iShares Global Financials ETF
IXG
86 hedge funds and large institutions have $254M invested in iShares Global Financials ETF in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 37 increasing their positions, 15 reducing their positions, and 14 closing their positions.
147% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 15
14% more capital invested
Capital invested by funds: $224M → $254M (+$30.9M)
0.74% less ownership
Funds ownership: 40.74% → 40% (-0.74%)
8% less funds holding
Funds holding: 93 → 86 (-7)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
50% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bessemer Group
Woodbridge,
New Jersey
|
+$19.8M |
| 2 |
Jane Street
New York
|
+$11.5M |
| 3 |
Morgan Stanley
New York
|
+$10.3M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$7.83M |
| 5 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$5.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$15.3M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$10.2M |
| 3 |
SAM
Stringer Asset Management
Memphis,
Tennessee
|
-$5.54M |
| 4 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$2.7M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.66M |
IXG Hedge Fund Activity: Q1 2018 in Review
86 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q1 2018, worth a combined $254M — up 14% from $224M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of IXG and 7 opened new positions — a net loss of 7 holders — while 15 trimmed existing stakes and 37 added.
The largest buyer was Bessemer Group, adding an estimated $19.8M. The largest seller was AllianceBernstein, exiting entirely with an estimated $15.3M sold.
- 86 institutional investors held iShares Global Financials ETF (IXG) as of Q1 2018, down from 93 in Q4 2017.
- Funds reported $254M of iShares Global Financials ETF stock for Q1 2018, up 14% quarter-over-quarter.
- 7 funds opened new iShares Global Financials ETF positions in Q1 2018 and 14 closed out, a net change of -7 holders.
- The largest iShares Global Financials ETF buyer in Q1 2018 was Bessemer Group, an estimated $19.8M added.
- The largest iShares Global Financials ETF seller in Q1 2018 was AllianceBernstein, an estimated $15.3M sold.
Based on aggregated 13F filings for Q1 2018.