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iShares Global Financials ETF
IXG

Overview Fund Activity

112 hedge funds and large institutions have $147M invested in iShares Global Financials ETF in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 40 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
-10
Holders Change %
-8.2%
% of All Funds
1.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
22
Reduced
40
Closed
15
Calls
$387K
Puts
$7K
Net Calls
+$380K
Net Calls Change
+$380K

Top Buyers

1
RBA
1
Richard Bernstein Advisors
New York
$4.68M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$3.59M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$3.19M
4
Bank of America
4
Bank of America
North Carolina
$12.4M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.78M

Top Sellers

1
Jane Street
1
Jane Street
New York
$20.8M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
UBS Group
3
UBS Group
Switzerland
$1.2M
4
IPAM
4
ICICI Prudential Asset Management
India
$1.71M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
101
Aptus Capital Advisors
Alabama
$4.37K – – –
CPG
102
Cornerstone Planning Group
New Jersey
$3.73K – – –
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$3.17K -$33.7K -479 -91%
IF
104
Integrity Financial
Wyoming
$2.89K – – –
JPMorgan Chase & Co
105
JPMorgan Chase & Co
New York
$2.62K +$2.41K +34 +1,133%
BLC
106
Brown, Lisle/Cummings
Rhode Island
$2.47K – – –
IA
107
IFP Advisors
Florida
$2.36K -$72 -1 -3%
TWP
108
TFO Wealth Partners
Ohio
$1.79K – – –
BBPWM
109
Blue Bell Private Wealth Management
Pennsylvania
$1.06K – – –
AIM
110
Anchor Investment Management
South Carolina
$704 – – –
KFS
111
Kelly Financial Services
Massachusetts
$634 – – –
AC
112
AlphaCore Capital
California
$83 – – –
OP
113
ORG Partners
Indiana
$30 -$173 -1 Closed
Citadel Advisors
114
Citadel Advisors
Florida
– -$5.41M -75,572 Closed
Susquehanna International Group
115
Susquehanna International Group
Pennsylvania
– -$1.15M -16,041 Closed
FTUS
116
Flow Traders U.S.
New York
– -$384K -5,374 Closed
Cerity Partners
117
Cerity Partners
New York
– -$296K -4,133 Closed
CAAS
118
Capital Asset Advisory Services
Michigan
– -$223K -3,067 Closed
Creative Planning
119
Creative Planning
Kansas
– -$206K -2,877 Closed
CWA
120
Clearview Wealth Advisors
Oregon
– -$65.5K -915 Closed
NRC
121
New Republic Capital
North Carolina
– -$42.2K -590 Closed
CAS
122
Coppell Advisory Solutions
Texas
– -$14.2K -201 Closed
M
123
MOTCO
Texas
– -$8.51K -119 Closed
AWM
124
Aspire Wealth Management
Massachusetts
– -$4.94K -69 Closed
GWM
125
Geneos Wealth Management
Colorado
– -$1.79K -25 Closed
2 3 4
5
6