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iShares Global Financials ETF
IXG

124 hedge funds and large institutions have $180M invested in iShares Global Financials ETF in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 16 increasing their positions, 48 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

23% more capital invested

Capital invested by funds: $147M → $180M (+$33.3M)

11% more funds holding

Funds holding: 112 → 124 (+12)

3.67% more ownership

Funds ownership: 36.63% → 40.3% (+3.7%)

67% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 48

Holders
124
Holders Change
+12
Holders Change %
+10.71%
% of All Funds
1.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
16
Reduced
48
Closed
7
Calls
$8K
Puts
–
Net Calls
+$8K
Net Calls Change
-$372K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$27.6M
2
MD
Money Design
Japan
+$4.49M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.43M
4
Ameriprise
Ameriprise
Minnesota
+$951K
5
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
+$864K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$14M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$3.5M
3
CWM
Centurion Wealth Management
Virginia
-$2.96M
4
SWM
Spire Wealth Management
Virginia
-$2.88M
5
Osaic Holdings
Osaic Holdings
Arizona
-$1.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
BTI
101
Blue Trust Inc
Georgia
$8K – – –
TC
102
Tacita Capital
Ontario, Canada
$7.94K +$7.37K +101 New
OIA
103
Optimum Investment Advisors
Illinois
$7.86K – – –
TAM
104
Tucker Asset Management
Colorado
$7.62K – – –
TFGT
105
TS Financial Group (TSFG)
Illinois
$7K – – –
FCAS
106
First Command Advisory Services
Texas
$6.92K +$13.8K +189 New
AA
107
Ancora Advisors
Ohio
$5.74K -$146 -2 -3%
TRCT
108
Tower Research Capital (TRC)
New York
$4.95K -$438 -6 -9%
ACA
109
Aptus Capital Advisors
Alabama
$4.87K – – –
PS
110
Principal Securities
Iowa
$4.32K +$4.01K +55 New
CPG
111
Cornerstone Planning Group
New Jersey
$4.17K – – –
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$3.54K – – –
IF
113
Integrity Financial
Wyoming
$3.22K – – –
AWM
114
Able Wealth Management
New Jersey
$3.16K +$2.92K +40 New
BLC
115
Brown, Lisle/Cummings
Rhode Island
$2.75K – – –
IA
116
IFP Advisors
Florida
$2.63K – – –
PA
117
Parallel Advisors
California
$2.1K -$16.9K -231 -90%
Simplex Trading
118
Simplex Trading
Illinois
$2K +$2.34K +32 New
WP
119
WealthShield Partners
North Carolina
$1.24K -$31.4K -430 -96%
BBPWM
120
Blue Bell Private Wealth Management
Pennsylvania
$1.18K – – –
AIM
121
Anchor Investment Management
South Carolina
$786 – – –
KFS
122
Kelly Financial Services
Massachusetts
$707 – – –
JP Morgan Chase
123
JP Morgan Chase
New York
$190 -$2.56K -35 -95%
OP
124
ORG Partners
Indiana
$165 – – –
AC
125
AlphaCore Capital
California
$94 – – –
2 3 4
5
6

IXG Hedge Fund Activity: Q4 2023 in Review

124 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q4 2023, worth a combined $180M — up 23% from $147M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IXG positions and 7 closed out — a net gain of 12 holders — while 16 added to existing stakes and 48 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $27.6M. The largest seller was Jane Street, cutting an estimated $14M.

  • 124 institutional investors held iShares Global Financials ETF (IXG) as of Q4 2023, up from 112 in Q3 2023.
  • Funds reported $180M of iShares Global Financials ETF stock for Q4 2023, up 23% quarter-over-quarter.
  • 19 funds opened new iShares Global Financials ETF positions in Q4 2023 and 7 closed out, a net change of +12 holders.
  • The largest iShares Global Financials ETF buyer in Q4 2023 was Morgan Stanley, an estimated $27.6M added.
  • The largest iShares Global Financials ETF seller in Q4 2023 was Jane Street, an estimated $14M sold.

Based on aggregated 13F filings for Q4 2023.