iShares Global Financials ETF
IXG
71 hedge funds and large institutions have $190M invested in iShares Global Financials ETF in 2017 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 17 reducing their positions, and 7 closing their positions.
183% more capital inflows, than outflows
Capital inflows: $47.6M | Capital outflows: $16.8M
71% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 7
65% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 17
8% more funds holding
Funds holding: 66 → 71 (+5)
5.4% more ownership
Funds ownership: 39.52% → 44.92% (+5.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$12.8M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$10.5M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
+$5.83M |
| 4 |
Cambria Investment Management
Manhattan Beach,
California
|
+$4.13M |
| 5 |
Greenleaf Trust
Kalamazoo,
Michigan
|
+$3.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Perella Weinberg Partners Capital Management
New York
|
-$5.84M |
| 2 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$3.66M |
| 3 |
Pictet Asset Management (UK)
London,
United Kingdom
|
-$2.3M |
| 4 |
Jane Street
New York
|
-$1.32M |
| 5 |
Cetera Advisors
Denver,
Colorado
|
-$681K |
IXG Hedge Fund Activity: Q2 2017 in Review
71 of the 4,023 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q2 2017, worth a combined $190M — up 24% from $153M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new IXG positions and 7 closed out — a net gain of 5 holders — while 28 added to existing stakes and 17 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $12.8M. The largest seller was Perella Weinberg Partners Capital Management, exiting entirely with an estimated $5.84M sold.
- 71 institutional investors held iShares Global Financials ETF (IXG) as of Q2 2017, up from 66 in Q1 2017.
- Funds reported $190M of iShares Global Financials ETF stock for Q2 2017, up 24% quarter-over-quarter.
- 12 funds opened new iShares Global Financials ETF positions in Q2 2017 and 7 closed out, a net change of +5 holders.
- The largest iShares Global Financials ETF buyer in Q2 2017 was Morgan Stanley, an estimated $12.8M added.
- The largest iShares Global Financials ETF seller in Q2 2017 was Perella Weinberg Partners Capital Management, an estimated $5.84M sold.
Based on aggregated 13F filings for Q2 2017.