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iShares Global Financials ETF

217 hedge funds and large institutions have $663M invested in iShares Global Financials ETF in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 40 increasing their positions, 123 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

26.55% less ownership

Funds ownership: 84.98%58.43% (-27%)

29% less funds holding

Funds holding: 307217 (-90)

67% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 123

72% less capital invested

Capital invested by funds: $2.37B → $663M (-$1.7B)

74% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 113

Holders
217
Holders Change
-90
Holders Change %
-29.32%
% of All Funds
3.42%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
29
Increased
40
Reduced
123
Closed
113
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
126
Teamwork Financial Advisors
Texas
$301K +$306K +3,783 New
TI
127
Trexquant Investment
Connecticut
$296K +$301K +3,729 New
IA
128
IFP Advisors
Florida
$293K -$347K -4,290 -53%
BRWA
129
B. Riley Wealth Advisors
Florida
$281K -$3.35M -41,451 -92%
SPI
130
Sutton Place Investors
New York
$274K -$198K -2,453 -40%
MHB
131
Midwest Heritage Bank
Iowa
$274K +$279K +3,454 New
SAM
132
Strategic Asset Management
Minnesota
$273K -$127K -1,571 -31%
APC
133
Aspire Private Capital
North Carolina
$272K -$8.73K -108 -3%
CA
134
CoreCap Advisors
Michigan
$262K -$321K -3,977 -55%
Bank Julius Baer & Co
135
Bank Julius Baer & Co
Switzerland
$261K +$5.49K +68 +2%
SWA
136
Stratos Wealth Advisors
Ohio
$250K -$1.84M -22,793 -88%
PFGIA
137
Patriot Financial Group Insurance Agency
Massachusetts
$248K -$537K -6,645 -68%
TSS
138
Two Sigma Securities
New York
$232K +$236K +2,919 New
HGWM
139
Horst & Graben Wealth Management
Oregon
$230K -$4.21M -52,042 -95%
CS
140
Credit Suisse
Switzerland
$229K +$233K +2,884 New
D
141
Dentgroup
Louisiana
$226K +$23.3K +288 +11%
KCA
142
Karn Couzens & Associates
Connecticut
$225K +$9.78K +121 +4%
CBFP
143
Cedar Brook Financial Partners
Ohio
$223K +$17.6K +218 +8%
MLFP
144
MPS Loria Financial Planners
Illinois
$221K
GF
145
Gries Financial
Ohio
$220K -$1.55M -19,216 -87%
Creative Planning
146
Creative Planning
Kansas
$216K -$11.2K -139 -5%
FRA
147
Front Row Advisors
California
$216K
FAIM
148
Financial Advocates Investment Management
Washington
$207K -$384K -4,748 -65%
CAPTRUST Financial Advisors
149
CAPTRUST Financial Advisors
North Carolina
$186K -$181K -2,242 -49%
Citigroup
150
Citigroup
New York
$178K -$32.2K -399 -15%

IXG Hedge Fund Activity: Q1 2022 in Review

217 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q1 2022, worth a combined $663M — down 72% from $2.37B a quarter earlier.

Sellers outnumbered buyers: 113 funds closed out of IXG and 29 opened new positions — a net loss of 84 holders — while 123 trimmed existing stakes and 40 added.

The largest buyer was Jane Street, adding an estimated $37.9M. The largest seller was Envestnet Asset Management, cutting an estimated $612M.

  • 217 institutional investors held iShares Global Financials ETF (IXG) as of Q1 2022, down from 307 in Q4 2021.
  • Funds reported $663M of iShares Global Financials ETF stock for Q1 2022, down 72% quarter-over-quarter.
  • 29 funds opened new iShares Global Financials ETF positions in Q1 2022 and 113 closed out, a net change of -84 holders.
  • The largest iShares Global Financials ETF buyer in Q1 2022 was Jane Street, an estimated $37.9M added.
  • The largest iShares Global Financials ETF seller in Q1 2022 was Envestnet Asset Management, an estimated $612M sold.

Based on aggregated 13F filings for Q1 2022.