
CFA
120
Cahill Financial Advisors
Minnesota
$354K -$1.75M -21,662 -83%
MCM
121
Moore Capital Management
New York
$354K +$360K +4,450 New
AAS
122
Avantax Advisory Services
Texas
$353K -$868K -10,746 -71%
National Bank of Canada
123
National Bank of Canada
Quebec, Canada
$339K +$43.1K +534 +14%
SG
124
StoneX Group
New York
$321K -$102K -1,262 -24%
WWM
125
Western Wealth Management
Colorado
$312K -$12.6K -156 -4%

IXG Hedge Fund Activity: Q1 2022 in Review

217 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q1 2022, worth a combined $663M — down 72% from $2.37B a quarter earlier.

Sellers outnumbered buyers: 113 funds closed out of IXG and 29 opened new positions — a net loss of 84 holders — while 123 trimmed existing stakes and 40 added.

The largest buyer was Jane Street, adding an estimated $37.9M. The largest seller was Envestnet Asset Management, cutting an estimated $612M.

  • 217 institutional investors held iShares Global Financials ETF (IXG) as of Q1 2022, down from 307 in Q4 2021.
  • Funds reported $663M of iShares Global Financials ETF stock for Q1 2022, down 72% quarter-over-quarter.
  • 29 funds opened new iShares Global Financials ETF positions in Q1 2022 and 113 closed out, a net change of -84 holders.
  • The largest iShares Global Financials ETF buyer in Q1 2022 was Jane Street, an estimated $37.9M added.
  • The largest iShares Global Financials ETF seller in Q1 2022 was Envestnet Asset Management, an estimated $612M sold.

Based on aggregated 13F filings for Q1 2022.