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iShares Global Financials ETF

171 hedge funds and large institutions have $424M invested in iShares Global Financials ETF in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 25 increasing their positions, 93 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.43% less ownership

Funds ownership: 58.43%54.01% (-4.4%)

21% less funds holding

Funds holding: 217171 (-46)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

36% less capital invested

Capital invested by funds: $663M → $424M (-$239M)

68% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 65

73% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 93

Holders
171
Holders Change
-46
Holders Change %
-21.2%
% of All Funds
2.88%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
21
Increased
25
Reduced
93
Closed
65
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank Julius Baer & Co
101
Bank Julius Baer & Co
Switzerland
$222K +$6.22K +86 +3%
SPI
102
Sutton Place Investors
New York
$212K -$28.6K -396 -11%
FRA
103
Front Row Advisors
California
$179K
CA
104
CoreCap Advisors
Michigan
$144K -$79.8K -1,104 -34%
Citigroup
105
Citigroup
New York
$143K -$5.49K -76 -3%
AF
106
Advisornet Financial
Minnesota
$134K -$653K -9,034 -82%
UB
107
UMB Bank
Missouri
$129K +$129K +1,782 +968%
GRP
108
Global Retirement Partners
California
$109K +$2.75K +38 +2%
CWA
109
Clearview Wealth Advisors
Oregon
$104K -$1.95K -27 -2%
WWM
110
Wolff Wiese Magana
California
$103K
QCG
111
Quadrant Capital Group
Ohio
$89K
LC
112
Lindbrook Capital
California
$80K
HI
113
Harbour Investments
Wisconsin
$80K +$88.1K +1,219 New
PFGIA
114
Patriot Financial Group Insurance Agency
Massachusetts
$62K -$157K -2,177 -70%
CWP
115
Concord Wealth Partners
Virginia
$59K
HWMA
116
Heritage Wealth Management (Arizona)
Arizona
$55.5K -$22.2K -307 -27%
CS
117
Credit Suisse
Switzerland
$45K -$159K -2,200 -76%
FFA
118
Founders Financial Alliance
North Carolina
$45K -$1.81K -25 -4%
William Blair & Company
119
William Blair & Company
Illinois
$37K +$2.6K +36 +7%
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
$34K
VCM
121
Vigilant Capital Management
Maine
$32K +$34.7K +480 New
ED
122
Exane Derivatives
France
$31.2K
AA
123
Ancora Advisors
Ohio
$31K -$31.4K -435 -48%
PA
124
Parallel Advisors
California
$26K +$2.31K +32 +9%
Franklin Resources
125
Franklin Resources
California
$24K

IXG Hedge Fund Activity: Q2 2022 in Review

171 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q2 2022, worth a combined $424M — down 36% from $663M a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of IXG and 21 opened new positions — a net loss of 44 holders — while 93 trimmed existing stakes and 25 added.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $10.8M. The largest seller was Diversified, exiting entirely with an estimated $23.9M sold.

  • 171 institutional investors held iShares Global Financials ETF (IXG) as of Q2 2022, down from 217 in Q1 2022.
  • Funds reported $424M of iShares Global Financials ETF stock for Q2 2022, down 36% quarter-over-quarter.
  • 21 funds opened new iShares Global Financials ETF positions in Q2 2022 and 65 closed out, a net change of -44 holders.
  • The largest iShares Global Financials ETF buyer in Q2 2022 was Goldman Sachs, an estimated $10.8M added.
  • The largest iShares Global Financials ETF seller in Q2 2022 was Diversified, an estimated $23.9M sold.

Based on aggregated 13F filings for Q2 2022.