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iShares Global Financials ETF

247 hedge funds and large institutions have $2.79B invested in iShares Global Financials ETF in 2021 Q2 according to their latest regulatory filings, with 186 funds opening new positions, 36 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,620% more first-time investments, than exits

New positions opened: 186 | Existing positions closed: 5

919% more capital invested

Capital invested by funds: $274M → $2.79B (+$2.52B)

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

274% more funds holding

Funds holding: 66247 (+181)

260% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 10

35.78% more ownership

Funds ownership: 56.44%92.23% (+36%)

Holders
247
Holders Change
+181
Holders Change %
+274.24%
% of All Funds
4.3%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.07%
New
186
Increased
36
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
126
Concorde Asset Management
Michigan
$1.17M +$1.17M +15,067 New
RSWM
127
Robertson Stephens Wealth Management
California
$1.11M +$1.12M +14,354 New
NFG
128
Next Financial Group
Texas
$1.1M +$1.11M +14,235 New
CAS
129
Cascadia Advisory Services
Oregon
$1.09M +$1.09M +13,996 New
Fidelity International
130
Fidelity International
Bermuda
$1.06M -$131K -1,682 -11%
HI
131
Harbour Investments
Wisconsin
$1.05M +$1.01M +12,988 +2,598%
JMPWA
132
JP Morgan Private Wealth Advisors
California
$1.02M +$1.03M +13,189 New
SB
133
Strategic Blueprint
Georgia
$971K +$975K +12,509 New
CF
134
Centaurus Financial
California
$933K +$937K +12,016 New
BAM
135
Belpointe Asset Management
Nevada
$869K +$873K +11,199 New
CWS
136
Cypress Wealth Services
California
$857K +$861K +11,042 New
PPP
137
Private Portfolio Partners
New Jersey
$819K +$823K +10,554 New
PAMU
138
Pictet Asset Management (UK)
United Kingdom
$762K -$2.12M -27,245 -74%
ACP
139
Aveo Capital Partners
Colorado
$760K +$763K +9,789 New
JP Morgan Chase
140
JP Morgan Chase
New York
$759K +$165K +2,118 +28%
TPWA
141
TRUE Private Wealth Advisors
Oregon
$759K +$763K +9,786 New
PFGIA
142
Patriot Financial Group Insurance Agency
Massachusetts
$757K +$761K +9,754 New
FHA
143
First Horizon Advisors
Tennessee
$740K +$745K +9,551 New
FA
144
FDx Advisors
Illinois
$713K +$716K +9,181 New
IA
145
IFP Advisors
Florida
$705K +$705K +9,047 New
SPC
146
Sigma Planning Corp
Michigan
$690K +$693K +8,892 New
Fifth Third Bancorp
147
Fifth Third Bancorp
Ohio
$689K +$7.1K +91 +1%
AAS
148
Avantax Advisory Services
Texas
$678K +$683K +8,756 New
BTWM
149
Baker Tilly Wealth Management
Wisconsin
$674K +$677K +8,686 New
Renaissance Technologies
150
Renaissance Technologies
New York
$669K +$673K +8,625 New

IXG Hedge Fund Activity: Q2 2021 in Review

247 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q2 2021, worth a combined $2.79B — up 919% from $274M a quarter earlier.

Buyers outnumbered sellers: 186 funds opened new IXG positions and 5 closed out — a net gain of 181 holders — while 36 added to existing stakes and 10 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $883M. The largest seller was Pictet Asset Management (UK), cutting an estimated $2.12M.

  • 247 institutional investors held iShares Global Financials ETF (IXG) as of Q2 2021, up from 66 in Q1 2021.
  • Funds reported $2.79B of iShares Global Financials ETF stock for Q2 2021, up 919% quarter-over-quarter.
  • 186 funds opened new iShares Global Financials ETF positions in Q2 2021 and 5 closed out, a net change of +181 holders.
  • The largest iShares Global Financials ETF buyer in Q2 2021 was Envestnet Asset Management, an estimated $883M added.
  • The largest iShares Global Financials ETF seller in Q2 2021 was Pictet Asset Management (UK), an estimated $2.12M sold.

Based on aggregated 13F filings for Q2 2021.