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iShares Global Financials ETF

113 hedge funds and large institutions have $153M invested in iShares Global Financials ETF in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 44 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more capital invested

Capital invested by funds: $135M → $153M (+$18M)

3.34% more ownership

Funds ownership: 40.72%44.07% (+3.3%)

4% less funds holding

Funds holding: 118113 (-5)

31% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 16

59% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 44

Holders
113
Holders Change
-5
Holders Change %
-4.24%
% of All Funds
1.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
18
Reduced
44
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPBTD
101
Central Pacific Bank - Trust Division
Hawaii
$3.97K
BTI
102
Blue Trust Inc
Georgia
$3.74K +$3.96K +44 New
CA
103
CoreCap Advisors
Michigan
$3.42K +$3.24K +36 New
IAIM
104
International Assets Investment Management
Florida
$3.37K +$28.3M +315,077 +9,085%
BLC
105
Brown, Lisle/Cummings
Rhode Island
$3.31K
CFD
106
Creative Financial Designs
Indiana
$3.19K -$4.86K -54 -61%
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$2.84K -$4.05K -45 -60%
CPG
108
Cornerstone Planning Group
New Jersey
$1.44K
BBPWM
109
Blue Bell Private Wealth Management
Pennsylvania
$1.42K
MHR
110
Matthew Hamilton Rosenberg
$946 -$6.75K -75 -88%
AIM
111
Anchor Investment Management
South Carolina
$946
WP
112
WealthShield Partners
North Carolina
$567
JP Morgan Chase
113
JP Morgan Chase
New York
$343 -$27.8K -309 -99%
PA
114
Parallel Advisors
California
$64 -$90 -1 Closed
OP
115
ORG Partners
Indiana
$39
Jane Street
116
Jane Street
New York
-$14.5M -170,850 Closed
SFC
117
Strategic Financial Concepts
Texas
-$1.8K -161,722 Closed
PF
118
Phoenix Financial
Israel
-$9.71M -114,193 Closed
GS
119
GTS Securities
New York
-$2.49M -29,308 Closed
Citadel Advisors
120
Citadel Advisors
Florida
-$1.44M -16,916 Closed
MIA
121
MMBG Investment Advisors
Florida
-$730K -8,580 Closed
LWL
122
Leo Wealth LLC
Texas
-$479K -5,619 Closed
VF
123
Virtu Financial
New York
-$228K -2,678 Closed
Bessemer Group
124
Bessemer Group
New Jersey
-$29K -345 Closed
TAM
125
Tucker Asset Management
Colorado
-$8.25K -97 Closed

IXG Hedge Fund Activity: Q3 2024 in Review

113 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q3 2024, worth a combined $153M — up 13% from $135M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of IXG and 11 opened new positions — a net loss of 5 holders — while 44 trimmed existing stakes and 18 added.

The largest buyer was International Assets Investment Management, adding an estimated $28.3M. The largest seller was Jane Street, exiting entirely with an estimated $14.5M sold.

  • 113 institutional investors held iShares Global Financials ETF (IXG) as of Q3 2024, down from 118 in Q2 2024.
  • Funds reported $153M of iShares Global Financials ETF stock for Q3 2024, up 13% quarter-over-quarter.
  • 11 funds opened new iShares Global Financials ETF positions in Q3 2024 and 16 closed out, a net change of -5 holders.
  • The largest iShares Global Financials ETF buyer in Q3 2024 was International Assets Investment Management, an estimated $28.3M added.
  • The largest iShares Global Financials ETF seller in Q3 2024 was Jane Street, an estimated $14.5M sold.

Based on aggregated 13F filings for Q3 2024.