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iShares Global Financials ETF
IXG

122 hedge funds and large institutions have $166M invested in iShares Global Financials ETF in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 51 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.82% less ownership

Funds ownership: 39.76% → 38.95% (-0.82%)

6% less capital invested

Capital invested by funds: $176M → $166M (-$9.99M)

7% less funds holding

Funds holding: 131 → 122 (-9)

50% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 18

55% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 51

Holders
122
Holders Change
-9
Holders Change %
-6.87%
% of All Funds
1.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
23
Reduced
51
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$12.9M
2
Citadel Advisors
Citadel Advisors
Florida
+$4.12M
3
OMC
Old Mission Capital
Illinois
+$635K
4
AWA
Arete Wealth Advisors
Illinois
+$464K
5
Bank of America
Bank of America
North Carolina
+$403K

Top Sellers

1
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
-$11.1M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$6.76M
3
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
-$3.29M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.45M
5
T
TCWP
Ohio
-$1.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$8.1K -$6.76M -96,177 -100%
OIA
102
Optimum Investment Advisors
Illinois
$7.15K – – –
TAM
103
Tucker Asset Management
Colorado
$6.94K – – –
TRCT
104
Tower Research Capital (TRC)
New York
$6.22K +$1.41K +20 +30%
TFGT
105
TS Financial Group (TSFG)
Illinois
$6K – – –
AA
106
Ancora Advisors
Ohio
$5.37K -$6.54K -93 -55%
AWM
107
Aspire Wealth Management
Massachusetts
$4.94K – – –
ACA
108
Aptus Capital Advisors
Alabama
$4.43K – – –
CPG
109
Cornerstone Planning Group
New Jersey
$3.79K +$3.72K +53 New
IF
110
Integrity Financial
Wyoming
$2.93K – – –
BLC
111
Brown, Lisle/Cummings
Rhode Island
$2.5K – – –
IA
112
IFP Advisors
Florida
$2.46K -$1.05K -15 -31%
GWM
113
Geneos Wealth Management
Colorado
$1.79K – – –
TWP
114
TFO Wealth Partners
Ohio
$1.79K – – –
BBPWM
115
Blue Bell Private Wealth Management
Pennsylvania
$1.07K – – –
AIM
116
Anchor Investment Management
South Carolina
$715 – – –
KFS
117
Kelly Financial Services
Massachusetts
$644 – – –
JP Morgan Chase
118
JP Morgan Chase
New York
$204 -$4.99K -71 -96%
OP
119
ORG Partners
Indiana
$173 +$70 +1 New
AC
120
AlphaCore Capital
California
$85 – – –
FGAM
121
Financial Gravity Asset Management
Texas
$2 – – –
BBVA
122
Banco Bilbao Vizcaya Argentaria
Spain
– -$11.1M -161,527 Closed
WSTAM
123
Wilbanks Smith & Thomas Asset Management
Virginia
– -$3.29M -47,744 Closed
T
124
TCWP
Ohio
– -$1.48M -21,437 Closed
AWM
125
Apollon Wealth Management
South Carolina
– -$983K -14,251 Closed
2 3 4
5
6

IXG Hedge Fund Activity: Q2 2023 in Review

122 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q2 2023, worth a combined $166M — down 5.7% from $176M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of IXG and 9 opened new positions — a net loss of 9 holders — while 51 trimmed existing stakes and 23 added.

The largest buyer was Jane Street, adding an estimated $12.9M. The largest seller was Banco Bilbao Vizcaya Argentaria, exiting entirely with an estimated $11.1M sold.

  • 122 institutional investors held iShares Global Financials ETF (IXG) as of Q2 2023, down from 131 in Q1 2023.
  • Funds reported $166M of iShares Global Financials ETF stock for Q2 2023, down 5.7% quarter-over-quarter.
  • 9 funds opened new iShares Global Financials ETF positions in Q2 2023 and 18 closed out, a net change of -9 holders.
  • The largest iShares Global Financials ETF buyer in Q2 2023 was Jane Street, an estimated $12.9M added.
  • The largest iShares Global Financials ETF seller in Q2 2023 was Banco Bilbao Vizcaya Argentaria, an estimated $11.1M sold.

Based on aggregated 13F filings for Q2 2023.