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iShares Global Financials ETF
IXG

Overview Fund Activity

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.

Holders
71
Holders Change
+5
Holders Change %
+7.58%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
28
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$30.1M
2
Wells Fargo
2
Wells Fargo
California
$25.1M
3
Fidelity International
3
Fidelity International
Bermuda
$13.9M
4
CIM
4
Cambria Investment Management
California
$4.24M
5
GT
5
Greenleaf Trust
Michigan
$3.75M

Top Sellers

1
PWPCM
1
Perella Weinberg Partners Capital Management
New York
$0
2
Fifth Third Bancorp
2
Fifth Third Bancorp
Ohio
$5.32M
3
PAMU
3
Pictet Asset Management (UK)
United Kingdom
$938K
4
Jane Street
4
Jane Street
New York
$1.9M
5
CA
5
Cetera Advisors
Colorado
$1.09M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$30.1M 476,154 +208,212 +78%
Wells Fargo
2
Wells Fargo
California
$25.1M 397,420 +171,493 +76%
AllianceBernstein
3
AllianceBernstein
Tennessee
$16.4M 260,003 – –
Fidelity International
4
Fidelity International
Bermuda
$13.9M 220,656 +94,803 +75%
Lazard Asset Management
5
Lazard Asset Management
New York
$13.8M 218,885 +6,710 +3%
Bank of America
6
Bank of America
North Carolina
$12M 190,659 +32,424 +20%
RJA
7
Raymond James & Associates
Florida
$9.28M 146,892 +5,636 +4%
WSTAM
8
Wilbanks Smith & Thomas Asset Management
Virginia
$6.13M 97,032 +17,523 +22%
NR
9
Newfound Research
Massachusetts
$5.75M 91,093 +3,628 +4%
Fifth Third Bancorp
10
Fifth Third Bancorp
Ohio
$5.32M 84,282 -59,585 -41%
ACM
11
Aviance Capital Management
Florida
$4.46M 70,565 -7,452 -10%
CIM
12
Cambria Investment Management
California
$4.24M 67,153 +67,153 New
GT
13
Greenleaf Trust
Michigan
$3.75M 59,428 +59,428 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$3.09M 48,973 +13,737 +39%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$3M 47,449 +4,390 +10%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.7M 42,695 +9,815 +30%
UBS Group
17
UBS Group
Switzerland
$2.36M 37,325 +1,241 +3%
MWM
18
Merriman Wealth Management
Washington
$2.35M 37,200 – –
Jane Street
19
Jane Street
New York
$1.9M 30,036 -21,413 -42%
Mirae Asset Global Investments
20
Mirae Asset Global Investments
South Korea
$1.89M 29,900 +29,900 New
Nomura Asset Management
21
Nomura Asset Management
Japan
$1.71M 27,100 +500 +2%
PWM
22
Perigon Wealth Management
California
$1.62M 25,692 -443 -2%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$1.44M 22,827 +1,595 +8%
IPC
24
Independent Portfolio Consultants
Florida
$1.38M 21,919 -9,391 -30%
WI
25
WrapManager Inc
California
$1.34M 21,282 -671 -3%
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