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iShares Global Financials ETF
IXG

Overview Fund Activity

65 hedge funds and large institutions have $179M invested in iShares Global Financials ETF in 2019 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 8 increasing their positions, 27 reducing their positions, and 9 closing their positions.

Holders
65
Holders Change
-1
Holders Change %
-1.52%
% of All Funds
1.43%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
8
Reduced
27
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VF
1
Virtu Financial
New York
$1.9M
2
PAS
2
Park Avenue Securities
New York
$420K
3
Goldman Sachs
3
Goldman Sachs
New York
$247K
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$212K
5
AWA
5
Arete Wealth Advisors
Illinois
$1.22M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$14.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$8.74M
3
Jane Street
3
Jane Street
New York
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$429K
5
NR
5
Newfound Research
Massachusetts
$3.46M
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$124M 1,596,635 – –
Fidelity International
2
Fidelity International
Bermuda
$14.5M 226,600 -481,119 -68%
Morgan Stanley
3
Morgan Stanley
New York
$8.74M 136,467 -143,031 -51%
Bank of America
4
Bank of America
North Carolina
$4.67M 72,963 -6,411 -8%
NR
5
Newfound Research
Massachusetts
$3.46M 54,023 -36,011 -40%
AIC
6
Ayalon Insurance Company
Israel
$3.13M 49,750 -420 -0.8%
VF
7
Virtu Financial
New York
$1.9M 29,714 +9,952 +50%
UBS Group
8
UBS Group
Switzerland
$1.81M 28,229 -19,774 -41%
LPL Financial
9
LPL Financial
California
$1.49M 23,276 -968 -4%
Fisher Asset Management
10
Fisher Asset Management
Washington
$1.46M 22,710 – –
SC
11
Slow Capital
California
$1.42M 22,162 +327 +1%
AWA
12
Arete Wealth Advisors
Illinois
$1.22M 19,081 +1,624 +9%
KWA
13
KCS Wealth Advisory
California
$1.09M 17,041 +851 +5%
Ameriprise
14
Ameriprise
Minnesota
$821K 12,818 -678 -5%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$795K 12,407 -219 -2%
Fifth Third Bancorp
16
Fifth Third Bancorp
Ohio
$693K 10,818 – –
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$674K 10,526 -3,068 -23%
Nomura Asset Management
18
Nomura Asset Management
Japan
$474K 7,400 -800 -10%
QCMC
19
Quantum Capital Management (California)
California
$436K 6,810 -33 -0.5%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$429K 6,698 -39,126 -85%
PAS
21
Park Avenue Securities
New York
$420K 6,556 +6,556 New
SPIA
22
Steward Partners Investment Advisory
New York
$408K 6,373 +1,107 +21%
TFF
23
The Family Firm
Maryland
$393K 6,128 -310 -5%
HIC
24
Holderness Investments Company
North Carolina
$383K 5,982 -57 -0.9%
CIBC World Market
25
CIBC World Market
Ontario, Canada
$377K 5,882 +396 +7%
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