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iShares Global Financials ETF
IXG

Overview Fund Activity

307 hedge funds and large institutions have $2.37B invested in iShares Global Financials ETF in 2021 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 66 increasing their positions, 147 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
+44
Holders Change %
+16.73%
% of All Funds
4.74%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
76
Increased
66
Reduced
147
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$6.32M
2
CIM
Cambria Investment Management
California
$5.43M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$13.9M
4
NCM
Northwest Capital Management
Oregon
$4.55M
5
Allianz Asset Management
Allianz Asset Management
Germany
$2.43M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$622M
2
BlackRock
BlackRock
New York
$121M
3
LPL Financial
LPL Financial
California
$123M
4
PAS
Park Avenue Securities
New York
$65.3M
5
Osaic Holdings
Osaic Holdings
Arizona
$67.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity International
151
Fidelity International
Bermuda
$1.03M +$57.6K +719 +6%
JPMPWA
152
J.P. Morgan Private Wealth Advisors
California
$1.03M +$73.4K +917 +8%
Citadel Advisors
153
Citadel Advisors
Florida
$1.03M +$1.03M +12,816 New
AWM
154
Apollon Wealth Management
South Carolina
$1.01M +$1.01M +12,643 New
AWM
155
Alterna Wealth Management
Texas
$1M +$1M +12,496 New
PWMG
156
Provence Wealth Management Group
California
$996K +$996K +12,439 New
OPS
157
Orion Portfolio Solutions
Nebraska
$990K -$149K -1,858 -13%
RSWM
158
Robertson Stephens Wealth Management
California
$984K -$217K -2,711 -18%
MYIA
159
Mount Yale Investment Advisors
Colorado
$953K -$369K -4,613 -28%
Renaissance Technologies
160
Renaissance Technologies
New York
$953K +$729K +9,100 +325%
Baird Financial Group
161
Baird Financial Group
Wisconsin
$921K -$141K -1,765 -13%
Mercer Global Advisors
162
Mercer Global Advisors
Colorado
$862K -$457K -5,715 -35%
CAM
163
Concorde Asset Management
Michigan
$856K -$237K -2,961 -22%
CF
164
Centaurus Financial
California
$856K +$3.6K +45 +0.4%
PFGIA
165
Patriot Financial Group Insurance Agency
Massachusetts
$782K -$116K -1,443 -13%
SW
166
SVB Wealth
Massachusetts
$773K -$895K -11,179 -54%
MHR
167
Matthew Hamilton Rosenberg
$770K -$47.1K -589 -6%
NW
168
NewEdge Wealth
Pennsylvania
$755K +$755K +9,431 New
HI
169
Harbour Investments
Wisconsin
$752K -$231K -2,883 -23%
FHA
170
First Horizon Advisors
Tennessee
$747K -$61.6K -770 -8%
JPMorgan Chase & Co
171
JPMorgan Chase & Co
New York
$724K -$1.8M -22,504 -71%
Fifth Third Bancorp
172
Fifth Third Bancorp
Ohio
$710K – – –
MWM
173
Maripau Wealth Management
Indiana
$697K +$697K +8,204 New
IA
174
IFP Advisors
Florida
$691K -$202K -2,358 -23%
FA
175
FDx Advisors
Illinois
$682K -$77.9K -973 -10%
5 6
7
8 9