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iShares Global Financials ETF
IXG

Overview Fund Activity

58 hedge funds and large institutions have $88.4M invested in iShares Global Financials ETF in 2014 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 5 closing their positions.

Holders
58
Holders Change
+6
Holders Change %
+11.54%
% of All Funds
1.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
17
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$18.8M
2
UBS Group
2
UBS Group
Switzerland
$3.32M
3
HP
3
HT Partners
Connecticut
$3.12M
4
F
4
FolioMetrix
Nebraska
$2.63M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$8.44M

Top Sellers

1
SG Americas Securities
1
SG Americas Securities
New York
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$982K
3
AssetMark Inc
3
AssetMark Inc
California
$63K
4
Morgan Stanley
4
Morgan Stanley
New York
$4.76M
5
VKH
5
Virtu KCG Holdings
New York
$1.66M
Name Market Value Shares Shares
Change 		Shares
Change %
BFA
1
Beaumont Financial Advisors
Massachusetts
$18.8M 332,294 +97,106 +41%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$8.44M 149,448 +38,075 +34%
Bank of America
3
Bank of America
North Carolina
$7.86M 139,147 +4,310 +3%
Fifth Third Bancorp
4
Fifth Third Bancorp
Ohio
$5.82M 102,987 -6,082 -6%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.99M 88,360 +33,569 +61%
Morgan Stanley
6
Morgan Stanley
New York
$4.76M 84,216 -85,702 -50%
Jane Street
7
Jane Street
New York
$4.31M 76,263 +15,944 +26%
Wells Fargo
8
Wells Fargo
California
$3.36M 59,523 +8,607 +17%
UBS Group
9
UBS Group
Switzerland
$3.32M 58,871 +58,871 New
HP
10
HT Partners
Connecticut
$3.12M 55,266 +55,266 New
F
11
FolioMetrix
Nebraska
$2.63M 45,641 +45,641 New
BHB
12
Bank Hapoalim BM
Israel
$2.48M 44,000 +27,975 +175%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.03M 36,029 +36,029 New
CS
14
Credit Suisse
Switzerland
$2.03M 35,940 -5,523 -13%
LPL Financial
15
LPL Financial
California
$1.76M 31,161 +26,949 +640%
VKH
16
Virtu KCG Holdings
New York
$1.66M 29,311 -20,265 -41%
Goldman Sachs
17
Goldman Sachs
New York
$1.63M 28,842 +28,842 New
PI
18
Placemark Investments
Illinois
$1.26M 22,246 +4,590 +26%
BKBG
19
BHF Kleinwort Benson Group
Belgium
$1.24M 21,879 +3,037 +16%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$1.11M 19,590 +8,098 +70%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$982K 17,397 -95,571 -85%
11A
22
10-15 Associates
New York
$686K 12,155 -2,181 -15%
QCMC
23
Quantum Capital Management (California)
California
$549K 9,727 -393 -4%
AWA
24
Arete Wealth Advisors
Illinois
$503K 8,911 – –
UCFA
25
United Capital Financial Advisors
Texas
$444K 7,862 +787 +11%
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