iShares Global Financials ETF
IXG
118 hedge funds and large institutions have $135M invested in iShares Global Financials ETF in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 26 increasing their positions, 40 reducing their positions, and 13 closing their positions.
38% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 13
4% more funds holding
Funds holding: 114 → 118 (+4)
0.81% less ownership
Funds ownership: 41.54% → 40.72% (-0.81%)
19% less capital invested
Capital invested by funds: $167M → $135M (-$32.1M)
35% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 40
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
+$13.8M |
| 2 |
GS
GTS Securities
New York
|
+$2.51M |
| 3 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
+$2.03M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$751K |
| 5 |
AP
Advisors Preferred
Rockville,
Maryland
|
+$733K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PF
Phoenix Financial
Givatayim,
Israel
|
-$21.6M |
| 2 |
LWL
Leo Wealth LLC
Hurst,
Texas
|
-$7.5M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$2.27M |
| 4 |
SL
Salomon & Ludwin
Richmond,
Virginia
|
-$1.32M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Mariner
Overland Park,
Kansas
| – | -$223K | -2,573 | Closed |
|
|
WA
127
Waverly Advisors
Birmingham,
Alabama
| – | -$202K | -2,327 | Closed |
|
|
CA
128
CoreCap Advisors
Southfield,
Michigan
| – | -$23.5K | -272 | Closed |
|
129
US Bancorp
Minneapolis,
Minnesota
| – | -$12.3K | -142 | Closed |
|
|
IPW
130
Impact Partnership Wealth
Marietta,
Georgia
| – | -$11.4K | -132 | Closed |
|
|
NS
131
NBC Securities
Birmingham,
Alabama
| – | -$11K | -116 | Closed |
|
|
IA
132
IFP Advisors
Tampa,
Florida
| – | -$2.88K | -32 | Closed |
|
|
CWP
133
Concord Wealth Partners
Abingdon,
Virginia
| – | -$2.69K | -31 | Closed |
|
IXG Hedge Fund Activity: Q2 2024 in Review
118 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q2 2024, worth a combined $135M — down 19% from $167M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new IXG positions and 13 closed out — a net gain of 5 holders — while 26 added to existing stakes and 40 trimmed.
The largest buyer was Strategic Financial Concepts, opening a new position worth an estimated $13.8M. The largest seller was Phoenix Financial, cutting an estimated $21.6M.
- 118 institutional investors held iShares Global Financials ETF (IXG) as of Q2 2024, up from 114 in Q1 2024.
- Funds reported $135M of iShares Global Financials ETF stock for Q2 2024, down 19% quarter-over-quarter.
- 18 funds opened new iShares Global Financials ETF positions in Q2 2024 and 13 closed out, a net change of +5 holders.
- The largest iShares Global Financials ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $13.8M added.
- The largest iShares Global Financials ETF seller in Q2 2024 was Phoenix Financial, an estimated $21.6M sold.
Based on aggregated 13F filings for Q2 2024.