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iShares Global Financials ETF
IXG

Overview Fund Activity

66 hedge funds and large institutions have $153M invested in iShares Global Financials ETF in 2017 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 16 increasing their positions, 21 reducing their positions, and 6 closing their positions.

Holders
66
Holders Change
+9
Holders Change %
+15.79%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
16
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
1
Aviance Capital Management
Florida
$4.75M
2
Wells Fargo
2
Wells Fargo
California
$13.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$16.3M
4
Bank of America
4
Bank of America
North Carolina
$9.64M
5
IPC
5
Independent Portfolio Consultants
Florida
$1.91M

Top Sellers

1
ACI
1
AMP Capital Investors
Australia
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$15.8M
4
NR
4
Newfound Research
Massachusetts
$5.33M
5
WSTAM
5
Wilbanks Smith & Thomas Asset Management
Virginia
$4.84M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$16.3M 267,942 +45,090 +20%
AllianceBernstein
2
AllianceBernstein
Tennessee
$15.8M 260,003 -70,877 -21%
Wells Fargo
3
Wells Fargo
California
$13.8M 225,927 +69,552 +44%
Lazard Asset Management
4
Lazard Asset Management
New York
$12.9M 212,175 -6,275 -3%
Bank of America
5
Bank of America
North Carolina
$9.64M 158,235 +32,635 +26%
Fifth Third Bancorp
6
Fifth Third Bancorp
Ohio
$8.76M 143,867 -6,169 -4%
RJA
7
Raymond James & Associates
Florida
$8.6M 141,256 +1,905 +1%
Fidelity International
8
Fidelity International
Bermuda
$7.71M 125,853 +28,447 +29%
PWPCM
9
Perella Weinberg Partners Capital Management
New York
$5.84M 95,882 +16,300 +20%
NR
10
Newfound Research
Massachusetts
$5.33M 87,465 -61,869 -41%
WSTAM
11
Wilbanks Smith & Thomas Asset Management
Virginia
$4.84M 79,509 -12,866 -14%
ACM
12
Aviance Capital Management
Florida
$4.75M 78,017 +78,017 New
PAMU
13
Pictet Asset Management (UK)
United Kingdom
$3.21M 52,760 +19,485 +59%
Jane Street
14
Jane Street
New York
$3.13M 51,449 +7,559 +17%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$2.62M 43,059 -284 -0.7%
MWM
16
Merriman Wealth Management
Washington
$2.27M 37,200 – –
UBS Group
17
UBS Group
Switzerland
$2.2M 36,084 -402 -1%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.15M 35,236 +5,935 +20%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2M 32,880 +4,526 +16%
IPC
20
Independent Portfolio Consultants
Florida
$1.91M 31,310 +31,310 New
CA
21
Cetera Advisors
Colorado
$1.73M 28,300 +5,800 +26%
Nomura Asset Management
22
Nomura Asset Management
Japan
$1.62M 26,600 +23,700 +817%
PWM
23
Perigon Wealth Management
California
$1.59M 26,135 -156 -0.6%
WI
24
WrapManager Inc
California
$1.34M 21,953 -10,616 -33%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$1.29M 21,232 +3,153 +17%
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