We are live on ! Find out more
IXG icon

iShares Global Financials ETF
IXG

139 hedge funds and large institutions have $1.67B invested in iShares Global Financials ETF in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 24 increasing their positions, 57 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

363% more capital invested

Capital invested by funds: $362M → $1.67B (+$1.31B)

4% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 28

3% less funds holding

Funds holding: 143 → 139 (-4)

20.94% less ownership

Funds ownership: 53.61% → 32.67% (-21%)

58% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 57

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
139
Holders Change
-4
Holders Change %
-2.8%
% of All Funds
2.23%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
27
Increased
24
Reduced
57
Closed
28
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
+$22.6M
2
CIM
Cambria Investment Management
California
+$13M
3
Jane Street
Jane Street
New York
+$11.2M
4
BFA
BMS Financial Advisors
South Dakota
+$1.4M
5
Chevy Chase Trust
Chevy Chase Trust
Maryland
+$1.29M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$153M
2
RBA
Richard Bernstein Advisors
New York
-$86.8M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$11.8M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$8.47M
5
OWA
Outlook Wealth Advisors
Texas
-$5.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
151
Venturi Wealth Management
Texas
– -$301K -4,903 Closed
MA
152
Mutual Advisors
Nebraska
– -$255K -4,162 Closed
Bank of New York Mellon
153
Bank of New York Mellon
New York
– -$254K -4,141 Closed
FA
154
FDx Advisors
Illinois
– -$221K -3,611 Closed
ICP
155
Interchange Capital Partners
Pennsylvania
– -$221K -3,610 Closed
MAG
156
Mayfair Advisory Group
Alabama
– -$203K -3,239 Closed
WWM
157
Wolff Wiese Magana
California
– -$96K -1,566 Closed
FHA
158
First Horizon Advisors
Tennessee
– -$11K -184 Closed
IFAM
159
Institutional & Family Asset Management
Colorado
– -$10K -169 Closed
OPW
160
Oxler Private Wealth
New York
– -$9.35K -152 Closed
S
161
SignatureFD
Georgia
– -$6K -102 Closed
CSWG
162
Cardinal Strategic Wealth Guidance
Kentucky
– -$3K -50 Closed
SWM
163
Selective Wealth Management
Virginia
– -$2K -34 Closed
BL
164
Balentine LLC
Georgia
– -$2K -32 Closed
ACM
165
Absolute Capital Management
Pennsylvania
– -$1.48K -24 Closed
GFPC
166
Global Financial Private Client
Florida
– -$126 -2 Closed
3 4 5 6
7

IXG Hedge Fund Activity: Q4 2022 in Review

139 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q4 2022, worth a combined $1.67B — up 363% from $362M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of IXG and 27 opened new positions — a net loss of 1 holder — while 57 trimmed existing stakes and 24 added.

The largest buyer was Banco Bilbao Vizcaya Argentaria, opening a new position worth an estimated $22.6M. The largest seller was Bank of America, cutting an estimated $153M.

  • 139 institutional investors held iShares Global Financials ETF (IXG) as of Q4 2022, down from 143 in Q3 2022.
  • Funds reported $1.67B of iShares Global Financials ETF stock for Q4 2022, up 363% quarter-over-quarter.
  • 27 funds opened new iShares Global Financials ETF positions in Q4 2022 and 28 closed out, a net change of -1 holder.
  • The largest iShares Global Financials ETF buyer in Q4 2022 was Banco Bilbao Vizcaya Argentaria, an estimated $22.6M added.
  • The largest iShares Global Financials ETF seller in Q4 2022 was Bank of America, an estimated $153M sold.

Based on aggregated 13F filings for Q4 2022.