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iShares Global Financials ETF

139 hedge funds and large institutions have $295M invested in iShares Global Financials ETF in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

32% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 34

7% more funds holding

Funds holding: 130139 (+9)

5% more capital invested

Capital invested by funds: $281M → $295M (+$13.3M)

2.24% less ownership

Funds ownership: 47.75%45.52% (-2.2%)

43% less call options, than puts

Call options by funds: $7.56M | Put options by funds: $13.2M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
139
Holders Change
+9
Holders Change %
+6.92%
% of All Funds
1.69%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
45
Reduced
34
Closed
10
Calls
$7.56M
Puts
$13.2M
Net Calls
-$5.66M
Net Calls Change
+$2.58M
Name Holding Trade Value Shares
Change
Change in
Stake
CPBTD
126
Central Pacific Bank - Trust Division
Hawaii
$5.07K
CI
127
CX Institutional
Indiana
$5K
BLC
128
Brown, Lisle/Cummings
Rhode Island
$4.23K
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$3.62K
Q1WB
130
Quest 10 Wealth Builders
Virginia
$3.14K
CFD
131
Creative Financial Designs
Indiana
$3.12K
BBPWM
132
Blue Bell Private Wealth Management
Pennsylvania
$1.81K
SAG
133
SageView Advisory Group
California
$1.57K +$1.51K +13 New
AIM
134
Anchor Investment Management
South Carolina
$1.21K
CA
135
CoreCap Advisors
Michigan
$745
KFA
136
Kelleher Financial Advisors
New York
$725
TRCT
137
Tower Research Capital (TRC)
New York
$483 +$466 +4 New
MHR
138
Matthew Hamilton Rosenberg
$242
RBA
139
Richard Bernstein Advisors
New York
$241
DZ Bank
140
DZ Bank
Germany
-$681K -5,834 Closed
Cerity Partners
141
Cerity Partners
New York
-$639K -5,476 Closed
Vontobel Holding
142
Vontobel Holding
Switzerland
-$350K -3,000 Closed
MA
143
MONECO Advisors
Connecticut
-$317K -2,713 Closed
SFC
144
Strategic Financial Concepts
Texas
-$257K -2,200 Closed
OIA
145
OneDigital Investment Advisors
Kansas
-$238K -2,041 Closed
SIS
146
Sound Income Strategies
Florida
-$55.5K -481 Closed
ASN
147
Advisory Services Network
Georgia
-$15.8K -135 Closed
FWA
148
Flagship Wealth Advisors
Massachusetts
-$8.75K -75 Closed
RA
149
Rise Advisors
New York
-$8.39K -72 Closed