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iShares Global Financials ETF

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

7.09% more ownership

Funds ownership: 32.67%39.76% (+7.1%)

6% less funds holding

Funds holding: 139131 (-8)

18% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 22

61% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 57

89% less capital invested

Capital invested by funds: $1.67B → $176M (-$1.5B)

Holders
131
Holders Change
-8
Holders Change %
-5.76%
% of All Funds
2.09%
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
Name Holding Trade Value Shares
Change
Change in
Stake
KFS
126
Kelly Financial Services
Massachusetts
$621
Commonwealth Equity Services
127
Commonwealth Equity Services
Massachusetts
$524 -$97K -1,330 -15%
OLVIG
128
Oliver Lagore Vanvalin Investment Group
Michigan
$330
TCWA
129
Ten Capital Wealth Advisors
Washington
$207 +$219 +3 New
AC
130
AlphaCore Capital
California
$80
FGAM
131
Financial Gravity Asset Management
Texas
$2 +$1.6K +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

IXG Hedge Fund Activity: Q1 2023 in Review

131 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q1 2023, worth a combined $176M — down 89% from $1.67B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of IXG and 18 opened new positions — a net loss of 4 holders — while 57 trimmed existing stakes and 22 added.

The largest buyer was Phoenix Financial, opening a new position worth an estimated $26.7M. The largest seller was Cambria Investment Management, exiting entirely with an estimated $13.3M sold.

  • 131 institutional investors held iShares Global Financials ETF (IXG) as of Q1 2023, down from 139 in Q4 2022.
  • Funds reported $176M of iShares Global Financials ETF stock for Q1 2023, down 89% quarter-over-quarter.
  • 18 funds opened new iShares Global Financials ETF positions in Q1 2023 and 22 closed out, a net change of -4 holders.
  • The largest iShares Global Financials ETF buyer in Q1 2023 was Phoenix Financial, an estimated $26.7M added.
  • The largest iShares Global Financials ETF seller in Q1 2023 was Cambria Investment Management, an estimated $13.3M sold.

Based on aggregated 13F filings for Q1 2023.