iShares Global Financials ETF
IXG
93 hedge funds and large institutions have $224M invested in iShares Global Financials ETF in 2017 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 35 increasing their positions, 15 reducing their positions, and 10 closing their positions.
170% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 10
133% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 15
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
21% more funds holding
Funds holding: 77 → 93 (+16)
21% more capital invested
Capital invested by funds: $185M → $224M (+$38.1M)
0.15% more ownership
Funds ownership: 40.59% → 40.74% (+0.15%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.79M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$3.5M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$3.06M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$2.83M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
-$7.16M |
| 2 |
SG Americas Securities
New York
|
-$6.2M |
| 3 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$3.25M |
| 4 |
Jane Street
New York
|
-$1.78M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$1.41M |
IXG Hedge Fund Activity: Q4 2017 in Review
93 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q4 2017, worth a combined $224M — up 21% from $185M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new IXG positions and 10 closed out — a net gain of 17 holders — while 35 added to existing stakes and 15 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $3.79M. The largest seller was Wilbanks Smith & Thomas Asset Management, exiting entirely with an estimated $7.16M sold.
- 93 institutional investors held iShares Global Financials ETF (IXG) as of Q4 2017, up from 77 in Q3 2017.
- Funds reported $224M of iShares Global Financials ETF stock for Q4 2017, up 21% quarter-over-quarter.
- 27 funds opened new iShares Global Financials ETF positions in Q4 2017 and 10 closed out, a net change of +17 holders.
- The largest iShares Global Financials ETF buyer in Q4 2017 was Morgan Stanley, an estimated $3.79M added.
- The largest iShares Global Financials ETF seller in Q4 2017 was Wilbanks Smith & Thomas Asset Management, an estimated $7.16M sold.
Based on aggregated 13F filings for Q4 2017.