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iShares Global Financials ETF

127 hedge funds and large institutions have $167M invested in iShares Global Financials ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 27 increasing their positions, 38 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 3

12% more funds holding

Funds holding: 113127 (+14)

9% more capital invested

Capital invested by funds: $153M → $167M (+$13.9M)

5.41% less ownership

Funds ownership: 44.07%38.65% (-5.4%)

29% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 38

Holders
127
Holders Change
+14
Holders Change %
+12.39%
% of All Funds
1.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
27
Reduced
38
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
101
Arax Advisory Partners
Colorado
$16.2K +$5.95K +61 +56%
CAS
102
Coppell Advisory Solutions
Texas
$14.1K -$4.88K -50 -25%
AW
103
Avion Wealth
Texas
$14K
WWP
104
WR Wealth Planners
Missouri
$12.1K -$5.26K -54 -30%
AF
105
Advisornet Financial
Minnesota
$10.6K -$28.3K -290 -73%
LFG
106
Larson Financial Group
Missouri
$9.61K
OIA
107
Optimum Investment Advisors
Illinois
$9.61K
FFA
108
Farther Finance Advisors
California
$9.51K
CFP
109
Comprehensive Financial Planning
Pennsylvania
$8.07K +$8.19K +84 New
FWA
110
Flagship Wealth Advisors
Massachusetts
$7.2K +$7.31K +75 New
PS
111
Principal Securities
Iowa
$6.44K
TRCT
112
Tower Research Capital (TRC)
New York
$6.05K
PWA
113
Physician Wealth Advisors
Utah
$5.81K +$5.85K +60 New
BTI
114
Blue Trust Inc
Georgia
$4.23K
CPBTD
115
Central Pacific Bank - Trust Division
Hawaii
$4.03K
BLC
116
Brown, Lisle/Cummings
Rhode Island
$3.36K
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$2.88K
Q1WB
118
Quest 10 Wealth Builders
Virginia
$2.5K +$2.54K +26 New
CFD
119
Creative Financial Designs
Indiana
$2.43K -$877 -9 -26%
CPG
120
Cornerstone Planning Group
New Jersey
$1.55K
BBPWM
121
Blue Bell Private Wealth Management
Pennsylvania
$1.44K
AIM
122
Anchor Investment Management
South Carolina
$961
MHR
123
Matthew Hamilton Rosenberg
$961
CA
124
CoreCap Advisors
Michigan
$592 -$2.92K -30 -83%
WP
125
WealthShield Partners
North Carolina
$576

IXG Hedge Fund Activity: Q4 2024 in Review

127 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q4 2024, worth a combined $167M — up 9.1% from $153M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IXG positions and 3 closed out — a net gain of 15 holders — while 27 added to existing stakes and 38 trimmed.

The largest buyer was Banco Santander, opening a new position worth an estimated $4.61M. The largest seller was International Assets Investment Management, cutting an estimated $30.8M.

  • 127 institutional investors held iShares Global Financials ETF (IXG) as of Q4 2024, up from 113 in Q3 2024.
  • Funds reported $167M of iShares Global Financials ETF stock for Q4 2024, up 9.1% quarter-over-quarter.
  • 18 funds opened new iShares Global Financials ETF positions in Q4 2024 and 3 closed out, a net change of +15 holders.
  • The largest iShares Global Financials ETF buyer in Q4 2024 was Banco Santander, an estimated $4.61M added.
  • The largest iShares Global Financials ETF seller in Q4 2024 was International Assets Investment Management, an estimated $30.8M sold.

Based on aggregated 13F filings for Q4 2024.