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iShares Global Financials ETF
IXG

Overview Fund Activity

131 hedge funds and large institutions have $176M invested in iShares Global Financials ETF in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 22 increasing their positions, 57 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
-8
Holders Change %
-5.76%
% of All Funds
2.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
22
Reduced
57
Closed
22
Calls
$380K
Puts
–
Net Calls
+$380K
Net Calls Change
+$380K

Top Buyers

1
PF
Phoenix Financial
Israel
$25.3M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$7.32M
3
Jane Street
Jane Street
New York
$18.2M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.51M
5
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
$3.29M

Top Sellers

1
CIM
Cambria Investment Management
California
$0
2
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
$11.1M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$0
4
GCA
Greenwood Capital Associates
South Carolina
$294K
5
OMC
Old Mission Capital
Illinois
$1.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFS
126
Kelly Financial Services
Massachusetts
$621 – – –
Commonwealth Equity Services
127
Commonwealth Equity Services
Massachusetts
$524 -$92 -1,330 -15%
OLVIG
128
Oliver Lagore Vanvalin Investment Group
Michigan
$330 – – –
TCWA
129
Ten Capital Wealth Advisors
Washington
$207 +$207 +3 New
AC
130
AlphaCore Capital
California
$80 – – –
FGAM
131
Financial Gravity Asset Management
Texas
$2 +$2 +22 New
CIM
132
Cambria Investment Management
California
– -$13.3M -189,650 Closed
Mercer Global Advisors
133
Mercer Global Advisors
Colorado
– -$4.61M -65,576 Closed
BFA
134
BMS Financial Advisors
South Dakota
– -$1.64M -20,498 Closed
Chevy Chase Trust
135
Chevy Chase Trust
Maryland
– -$1.33M -18,879 Closed
CI
136
CX Institutional
Indiana
– -$1.29M -18,312 Closed
Renaissance Technologies
137
Renaissance Technologies
New York
– -$344K -4,900 Closed
Stifel Financial
138
Stifel Financial
Missouri
– -$278K -3,954 Closed
CAN
139
Cetera Advisor Networks
California
– -$263K -3,740 Closed
UCFA
140
United Capital Financial Advisors
Texas
– -$259K -3,691 Closed
Rockefeller Capital Management
141
Rockefeller Capital Management
New York
– -$213K -3,033 Closed
Creative Planning
142
Creative Planning
Kansas
– -$203K -2,892 Closed
CBFP
143
Cedar Brook Financial Partners
Ohio
– -$202K -2,880 Closed
Schroder Investment Management Group
144
Schroder Investment Management Group
United Kingdom
– -$53.5K -761 Closed
PIMG
145
Patriot Investment Management Group
Tennessee
– -$36.6K -480 Closed
HNWAG
146
High Net Worth Advisory Group
Florida
– -$10.2K -145 Closed
APC
147
Aspire Private Capital
North Carolina
– -$8.5K -121 Closed
MPCL
148
My Personal CFO LLC
Washington
– -$8.29K -118 Closed
IGWM
149
ICA Group Wealth Management
Colorado
– -$7.45K -106 Closed
USCWA
150
U.S. Capital Wealth Advisors
Texas
– -$7.03K -100 Closed
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