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iShares Global Financials ETF
IXG

Overview Fund Activity

139 hedge funds and large institutions have $1.67B invested in iShares Global Financials ETF in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 24 increasing their positions, 57 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
-4
Holders Change %
-2.8%
% of All Funds
2.24%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
27
Increased
24
Reduced
57
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
$23.4M
2
CIM
Cambria Investment Management
California
$13.3M
3
Jane Street
Jane Street
New York
$14.9M
4
BFA
BMS Financial Advisors
South Dakota
$1.64M
5
Chevy Chase Trust
Chevy Chase Trust
Maryland
$1.33M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$11.5M
2
RBA
Richard Bernstein Advisors
New York
$42K
3
AWA
Arete Wealth Advisors
Illinois
$1.5B
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.81M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
LS
126
Leelyn Smith
Illinois
$3.09K – – –
MRC
127
Millburn Ridgefield Corp
New York
$3K +$1.29K +18 +75%
IF
128
Integrity Financial
Wyoming
$2.88K -$9.28K -132 -76%
BLC
129
Brown, Lisle/Cummings
Rhode Island
$2.46K – – –
IHWM
130
Iron Horse Wealth Management
Iowa
$2K +$2K +30 New
GWM
131
Geneos Wealth Management
Colorado
$1.76K – – –
GJIA
132
Glass Jacobson Investment Advisors
Maryland
$1.2K +$1.2K +17 New
BBPWM
133
Blue Bell Private Wealth Management
Pennsylvania
$1.05K – – –
PTC
134
Private Trust Company
Ohio
$1K – – –
AIM
135
Anchor Investment Management
South Carolina
$703 – – –
KFS
136
Kelly Financial Services
Massachusetts
$633 -$422 -6 -40%
OLVIG
137
Oliver Lagore Vanvalin Investment Group
Michigan
$336 – – –
AC
138
AlphaCore Capital
California
$82 – – –
MCC
139
Money Concepts Capital
Florida
$70 +$70 +1 New
OWA
140
Outlook Wealth Advisors
Texas
– -$5.44M -88,769 Closed
DZ Bank
141
DZ Bank
Germany
– -$2.64M -43,076 Closed
Susquehanna International Group
142
Susquehanna International Group
Pennsylvania
– -$2.07M -33,706 Closed
TCA
143
Transcend Capital Advisors
New Jersey
– -$1.28M -20,882 Closed
JPMPWA
144
J.P. Morgan Private Wealth Advisors
California
– -$690K -11,254 Closed
PAG
145
Private Advisor Group
New Jersey
– -$583K -9,507 Closed
SW
146
SVB Wealth
Massachusetts
– -$525K -8,567 Closed
VAS
147
Vestmark Advisory Solutions
Massachusetts
– -$399K -6,515 Closed
BWP
148
Bernardo Wealth Planning
Pennsylvania
– -$376K -5,805 Closed
FTUS
149
Flow Traders U.S.
New York
– -$350K -5,716 Closed
PP
150
Patron Partners
Texas
– -$329K -5,364 Closed
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