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iShares Global Financials ETF

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: 217171 (-46)

33% less funds holding in top 10

Funds holding in top 10: 32 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
SG
201
StoneX Group
New York
-$321K -4,044 Closed
WWM
202
Western Wealth Management
Colorado
-$312K -3,933 Closed
TFA
203
Teamwork Financial Advisors
Texas
-$301K -3,783 Closed
TI
204
Trexquant Investment
Connecticut
-$296K -3,729 Closed
BRWA
205
B. Riley Wealth Advisors
Florida
-$281K -3,534 Closed
MHB
206
Midwest Heritage Bank
Iowa
-$274K -3,454 Closed
SWA
207
Stratos Wealth Advisors
Ohio
-$250K -3,145 Closed
TSS
208
Two Sigma Securities
New York
-$232K -2,919 Closed
HGWM
209
Horst & Graben Wealth Management
Oregon
-$230K -2,891 Closed
D
210
Dentgroup
Louisiana
-$226K -2,844 Closed
CBFP
211
Cedar Brook Financial Partners
Ohio
-$223K -2,801 Closed
MLFP
212
MPS Loria Financial Planners
Illinois
-$221K -2,784 Closed
GF
213
Gries Financial
Ohio
-$220K -2,767 Closed
Creative Planning
214
Creative Planning
Kansas
-$216K -2,718 Closed
FAIM
215
Financial Advocates Investment Management
Washington
-$207K -2,603 Closed
FCA
216
FinTrust Capital Advisors
South Carolina
-$146K -1,834 Closed
CF
217
Centaurus Financial
California
-$116K -1,457 Closed
SMG
218
Spectrum Management Group
Indiana
-$47K -586 Closed
PFA
219
Professional Financial Advisors
Nebraska
-$31K -395 Closed
SLWA
220
San Luis Wealth Advisors
California
-$30K -380 Closed
TWM
221
Tradition Wealth Management
Minnesota
-$23K -284 Closed
Optiver Holding
222
Optiver Holding
Netherlands
-$16K -206 Closed
CIA
223
Choate Investment Advisors
Massachusetts
-$16K -205 Closed
IWP
224
IAG Wealth Partners
Wisconsin
-$11K -141 Closed
FMII
225
Farmers & Merchants Investments Inc
Nebraska
-$7K -87 Closed

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.