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iShares Global Financials ETF
IXG

112 hedge funds and large institutions have $147M invested in iShares Global Financials ETF in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 40 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,429% more call options, than puts

Call options by funds: $387K | Put options by funds: $7K

2.31% less ownership

Funds ownership: 38.95% → 36.63% (-2.3%)

8% less funds holding

Funds holding: 122 → 112 (-10)

11% less capital invested

Capital invested by funds: $166M → $147M (-$18.6M)

45% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 40

53% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 15

Holders
112
Holders Change
-10
Holders Change %
-8.2%
% of All Funds
1.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
22
Reduced
40
Closed
15
Calls
$387K
Puts
$7K
Net Calls
+$380K
Net Calls Change
+$380K

Top Buyers

1
RBA
Richard Bernstein Advisors
New York
+$4.8M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$3.56M
3
Osaic Holdings
Osaic Holdings
Arizona
+$1.44M
4
Bank of America
Bank of America
North Carolina
+$1.2M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$878K

Top Sellers

1
Jane Street
Jane Street
New York
-$11.1M
2
Citadel Advisors
Citadel Advisors
Florida
-$5.41M
3
UBS Group
UBS Group
Switzerland
-$1.4M
4
IPAM
ICICI Prudential Asset Management
India
-$1.2M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
FGAM
126
Financial Gravity Asset Management
Texas
– -$2 -22 Closed
2 3 4 5
6

IXG Hedge Fund Activity: Q3 2023 in Review

112 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q3 2023, worth a combined $147M — down 11% from $166M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of IXG and 7 opened new positions — a net loss of 8 holders — while 40 trimmed existing stakes and 22 added.

The largest buyer was Richard Bernstein Advisors, adding an estimated $4.8M. The largest seller was Jane Street, cutting an estimated $11.1M.

  • 112 institutional investors held iShares Global Financials ETF (IXG) as of Q3 2023, down from 122 in Q2 2023.
  • Funds reported $147M of iShares Global Financials ETF stock for Q3 2023, down 11% quarter-over-quarter.
  • 7 funds opened new iShares Global Financials ETF positions in Q3 2023 and 15 closed out, a net change of -8 holders.
  • The largest iShares Global Financials ETF buyer in Q3 2023 was Richard Bernstein Advisors, an estimated $4.8M added.
  • The largest iShares Global Financials ETF seller in Q3 2023 was Jane Street, an estimated $11.1M sold.

Based on aggregated 13F filings for Q3 2023.