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iShares Global Financials ETF
IXG

Overview Fund Activity

263 hedge funds and large institutions have $2.59B invested in iShares Global Financials ETF in 2021 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 97 increasing their positions, 112 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
263
Holders Change
+16
Holders Change %
+6.48%
% of All Funds
4.62%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
37
Increased
97
Reduced
112
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$239M
2
MPW
MA Private Wealth
California
$9.97M
3
CIAS
CFS Investment Advisory Services
New Jersey
$9.71M
4
UBS Group
UBS Group
Switzerland
$19.1M
5
Ameriprise
Ameriprise
Minnesota
$30.6M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$782M
2
AssetMark Inc
AssetMark Inc
California
$17K
3
KFS
Kelly Financial Services
Massachusetts
$233K
4
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
$17.1M
5
BlackRock
BlackRock
New York
$155M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
151
J.P. Morgan Private Wealth Advisors
California
$933K -$102K -1,295 -10%
PFGIA
152
Patriot Financial Group Insurance Agency
Massachusetts
$879K +$114K +1,455 +15%
IWS
153
Insight Wealth Strategies
California
$858K +$343K +4,373 +67%
IA
154
IFP Advisors
Florida
$840K +$111K +1,375 +15%
CF
155
Centaurus Financial
California
$836K -$107K -1,363 -11%
BAM
156
Belpointe Asset Management
Nevada
$834K -$44.6K -569 -5%
MHR
157
Matthew Hamilton Rosenberg
$801K +$801K +10,208 New
FHA
158
First Horizon Advisors
Tennessee
$792K +$43.4K +554 +6%
PPP
159
Private Portfolio Partners
New Jersey
$765K -$62.6K -798 -8%
FA
160
FDx Advisors
Illinois
$744K +$24.1K +307 +3%
T
161
TRUADVICE
Florida
$717K -$1.95M -23,416 -73%
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$695K -$863 -11 -0.1%
APA
163
American Portfolios Advisors
New York
$687K +$540K +6,888 +368%
BTWM
164
Baker Tilly Wealth Management
Wisconsin
$687K +$6.04K +77 +0.9%
Northern Trust
165
Northern Trust
Illinois
$623K +$623K +7,940 New
FCA
166
FLC Capital Advisors
California
$609K +$336K +4,277 +123%
TPWA
167
TRUE Private Wealth Advisors
Oregon
$606K -$161K -2,053 -21%
MA
168
Mutual Advisors
Nebraska
$560K +$121K +1,547 +28%
PCG
169
Private Capital Group
Connecticut
$549K -$62.9K -801 -10%
LF
170
Lantz Financial
Illinois
$546K +$131K +1,669 +32%
TLFA
171
True Link Financial Advisors
California
$513K +$437K +5,576 +578%
GFPC
172
Global Financial Private Client
Florida
$504K +$173K +2,185 +52%
Northwestern Mutual Wealth Management
173
Northwestern Mutual Wealth Management
Wisconsin
$492K +$131K +1,668 +36%
FDCDDQ
174
Federation des caisses Desjardins du Quebec
Quebec, Canada
$470K – – –
TFF
175
The Family Firm
Maryland
$469K -$250K -2,990 -35%
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7
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