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iShares Global Financials ETF

171 hedge funds and large institutions have $424M invested in iShares Global Financials ETF in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 25 increasing their positions, 93 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.43% less ownership

Funds ownership: 58.43%54.01% (-4.4%)

21% less funds holding

Funds holding: 217171 (-46)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

36% less capital invested

Capital invested by funds: $663M → $424M (-$239M)

68% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 65

73% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 93

Holders
171
Holders Change
-46
Holders Change %
-21.2%
% of All Funds
2.88%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
21
Increased
25
Reduced
93
Closed
65
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
126
Rise Advisors
New York
$22K +$506 +7 +2%
CFD
127
Creative Financial Designs
Indiana
$21K -$24.7K -342 -52%
CAPTRUST Financial Advisors
128
CAPTRUST Financial Advisors
North Carolina
$17K -$150K -2,079 -89%
VVP
129
Venture Visionary Partners
Ohio
$16.4K +$18.1K +250 New
APA
130
American Portfolios Advisors
New York
$14.3K -$6.36K -88 -29%
US Bancorp
131
US Bancorp
Minnesota
$13K
BMD
132
Better Money Decisions
New Mexico
$13K +$14.5K +200 New
FHA
133
First Horizon Advisors
Tennessee
$12K +$13.3K +184 New
IFAM
134
Institutional & Family Asset Management
Colorado
$11K -$14.4K -199 -54%
IF
135
Integrity Financial
Wyoming
$11K +$9.54K +132 +322%
OPW
136
Oxler Private Wealth
New York
$10K +$11K +152 New
AW
137
Avion Wealth
Texas
$10K
HNWAG
138
High Net Worth Advisory Group
Florida
$10K
Fidelity Investments
139
Fidelity Investments
Massachusetts
$9K -$5.28K -73 -34%
GWM
140
Geneos Wealth Management
Colorado
$9K
KFS
141
Kelly Financial Services
Massachusetts
$7.52K -$413K -5,719 -98%
S
142
SignatureFD
Georgia
$7K +$289 +4 +4%
SIM
143
Studio Investment Management
Illinois
$7K +$7.23K +100 New
TAM
144
Tucker Asset Management
Colorado
$6.38K -$7.52K -104 -52%
ACA
145
Aptus Capital Advisors
Alabama
$6K
TFGT
146
TS Financial Group (TSFG)
Illinois
$6K
GFPC
147
Global Financial Private Client
Florida
$5.7K -$506 -7 -8%
AWM
148
Aspire Wealth Management
Massachusetts
$5K -$217 -3 -4%
FMB
149
Field & Main Bank
Kentucky
$5K +$5.21K +72 New
TRCT
150
Tower Research Capital (TRC)
New York
$4K -$72 -1 -2%

IXG Hedge Fund Activity: Q2 2022 in Review

171 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q2 2022, worth a combined $424M — down 36% from $663M a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of IXG and 21 opened new positions — a net loss of 44 holders — while 93 trimmed existing stakes and 25 added.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $10.8M. The largest seller was Diversified, exiting entirely with an estimated $23.9M sold.

  • 171 institutional investors held iShares Global Financials ETF (IXG) as of Q2 2022, down from 217 in Q1 2022.
  • Funds reported $424M of iShares Global Financials ETF stock for Q2 2022, down 36% quarter-over-quarter.
  • 21 funds opened new iShares Global Financials ETF positions in Q2 2022 and 65 closed out, a net change of -44 holders.
  • The largest iShares Global Financials ETF buyer in Q2 2022 was Goldman Sachs, an estimated $10.8M added.
  • The largest iShares Global Financials ETF seller in Q2 2022 was Diversified, an estimated $23.9M sold.

Based on aggregated 13F filings for Q2 2022.