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iShares Global Financials ETF
IXG

Overview Fund Activity

143 hedge funds and large institutions have $362M invested in iShares Global Financials ETF in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 64 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
-28
Holders Change %
-16.37%
% of All Funds
2.47%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
8
Increased
34
Reduced
64
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RBA
Richard Bernstein Advisors
New York
$77.9M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$10.3M
3
Morgan Stanley
Morgan Stanley
New York
$23.7M
4
Bank of America
Bank of America
North Carolina
$147M
5
OMC
Old Mission Capital
Illinois
$2.46M

Top Sellers

1
Jane Street
Jane Street
New York
$2.94M
2
Goldman Sachs
Goldman Sachs
New York
$0
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$47K
4
AWM
Avaii Wealth Management
Wisconsin
$0
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$860K
Name Holding Trade Value Shares
Change 		Shares
Change %
BLC
126
Brown, Lisle/Cummings
Rhode Island
$2.15K – – –
CSB
127
City State Bank
Iowa
$2K – – –
SWM
128
Selective Wealth Management
Virginia
$2K – – –
TWP
129
TFO Wealth Partners
Ohio
$2K – – –
BL
130
Balentine LLC
Georgia
$2K +$2K +32 New
ACM
131
Absolute Capital Management
Pennsylvania
$1.48K +$1.48K +24 New
JPMorgan Chase & Co
132
JPMorgan Chase & Co
New York
$1K -$345K -6,555 -100%
GWM
133
Geneos Wealth Management
Colorado
$1K -$4.56K -114 -82%
BBPWM
134
Blue Bell Private Wealth Management
Pennsylvania
$1K – – –
MRC
135
Millburn Ridgefield Corp
New York
$1K +$375 +9 +60%
PTC
136
Private Trust Company
Ohio
$1K +$1K +18 New
KFS
137
Kelly Financial Services
Massachusetts
$925 -$6.11K -99 -87%
AIM
138
Anchor Investment Management
South Carolina
$613 +$613 +10 New
GFPC
139
Global Financial Private Client
Florida
$126 -$5.29K -84 -98%
Bank of Montreal
140
Bank of Montreal
Ontario, Canada
$101 +$19 +283 +23%
Goldman Sachs
141
Goldman Sachs
New York
– -$9.86M -150,000 Closed
AWM
142
Avaii Wealth Management
Wisconsin
– -$2.75M -41,797 Closed
NCM
143
Northwest Capital Management
Oregon
– -$1.96M -29,827 Closed
BFA
144
BMS Financial Advisors
South Dakota
– -$1.67M -20,850 Closed
HSBC Holdings
145
HSBC Holdings
United Kingdom
– -$615K -9,350 Closed
Millennium Management
146
Millennium Management
New York
– -$541K -8,224 Closed
Prudential Financial
147
Prudential Financial
New Jersey
– -$482K -7,339 Closed
FIA
148
Foundations Investment Advisors
Arizona
– -$432K -6,642 Closed
CPC
149
Cookson Peirce & Co
Pennsylvania
– -$424K -6,448 Closed
CWS
150
Cypress Wealth Services
California
– -$422K -6,425 Closed
3 4 5
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