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iShares Global Financials ETF

130 hedge funds and large institutions have $281M invested in iShares Global Financials ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 26

27% more capital invested

Capital invested by funds: $221M → $281M (+$60M)

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

5.69% more ownership

Funds ownership: 42.07%47.75% (+5.7%)

1% more funds holding

Funds holding: 129130 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

59% less call options, than puts

Call options by funds: $5.61M | Put options by funds: $13.9M

Holders
130
Holders Change
+1
Holders Change %
+0.78%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
44
Reduced
26
Closed
11
Calls
$5.61M
Puts
$13.9M
Net Calls
-$8.24M
Net Calls Change
-$8.24M
Name Holding Trade Value Shares
Change
Change in
Stake
BF
101
BOK Financial
Oklahoma
$36.8K +$35.8K +315 New
SS
102
SBI Securities
Japan
$35.9K
NB
103
NBT Bank
New York
$35.5K -$21.2K -187 -62%
SS
104
Sunbelt Securities
Texas
$35K -$67.8K -597 -67%
FFA
105
Founders Financial Alliance
North Carolina
$35K
GRP
106
Global Retirement Partners
California
$33.9K
NSG
107
Nalls Sherbakoff Group
Tennessee
$23.3K
AssetMark Inc
108
AssetMark Inc
California
$21.7K -$2.73K -24 -11%
AW
109
Avion Wealth
Texas
$17K
ASN
110
Advisory Services Network
Georgia
$15.8K +$15.3K +135 New
Russell Investments Group
111
Russell Investments Group
United Kingdom
$14.6K
AF
112
Advisornet Financial
Minnesota
$13K
PWA
113
Physician Wealth Advisors
Utah
$12.5K +$2.16K +19 +22%
WANY
114
Wealthspire Advisors (New York)
New York
$11.8K +$11.5K +101 New
LFG
115
Larson Financial Group
Missouri
$11.7K
FWA
116
Flagship Wealth Advisors
Massachusetts
$8.75K
RA
117
Rise Advisors
New York
$8.39K
BTI
118
Blue Trust Inc
Georgia
$5.13K
CI
119
CX Institutional
Indiana
$5K
CPBTD
120
Central Pacific Bank - Trust Division
Hawaii
$4.9K
BLC
121
Brown, Lisle/Cummings
Rhode Island
$4.08K
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$3.5K
Q1WB
123
Quest 10 Wealth Builders
Virginia
$3.03K
CFD
124
Creative Financial Designs
Indiana
$2.99K
BBPWM
125
Blue Bell Private Wealth Management
Pennsylvania
$1.75K

IXG Hedge Fund Activity: Q3 2025 in Review

130 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q3 2025, worth a combined $281M — up 27% from $221M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IXG positions and 11 closed out — a net gain of 2 holders — while 44 added to existing stakes and 26 trimmed.

The largest buyer was Pictet Asset Management, adding an estimated $17.5M. The largest seller was Flow Traders U.S., cutting an estimated $7.14M.

  • 130 institutional investors held iShares Global Financials ETF (IXG) as of Q3 2025, up from 129 in Q2 2025.
  • Funds reported $281M of iShares Global Financials ETF stock for Q3 2025, up 27% quarter-over-quarter.
  • 13 funds opened new iShares Global Financials ETF positions in Q3 2025 and 11 closed out, a net change of +2 holders.
  • The largest iShares Global Financials ETF buyer in Q3 2025 was Pictet Asset Management, an estimated $17.5M added.
  • The largest iShares Global Financials ETF seller in Q3 2025 was Flow Traders U.S., an estimated $7.14M sold.

Based on aggregated 13F filings for Q3 2025.