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iShares Global Financials ETF
IXG

129 hedge funds and large institutions have $221M invested in iShares Global Financials ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 30

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

17% more capital invested

Capital invested by funds: $189M → $221M (+$32.5M)

1.73% more ownership

Funds ownership: 40.33% → 42.07% (+1.7%)

2% more funds holding

Funds holding: 127 → 129 (+2)

Holders
129
Holders Change
+2
Holders Change %
+1.57%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
42
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EE
EWG Elevate
California
+$9.6M
2
FTUS
Flow Traders U.S.
New York
+$7.77M
3
Ameriprise
Ameriprise
Minnesota
+$4.29M
4
Bank of America
Bank of America
North Carolina
+$3.36M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.29M

Top Sellers

Rank Fund Capital Flow
1
Pictet Asset Management
Pictet Asset Management
Switzerland
-$11.6M
2
Jane Street
Jane Street
New York
-$1.76M
3
CIM
Cambria Investment Management
California
-$1.61M
4
CAM
Cresset Asset Management
Illinois
-$732K
5
AP
Advisors Preferred
Maryland
-$621K
Name Holding Trade Value Shares
Change 		Change in
Stake
RAM
101
Riggs Asset Management
Pennsylvania
$25.8K – – –
William Blair & Company
102
William Blair & Company
Illinois
$25.5K – – –
AssetMark Inc
103
AssetMark Inc
California
$23.3K +$2.73K +26 +14%
AAP
104
Arax Advisory Partners
Colorado
$22.9K – – –
NSG
105
Nalls Sherbakoff Group
Tennessee
$22.2K – – –
JP Morgan Chase
106
JP Morgan Chase
New York
$18.4K -$1.36K -13 -7%
AW
107
Avion Wealth
Texas
$16K – – –
Russell Investments Group
108
Russell Investments Group
United Kingdom
$13.9K – – –
AF
109
Advisornet Financial
Minnesota
$12.4K +$210 +2 +2%
LFG
110
Larson Financial Group
Missouri
$11.1K – – –
PWA
111
Physician Wealth Advisors
Utah
$9.79K +$2.94K +28 +47%
FWA
112
Flagship Wealth Advisors
Massachusetts
$8.31K – – –
PS
113
Principal Securities
Iowa
$8.09K +$629 +6 +9%
RA
114
Rise Advisors
New York
$7.97K +$105 +1 +1%
CI
115
CX Institutional
Indiana
$5K – – –
BTI
116
Blue Trust Inc
Georgia
$4.88K – – –
CPBTD
117
Central Pacific Bank - Trust Division
Hawaii
$4.65K – – –
BLC
118
Brown, Lisle/Cummings
Rhode Island
$3.88K – – –
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$3.33K – – –
Q1WB
120
Quest 10 Wealth Builders
Virginia
$2.88K – – –
CFD
121
Creative Financial Designs
Indiana
$2.84K +$105 +1 +4%
CPG
122
Cornerstone Planning Group
New Jersey
$1.7K – – –
BBPWM
123
Blue Bell Private Wealth Management
Pennsylvania
$1.66K – – –
AIM
124
Anchor Investment Management
South Carolina
$1.11K – – –
CA
125
CoreCap Advisors
Michigan
$683 – – –
2 3 4
5
6

IXG Hedge Fund Activity: Q2 2025 in Review

129 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q2 2025, worth a combined $221M — up 17% from $189M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IXG positions and 9 closed out — a net gain of 3 holders — while 42 added to existing stakes and 30 trimmed.

The largest buyer was EWG Elevate, adding an estimated $9.6M. The largest seller was Pictet Asset Management, cutting an estimated $11.6M.

  • 129 institutional investors held iShares Global Financials ETF (IXG) as of Q2 2025, up from 127 in Q1 2025.
  • Funds reported $221M of iShares Global Financials ETF stock for Q2 2025, up 17% quarter-over-quarter.
  • 12 funds opened new iShares Global Financials ETF positions in Q2 2025 and 9 closed out, a net change of +3 holders.
  • The largest iShares Global Financials ETF buyer in Q2 2025 was EWG Elevate, an estimated $9.6M added.
  • The largest iShares Global Financials ETF seller in Q2 2025 was Pictet Asset Management, an estimated $11.6M sold.

Based on aggregated 13F filings for Q2 2025.