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iShares Global Financials ETF
IXG

114 hedge funds and large institutions have $167M invested in iShares Global Financials ETF in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 45 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.24% more ownership

Funds ownership: 40.3% → 41.54% (+1.2%)

7% less capital invested

Capital invested by funds: $180M → $167M (-$13.2M)

8% less funds holding

Funds holding: 124 → 114 (-10)

41% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 17

60% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 45

Holders
114
Holders Change
-10
Holders Change %
-8.06%
% of All Funds
1.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
18
Reduced
45
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$4.81M
2
Citadel Advisors
Citadel Advisors
Florida
+$2.32M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$2.13M
4
AIC
Ayalon Insurance Company
Israel
+$676K
5
Cerity Partners
Cerity Partners
New York
+$673K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$30.5M
2
SC
Scotia Capital
Ontario, Canada
-$1.4M
3
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
-$930K
4
MD
Money Design
Japan
-$889K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$682K
Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
101
Cornerstone Planning Group
New Jersey
$4.5K – – –
CPBTD
102
Central Pacific Bank - Trust Division
Hawaii
$3.62K +$3.41K +42 New
IF
103
Integrity Financial
Wyoming
$3.55K – – –
BLC
104
Brown, Lisle/Cummings
Rhode Island
$3.03K – – –
RA
105
Rise Advisors
New York
$2.99K – – –
IA
106
IFP Advisors
Florida
$2.88K -$81 -1 -3%
CWP
107
Concord Wealth Partners
Virginia
$2.69K -$16.7K -206 -87%
BlackRock
108
BlackRock
New York
$2.08K -$78.4K -966 -98%
WP
109
WealthShield Partners
North Carolina
$1.36K – – –
BBPWM
110
Blue Bell Private Wealth Management
Pennsylvania
$1.3K – – –
AIM
111
Anchor Investment Management
South Carolina
$866 – – –
KFS
112
Kelly Financial Services
Massachusetts
$780 – – –
JP Morgan Chase
113
JP Morgan Chase
New York
$209 – – –
PA
114
Parallel Advisors
California
$57 -$2.11K -26 -96%
BTI
115
Blue Trust Inc
Georgia
$21 -$9.18K -113 Closed
SC
116
Scotia Capital
Ontario, Canada
– -$1.4M -17,780 Closed
WSTAM
117
Wilbanks Smith & Thomas Asset Management
Virginia
– -$930K -11,832 Closed
Bessemer Group
118
Bessemer Group
New Jersey
– -$388K -4,940 Closed
Belvedere Trading
119
Belvedere Trading
Illinois
– -$361K -4,589 Closed
Truist Financial
120
Truist Financial
North Carolina
– -$339K -4,309 Closed
VFA
121
Valeo Financial Advisors
Indiana
– -$320K -4,074 Closed
SB
122
Strategic Blueprint
Georgia
– -$288K -3,670 Closed
QCG
123
Quadrant Capital Group
Ohio
– -$106K -1,355 Closed
FCAS
124
First Command Advisory Services
Texas
– -$6.92K -189 Closed
ASN
125
Advisory Services Network
Georgia
– -$10.7K -137 Closed
2 3 4
5
6

IXG Hedge Fund Activity: Q1 2024 in Review

114 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q1 2024, worth a combined $167M — down 7.3% from $180M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of IXG and 10 opened new positions — a net loss of 7 holders — while 45 trimmed existing stakes and 18 added.

The largest buyer was Jane Street, adding an estimated $4.81M. The largest seller was Morgan Stanley, cutting an estimated $30.5M.

  • 114 institutional investors held iShares Global Financials ETF (IXG) as of Q1 2024, down from 124 in Q4 2023.
  • Funds reported $167M of iShares Global Financials ETF stock for Q1 2024, down 7.3% quarter-over-quarter.
  • 10 funds opened new iShares Global Financials ETF positions in Q1 2024 and 17 closed out, a net change of -7 holders.
  • The largest iShares Global Financials ETF buyer in Q1 2024 was Jane Street, an estimated $4.81M added.
  • The largest iShares Global Financials ETF seller in Q1 2024 was Morgan Stanley, an estimated $30.5M sold.

Based on aggregated 13F filings for Q1 2024.