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iShares Global Financials ETF

136 hedge funds and large institutions have $222M invested in iShares Global Financials ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 33 increasing their positions, 38 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 18

2% less funds holding

Funds holding: 139136 (-3)

2.74% less ownership

Funds ownership: 45.52%42.78% (-2.7%)

13% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 38

25% less capital invested

Capital invested by funds: $295M → $222M (-$72.7M)

Holders
136
Holders Change
-3
Holders Change %
-2.16%
% of All Funds
1.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
33
Reduced
38
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AUB
101
Atlantic Union Bankshares
Virginia
$46.4K
DWP
102
Destiny Wealth Partners
Florida
$45.6K +$47.5K +400 New
RF
103
Rossby Financial
Florida
$41.4K +$42.8K +360 New
EDRH
104
Edmond de Rothschild Holding
Switzerland
$38.2K
SAM
105
Smartleaf Asset Management
Massachusetts
$35.1K -$1.38M -11,641 -97%
NB
106
NBT Bank
New York
$34.7K +$21.7K +183 +151%
FFA
107
Founders Financial Alliance
North Carolina
$34.2K
SS
108
Sunbelt Securities
Texas
$34.2K
SS
109
SBI Securities
Japan
$32.8K
AAP
110
Arax Advisory Partners
Colorado
$30.1K -$10.5K -88 -25%
AssetMark Inc
111
AssetMark Inc
California
$28.7K
NA
112
NewEdge Advisors
Louisiana
$27.4K -$11.4K -96 -29%
Optiver Holding
113
Optiver Holding
Netherlands
$26.7K +$27.8K +234 New
FF
114
Frankly Finances
Florida
$17.1K
PWA
115
Physician Wealth Advisors
Utah
$16.9K +$2.97K +25 +20%
ASN
116
Advisory Services Network
Georgia
$15.4K +$16K +135 New
UBS AM
117
UBS AM
Illinois
$14.6K +$15.2K +128 New
Russell Investments Group
118
Russell Investments Group
United Kingdom
$12.1K -$2.26K -19 -15%
AF
119
Advisornet Financial
Minnesota
$11.8K
LFG
120
Larson Financial Group
Missouri
$11.4K
AW
121
Avion Wealth
Texas
$9K
FWA
122
Flagship Wealth Advisors
Massachusetts
$8.31K +$8.91K +75 New
BTI
123
Blue Trust Inc
Georgia
$5.02K
CPBTD
124
Central Pacific Bank - Trust Division
Hawaii
$4.79K
BLC
125
Brown, Lisle/Cummings
Rhode Island
$3.99K

IXG Hedge Fund Activity: Q1 2026 in Review

136 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q1 2026, worth a combined $222M — down 25% from $295M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IXG positions and 18 closed out — a net gain of 2 holders — while 33 added to existing stakes and 38 trimmed.

The largest buyer was Avior Wealth Management, opening a new position worth an estimated $10.9M. The largest seller was Pictet Asset Management, exiting entirely with an estimated $41.1M sold.

  • 136 institutional investors held iShares Global Financials ETF (IXG) as of Q1 2026, down from 139 in Q4 2025.
  • Funds reported $222M of iShares Global Financials ETF stock for Q1 2026, down 25% quarter-over-quarter.
  • 20 funds opened new iShares Global Financials ETF positions in Q1 2026 and 18 closed out, a net change of +2 holders.
  • The largest iShares Global Financials ETF buyer in Q1 2026 was Avior Wealth Management, an estimated $10.9M added.
  • The largest iShares Global Financials ETF seller in Q1 2026 was Pictet Asset Management, an estimated $41.1M sold.

Based on aggregated 13F filings for Q1 2026.