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iShares Global Financials ETF

131 hedge funds and large institutions have $176M invested in iShares Global Financials ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 22 increasing their positions, 57 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.09% more ownership

Funds ownership: 32.67%39.76% (+7.1%)

6% less funds holding

Funds holding: 139131 (-8)

18% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 22

61% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 57

89% less capital invested

Capital invested by funds: $1.67B → $176M (-$1.5B)

Holders
131
Holders Change
-8
Holders Change %
-5.76%
% of All Funds
2.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
22
Reduced
57
Closed
22
Calls
$380K
Puts
Net Calls
+$380K
Net Calls Change
+$380K
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
101
Creative Financial Designs
Indiana
$17.5K -$3.28K -45 -15%
NSG
102
Nalls Sherbakoff Group
Tennessee
$13.7K +$14.6K +200 New
VWM
103
Venturi Wealth Management
Texas
$13.5K +$14.2K +195 New
CWP
104
Concord Wealth Partners
Virginia
$13.5K -$5.47K -75 -28%
AA
105
Ancora Advisors
Ohio
$11.6K -$8.46K -116 -41%
ASN
106
Advisory Services Network
Georgia
$10.6K -$219 -3 -2%
AW
107
Avion Wealth
Texas
$10K
US Bancorp
108
US Bancorp
Minnesota
$9.8K
OIA
109
Optimum Investment Advisors
Illinois
$6.9K +$4.08K +56 +127%
TAM
110
Tucker Asset Management
Colorado
$6.69K
TFGT
111
TS Financial Group (TSFG)
Illinois
$6K
JP Morgan Chase
112
JP Morgan Chase
New York
$5.14K -$2.63K -36 -33%
TRCT
113
Tower Research Capital (TRC)
New York
$5K -$8.39K -115 -63%
AWM
114
Aspire Wealth Management
Massachusetts
$4.76K -$73 -1 -1%
ACA
115
Aptus Capital Advisors
Alabama
$4.28K
AAS
116
Ameritas Advisory Services
Nebraska
$3.85K +$4.08K +56 New
IA
117
IFP Advisors
Florida
$3.32K -$38.3K -525 -91%
IF
118
Integrity Financial
Wyoming
$2.83K
BLC
119
Brown, Lisle/Cummings
Rhode Island
$2.42K
IHWM
120
Iron Horse Wealth Management
Iowa
$2.07K
MRC
121
Millburn Ridgefield Corp
New York
$2K -$948 -13 -31%
TWP
122
TFO Wealth Partners
Ohio
$1.73K -$631K -8,649 -100%
GWM
123
Geneos Wealth Management
Colorado
$1.73K
BBPWM
124
Blue Bell Private Wealth Management
Pennsylvania
$1.03K
AIM
125
Anchor Investment Management
South Carolina
$690

IXG Hedge Fund Activity: Q1 2023 in Review

131 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q1 2023, worth a combined $176M — down 89% from $1.67B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of IXG and 18 opened new positions — a net loss of 4 holders — while 57 trimmed existing stakes and 22 added.

The largest buyer was Phoenix Financial, opening a new position worth an estimated $26.7M. The largest seller was Cambria Investment Management, exiting entirely with an estimated $13.3M sold.

  • 131 institutional investors held iShares Global Financials ETF (IXG) as of Q1 2023, down from 139 in Q4 2022.
  • Funds reported $176M of iShares Global Financials ETF stock for Q1 2023, down 89% quarter-over-quarter.
  • 18 funds opened new iShares Global Financials ETF positions in Q1 2023 and 22 closed out, a net change of -4 holders.
  • The largest iShares Global Financials ETF buyer in Q1 2023 was Phoenix Financial, an estimated $26.7M added.
  • The largest iShares Global Financials ETF seller in Q1 2023 was Cambria Investment Management, an estimated $13.3M sold.

Based on aggregated 13F filings for Q1 2023.