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iShares Global Financials ETF
IXG

136 hedge funds and large institutions have $222M invested in iShares Global Financials ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 33 increasing their positions, 38 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 18

2% less funds holding

Funds holding: 139 → 136 (-3)

2.74% less ownership

Funds ownership: 45.52% → 42.78% (-2.7%)

13% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 38

25% less capital invested

Capital invested by funds: $295M → $222M (-$72.7M)

Holders
136
Holders Change
-3
Holders Change %
-2.16%
% of All Funds
1.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
33
Reduced
38
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
Avior Wealth Management
Nebraska
+$10.9M
2
Jane Street
Jane Street
New York
+$8.14M
3
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
+$7.83M
4
HighTower Advisors
HighTower Advisors
Illinois
+$5.88M
5
GS
GTS Securities
New York
+$3.87M

Top Sellers

1
Pictet Asset Management
Pictet Asset Management
Switzerland
-$41.1M
2
JBA
Johnson Bixby & Associates
Washington
-$15.1M
3
CIM
Cambria Investment Management
California
-$9.44M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.6M
5
Raymond James Financial
Raymond James Financial
Florida
-$7.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$3.42K – – –
Q1WB
127
Quest 10 Wealth Builders
Virginia
$2.96K – – –
CFD
128
Creative Financial Designs
Indiana
$2.94K – – –
BBPWM
129
Blue Bell Private Wealth Management
Pennsylvania
$1.71K – – –
AIM
130
Anchor Investment Management
South Carolina
$1.14K – – –
CA
131
CoreCap Advisors
Michigan
$703 – – –
KFA
132
Kelleher Financial Advisors
New York
$665 – – –
MHR
133
Matthew Hamilton Rosenberg
$228 – – –
RBA
134
Richard Bernstein Advisors
New York
$228 – – –
MWA
135
Merkkuri Wealth Advisors
New York
$145 +$119 +1 New
TRCT
136
Tower Research Capital (TRC)
New York
$114 -$356 -3 -75%
Pictet Asset Management
137
Pictet Asset Management
Switzerland
– -$41.1M -337,660 Closed
CIM
138
Cambria Investment Management
California
– -$9.44M -78,116 Closed
OWA
139
Outlook Wealth Advisors
Texas
– -$5.26M -43,517 Closed
CAM
140
Cresset Asset Management
Illinois
– -$2.11M -17,469 Closed
Goldman Sachs
141
Goldman Sachs
New York
– -$975K -8,070 Closed
HH
142
Hilltop Holdings
Texas
– -$756K -6,257 Closed
WC
143
Waterloo Capital
Texas
– -$529K -4,383 Closed
WIA
144
World Investment Advisors
California
– -$414K -3,426 Closed
WANY
145
Wealthspire Advisors (New York)
New York
– -$400K -3,308 Closed
Wealth Enhancement Advisory Services
146
Wealth Enhancement Advisory Services
Minnesota
– -$300K -2,421 Closed
KPWS
147
Kestra Private Wealth Services
Texas
– -$286K -2,366 Closed
LIA
148
Lynx Investment Advisory
District of Columbia
– -$267K -2,207 Closed
NS
149
NBC Securities
Alabama
– -$213K -1,764 Closed
MA
150
Mutual Advisors
Nebraska
– -$203K -1,680 Closed
3 4 5
6
7

IXG Hedge Fund Activity: Q1 2026 in Review

136 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q1 2026, worth a combined $222M — down 25% from $295M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IXG positions and 18 closed out — a net gain of 2 holders — while 33 added to existing stakes and 38 trimmed.

The largest buyer was Avior Wealth Management, opening a new position worth an estimated $10.9M. The largest seller was Pictet Asset Management, exiting entirely with an estimated $41.1M sold.

  • 136 institutional investors held iShares Global Financials ETF (IXG) as of Q1 2026, down from 139 in Q4 2025.
  • Funds reported $222M of iShares Global Financials ETF stock for Q1 2026, down 25% quarter-over-quarter.
  • 20 funds opened new iShares Global Financials ETF positions in Q1 2026 and 18 closed out, a net change of +2 holders.
  • The largest iShares Global Financials ETF buyer in Q1 2026 was Avior Wealth Management, an estimated $10.9M added.
  • The largest iShares Global Financials ETF seller in Q1 2026 was Pictet Asset Management, an estimated $41.1M sold.

Based on aggregated 13F filings for Q1 2026.