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iShares Global Financials ETF

139 hedge funds and large institutions have $295M invested in iShares Global Financials ETF in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

32% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 34

7% more funds holding

Funds holding: 130139 (+9)

5% more capital invested

Capital invested by funds: $281M → $295M (+$13.3M)

2.24% less ownership

Funds ownership: 47.75%45.52% (-2.2%)

43% less call options, than puts

Call options by funds: $7.56M | Put options by funds: $13.2M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
139
Holders Change
+9
Holders Change %
+6.92%
% of All Funds
1.69%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
45
Reduced
34
Closed
10
Calls
$7.56M
Puts
$13.2M
Net Calls
-$5.66M
Net Calls Change
+$2.58M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
101
Provident Wealth Management
Tennessee
$72.5K
SI
102
Sava Infond
Slovenia
$69.5K
Barclays
103
Barclays
United Kingdom
$62.4K +$60.2K +517 New
Franklin Resources
104
Franklin Resources
California
$61.6K
William Blair & Company
105
William Blair & Company
Illinois
$58.9K
HI
106
Harbour Investments
Wisconsin
$57.5K
AUB
107
Atlantic Union Bankshares
Virginia
$49.1K +$466 +4 +1%
AAP
108
Arax Advisory Partners
Colorado
$42.5K +$41K +352 New
NA
109
NewEdge Advisors
Louisiana
$40.6K -$37.3K -320 -49%
EDRH
110
Edmond de Rothschild Holding
Switzerland
$40.5K
BF
111
BOK Financial
Oklahoma
$38K
NB
112
NBT Bank
New York
$36.7K +$466 +4 +3%
FFA
113
Founders Financial Alliance
North Carolina
$36.2K
SS
114
Sunbelt Securities
Texas
$36.2K
SS
115
SBI Securities
Japan
$34.8K -$2.33K -20 -6%
AssetMark Inc
116
AssetMark Inc
California
$30.4K +$7.69K +66 +35%
GRP
117
Global Retirement Partners
California
$29K -$5.94K -51 -18%
NSG
118
Nalls Sherbakoff Group
Tennessee
$24.2K
FF
119
Frankly Finances
Florida
$18.1K +$17.5K +150 New
Russell Investments Group
120
Russell Investments Group
United Kingdom
$15.1K
PWA
121
Physician Wealth Advisors
Utah
$14.9K +$1.86K +16 +15%
AF
122
Advisornet Financial
Minnesota
$12.5K -$932 -8 -7%
LFG
123
Larson Financial Group
Missouri
$12.1K
AW
124
Avion Wealth
Texas
$10K -$7.45K -64 -42%
BTI
125
Blue Trust Inc
Georgia
$5.32K