We are live on ! Find out more
IXG icon

iShares Global Financials ETF
IXG

124 hedge funds and large institutions have $180M invested in iShares Global Financials ETF in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 16 increasing their positions, 48 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

23% more capital invested

Capital invested by funds: $147M → $180M (+$33.3M)

11% more funds holding

Funds holding: 112 → 124 (+12)

3.67% more ownership

Funds ownership: 36.63% → 40.3% (+3.7%)

67% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 48

Holders
124
Holders Change
+12
Holders Change %
+10.71%
% of All Funds
1.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
16
Reduced
48
Closed
7
Calls
$8K
Puts
–
Net Calls
+$8K
Net Calls Change
-$372K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$27.6M
2
MD
Money Design
Japan
+$4.49M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.43M
4
Ameriprise
Ameriprise
Minnesota
+$951K
5
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
+$864K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$14M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$3.5M
3
CWM
Centurion Wealth Management
Virginia
-$2.96M
4
SWM
Spire Wealth Management
Virginia
-$2.88M
5
Osaic Holdings
Osaic Holdings
Arizona
-$1.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
126
Centurion Wealth Management
Virginia
– -$2.96M -42,050 Closed
OMC
127
Old Mission Capital
Illinois
– -$1.26M -17,852 Closed
LWM
128
Liberty Wealth Management
California
– -$268K -3,807 Closed
WWP
129
WR Wealth Planners
Missouri
– -$46.2K -656 Closed
AP
130
Advisors Preferred
Maryland
– -$39.3K -565 Closed
CSPIA
131
Cary Street Partners Investment Advisory
Virginia
– -$18K -255 Closed
TWP
132
TFO Wealth Partners
Ohio
– -$1.79K -25 Closed
2 3 4 5
6

IXG Hedge Fund Activity: Q4 2023 in Review

124 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q4 2023, worth a combined $180M — up 23% from $147M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IXG positions and 7 closed out — a net gain of 12 holders — while 16 added to existing stakes and 48 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $27.6M. The largest seller was Jane Street, cutting an estimated $14M.

  • 124 institutional investors held iShares Global Financials ETF (IXG) as of Q4 2023, up from 112 in Q3 2023.
  • Funds reported $180M of iShares Global Financials ETF stock for Q4 2023, up 23% quarter-over-quarter.
  • 19 funds opened new iShares Global Financials ETF positions in Q4 2023 and 7 closed out, a net change of +12 holders.
  • The largest iShares Global Financials ETF buyer in Q4 2023 was Morgan Stanley, an estimated $27.6M added.
  • The largest iShares Global Financials ETF seller in Q4 2023 was Jane Street, an estimated $14M sold.

Based on aggregated 13F filings for Q4 2023.