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iShares Global Financials ETF
IXG

171 hedge funds and large institutions have $424M invested in iShares Global Financials ETF in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 25 increasing their positions, 93 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.43% less ownership

Funds ownership: 58.43% → 54.01% (-4.4%)

21% less funds holding

Funds holding: 217 → 171 (-46)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

36% less capital invested

Capital invested by funds: $663M → $424M (-$239M)

68% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 65

73% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 93

Holders
171
Holders Change
-46
Holders Change %
-21.2%
% of All Funds
2.88%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
21
Increased
25
Reduced
93
Closed
65
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$10.8M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$4.77M
3
GCA
Greenwood Capital Associates
South Carolina
+$2.86M
4
Bank of America
Bank of America
North Carolina
+$2.59M
5
CI
CX Institutional
Indiana
+$1.77M

Top Sellers

Rank Fund Capital Flow
1
D
Diversified
Delaware
-$23.9M
2
Jane Street
Jane Street
New York
-$17.8M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$10M
4
HSBC Holdings
HSBC Holdings
United Kingdom
-$9.85M
5
Ameriprise
Ameriprise
Minnesota
-$7.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
5L
176
55I LLC
Massachusetts
– -$2.54M -31,914 Closed
HA
177
HYA Advisors
Missouri
– -$2.47M -31,035 Closed
AWM
178
AE Wealth Management
Kansas
– -$2.02M -25,389 Closed
MCM
179
Maryland Capital Management
Maryland
– -$1.87M -23,509 Closed
AWS
180
Atria Wealth Solutions
New York
– -$1.21M -15,223 Closed
Fidelity International
181
Fidelity International
Bermuda
– -$1.02M -12,621 Closed
MPW
182
MA Private Wealth
California
– -$995K -12,521 Closed
PWM
183
Perigon Wealth Management
California
– -$938K -11,807 Closed
PAMS
184
Pictet Asset Management (Switzerland)
Switzerland
– -$882K -11,100 Closed
SWP
185
ShoreHaven Wealth Partners
New Jersey
– -$848K -10,685 Closed
PAMG
186
Patton Albertson Miller Group
Tennessee
– -$821K -10,339 Closed
MCIA
187
Mountain Capital Investment Advisors
Colorado
– -$771K -9,856 Closed
RA
188
RFG Advisory
Alabama
– -$771K -9,705 Closed
DE
189
Day & Ennis
Georgia
– -$744K -9,359 Closed
Northern Trust
190
Northern Trust
Illinois
– -$649K -8,174 Closed
AWM
191
Alterna Wealth Management
Texas
– -$600K -7,546 Closed
MSWMA
192
Market Street Wealth Management Advisors
Indiana
– -$492K -6,186 Closed
Lido Advisors
193
Lido Advisors
California
– -$420K -5,296 Closed
WF
194
Williams Financial
Vermont
– -$396K -4,974 Closed
CAG
195
Csenge Advisory Group
Florida
– -$373K -4,700 Closed
IA
196
IFG Advisory
Georgia
– -$368K -4,642 Closed
WP
197
WealthSource Partners
California
– -$365K -4,600 Closed
CFA
198
Cahill Financial Advisors
Minnesota
– -$354K -4,461 Closed
MCM
199
Moore Capital Management
New York
– -$354K -4,450 Closed
AAS
200
Avantax Advisory Services
Texas
– -$353K -4,445 Closed
6 7
8
9 10

IXG Hedge Fund Activity: Q2 2022 in Review

171 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q2 2022, worth a combined $424M — down 36% from $663M a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of IXG and 21 opened new positions — a net loss of 44 holders — while 93 trimmed existing stakes and 25 added.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $10.8M. The largest seller was Diversified, exiting entirely with an estimated $23.9M sold.

  • 171 institutional investors held iShares Global Financials ETF (IXG) as of Q2 2022, down from 217 in Q1 2022.
  • Funds reported $424M of iShares Global Financials ETF stock for Q2 2022, down 36% quarter-over-quarter.
  • 21 funds opened new iShares Global Financials ETF positions in Q2 2022 and 65 closed out, a net change of -44 holders.
  • The largest iShares Global Financials ETF buyer in Q2 2022 was Goldman Sachs, an estimated $10.8M added.
  • The largest iShares Global Financials ETF seller in Q2 2022 was Diversified, an estimated $23.9M sold.

Based on aggregated 13F filings for Q2 2022.