iShares Global Financials ETF
IXG
127 hedge funds and large institutions have $189M invested in iShares Global Financials ETF in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 30 increasing their positions, 43 reducing their positions, and 10 closing their positions.
20% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 10
13% more capital invested
Capital invested by funds: $167M → $189M (+$21.8M)
1.68% more ownership
Funds ownership: 38.65% → 40.33% (+1.7%)
0% more funds holding
Funds holding: 127 → 127 (0)
30% less repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 43
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JBA
Johnson Bixby & Associates
Vancouver,
Washington
|
+$12.9M |
| 2 |
Pictet Asset Management
Carouge,
Switzerland
|
+$5.45M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$5.02M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$2.22M |
| 5 |
Morgan Stanley
New York
|
+$2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RBA
Richard Bernstein Advisors
New York
|
-$5.54M |
| 2 |
AIC
Ayalon Insurance Company
Ramat Gan,
Israel
|
-$5.41M |
| 3 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$3.56M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.39M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$917K |
IXG Hedge Fund Activity: Q1 2025 in Review
127 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q1 2025, worth a combined $189M — up 13% from $167M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new IXG positions and 10 closed out — a net gain of 2 holders — while 30 added to existing stakes and 43 trimmed.
The largest buyer was Johnson Bixby & Associates, opening a new position worth an estimated $12.9M. The largest seller was Richard Bernstein Advisors, cutting an estimated $5.54M.
- 127 institutional investors held iShares Global Financials ETF (IXG) as of Q1 2025, unchanged from Q4 2024.
- Funds reported $189M of iShares Global Financials ETF stock for Q1 2025, up 13% quarter-over-quarter.
- 12 funds opened new iShares Global Financials ETF positions in Q1 2025 and 10 closed out, a net change of +2 holders.
- The largest iShares Global Financials ETF buyer in Q1 2025 was Johnson Bixby & Associates, an estimated $12.9M added.
- The largest iShares Global Financials ETF seller in Q1 2025 was Richard Bernstein Advisors, an estimated $5.54M sold.
Based on aggregated 13F filings for Q1 2025.