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iShares Global Financials ETF
IXG

247 hedge funds and large institutions have $2.79B invested in iShares Global Financials ETF in 2021 Q2 according to their latest regulatory filings, with 186 funds opening new positions, 36 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,620% more first-time investments, than exits

New positions opened: 186 | Existing positions closed: 5

919% more capital invested

Capital invested by funds: $274M → $2.79B (+$2.52B)

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

274% more funds holding

Funds holding: 66 → 247 (+181)

260% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 10

35.78% more ownership

Funds ownership: 56.44% → 92.23% (+36%)

Holders
247
Holders Change
+181
Holders Change %
+274.24%
% of All Funds
4.3%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.07%
New
186
Increased
36
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$883M
2
Bank of America
Bank of America
North Carolina
+$222M
3
LPL Financial
LPL Financial
California
+$147M
4
Morgan Stanley
Morgan Stanley
New York
+$127M
5
BlackRock
BlackRock
New York
+$122M

Top Sellers

Rank Fund Capital Flow
1
PAMU
Pictet Asset Management (UK)
United Kingdom
-$2.12M
2
Jane Street
Jane Street
New York
-$1.81M
3
S
Schroders
United Kingdom
-$1.5M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$385K
5
AIC
Ayalon Insurance Company
Israel
-$223K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
176
Northwestern Mutual Wealth Management
Wisconsin
$358K +$359K +4,607 New
SG
177
StoneX Group
New York
$357K +$359K +4,600 New
VC
178
Veracity Capital
Georgia
$348K +$350K +4,484 New
SP
179
Successful Portfolios
Florida
$330K +$331K +4,249 New
CAPTRUST Financial Advisors
180
CAPTRUST Financial Advisors
North Carolina
$329K +$330K +4,233 New
WWM
181
Western Wealth Management
Colorado
$327K +$328K +4,205 New
GFPC
182
Global Financial Private Client
Florida
$325K +$325K +4,169 New
FHC
183
First Heartland Consultants
Missouri
$299K +$300K +3,848 New
IF
184
Intrua Financial
Texas
$295K +$284K +3,644 New
CFD
185
Creative Financial Designs
Indiana
$289K +$291K +3,727 New
VAS
186
Vestmark Advisory Solutions
Massachusetts
$283K +$284K +3,647 New
OPS
187
Orion Portfolio Solutions
Nebraska
$282K +$284K +3,637 New
MGWM
188
Marks Group Wealth Management
Minnesota
$277K +$281K +3,608 New
FCA
189
FLC Capital Advisors
California
$271K +$272K +3,486 New
Rockefeller Capital Management
190
Rockefeller Capital Management
New York
$267K +$269K +3,444 New
BFA
191
Beacon Financial Advisory
Ohio
$266K +$267K +3,425 New
DAS
192
Dynamic Advisor Solutions
Arizona
$263K +$265K +3,394 New
QPWM
193
Quadrant Private Wealth Management
Pennsylvania
$253K +$254K +3,259 New
OFG
194
OmniStar Financial Group
North Carolina
$250K +$252K +3,226 New
TA
195
TrueWealth Advisors
Alabama
$238K +$239K +3,069 New
VWA
196
V Wealth Advisors
Kansas
$237K +$238K +3,049 New
BFA
197
Beaumont Financial Advisors
Massachusetts
$237K +$238K +3,057 New
UCFA
198
United Capital Financial Advisors
Texas
$233K +$14.3K +184 +7%
BCV
199
Banque Cantonale Vaudoise
Switzerland
$232K -$51.9K -665 -18%
KA
200
Kovack Advisors
Florida
$232K +$233K +2,993 New
6 7
8
9 10

IXG Hedge Fund Activity: Q2 2021 in Review

247 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q2 2021, worth a combined $2.79B — up 919% from $274M a quarter earlier.

Buyers outnumbered sellers: 186 funds opened new IXG positions and 5 closed out — a net gain of 181 holders — while 36 added to existing stakes and 10 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $883M. The largest seller was Pictet Asset Management (UK), cutting an estimated $2.12M.

  • 247 institutional investors held iShares Global Financials ETF (IXG) as of Q2 2021, up from 66 in Q1 2021.
  • Funds reported $2.79B of iShares Global Financials ETF stock for Q2 2021, up 919% quarter-over-quarter.
  • 186 funds opened new iShares Global Financials ETF positions in Q2 2021 and 5 closed out, a net change of +181 holders.
  • The largest iShares Global Financials ETF buyer in Q2 2021 was Envestnet Asset Management, an estimated $883M added.
  • The largest iShares Global Financials ETF seller in Q2 2021 was Pictet Asset Management (UK), an estimated $2.12M sold.

Based on aggregated 13F filings for Q2 2021.