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iShares Global Financials ETF

217 hedge funds and large institutions have $663M invested in iShares Global Financials ETF in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 40 increasing their positions, 123 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

26.55% less ownership

Funds ownership: 84.98%58.43% (-27%)

29% less funds holding

Funds holding: 307217 (-90)

67% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 123

72% less capital invested

Capital invested by funds: $2.37B → $663M (-$1.7B)

74% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 113

Holders
217
Holders Change
-90
Holders Change %
-29.32%
% of All Funds
3.42%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
29
Increased
40
Reduced
123
Closed
113
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCA
151
FinTrust Capital Advisors
South Carolina
$146K -$108K -1,333 -42%
CWA
152
Clearview Wealth Advisors
Oregon
$128K -$1.26M -15,630 -91%
WWM
153
Wolff Wiese Magana
California
$125K +$2.02K +25 +2%
GRP
154
Global Retirement Partners
California
$117K +$131K +1,620 New
CF
155
Centaurus Financial
California
$116K -$747K -9,241 -86%
QCG
156
Quadrant Capital Group
Ohio
$108K
Bank of Montreal
157
Bank of Montreal
Ontario, Canada
$99K -$157K -1,938 -62%
LC
158
Lindbrook Capital
California
$96K -$7.76K -96 -7%
HWMA
159
Heritage Wealth Management (Arizona)
Arizona
$91K +$93K +1,151 New
AA
160
Ancora Advisors
Ohio
$72K -$160K -1,981 -69%
CWP
161
Concord Wealth Partners
Virginia
$71K -$1.37K -17 -2%
FFA
162
Founders Financial Alliance
North Carolina
$57K +$889 +11 +2%
CFD
163
Creative Financial Designs
Indiana
$53K -$243K -3,011 -82%
SMG
164
Spectrum Management Group
Indiana
$47K -$3.44M -42,629 -99%
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$42K
William Blair & Company
166
William Blair & Company
Illinois
$41K +$4.12K +51 +11%
ED
167
Exane Derivatives
France
$37.7K +$3.47K +43 +10%
PFA
168
Professional Financial Advisors
Nebraska
$31K +$31.9K +395 New
SLWA
169
San Luis Wealth Advisors
California
$30K +$30.7K +380 New
Franklin Resources
170
Franklin Resources
California
$29K
IFAM
171
Institutional & Family Asset Management
Colorado
$29K
PA
172
Parallel Advisors
California
$29K
EWA
173
EverSource Wealth Advisors
Alabama
$28K -$156K -1,927 -85%
RA
174
Rise Advisors
New York
$26K
APA
175
American Portfolios Advisors
New York
$24.2K -$212K -2,619 -90%

IXG Hedge Fund Activity: Q1 2022 in Review

217 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q1 2022, worth a combined $663M — down 72% from $2.37B a quarter earlier.

Sellers outnumbered buyers: 113 funds closed out of IXG and 29 opened new positions — a net loss of 84 holders — while 123 trimmed existing stakes and 40 added.

The largest buyer was Jane Street, adding an estimated $37.9M. The largest seller was Envestnet Asset Management, cutting an estimated $612M.

  • 217 institutional investors held iShares Global Financials ETF (IXG) as of Q1 2022, down from 307 in Q4 2021.
  • Funds reported $663M of iShares Global Financials ETF stock for Q1 2022, down 72% quarter-over-quarter.
  • 29 funds opened new iShares Global Financials ETF positions in Q1 2022 and 113 closed out, a net change of -84 holders.
  • The largest iShares Global Financials ETF buyer in Q1 2022 was Jane Street, an estimated $37.9M added.
  • The largest iShares Global Financials ETF seller in Q1 2022 was Envestnet Asset Management, an estimated $612M sold.

Based on aggregated 13F filings for Q1 2022.