iShares Global Financials ETF
IXG
61 hedge funds and large institutions have $199M invested in iShares Global Financials ETF in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 24 closing their positions.
54% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 13
22% less funds holding
Funds holding: 78 → 61 (-17)
31.43% less ownership
Funds ownership: 105.81% → 74.38% (-31%)
54% less capital inflows, than outflows
Capital inflows: $56.2M | Capital outflows: $122M
63% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 24
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$26.7M |
| 2 |
Jane Street
New York
|
+$7.07M |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
+$5.48M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$5.35M |
| 5 |
Salomon & Ludwin
Richmond,
Virginia
|
+$4.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$99.4M |
| 2 |
Newfound Research
Wellesley Hills,
Massachusetts
|
-$4.64M |
| 3 |
Aveo Capital Partners
Englewood,
Colorado
|
-$3.19M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
-$2.9M |
| 5 |
Pictet Asset Management (UK)
London,
United Kingdom
|
-$2.75M |
IXG Hedge Fund Activity: Q1 2020 in Review
61 of the 4,549 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q1 2020, worth a combined $199M — down 36% from $312M a quarter earlier.
Sellers outnumbered buyers: 24 funds closed out of IXG and 9 opened new positions — a net loss of 15 holders — while 13 trimmed existing stakes and 20 added.
The largest buyer was JP Morgan Chase, adding an estimated $26.7M. The largest seller was AssetMark Inc, cutting an estimated $99.4M.
- 61 institutional investors held iShares Global Financials ETF (IXG) as of Q1 2020, down from 78 in Q4 2019.
- Funds reported $199M of iShares Global Financials ETF stock for Q1 2020, down 36% quarter-over-quarter.
- 9 funds opened new iShares Global Financials ETF positions in Q1 2020 and 24 closed out, a net change of -15 holders.
- The largest iShares Global Financials ETF buyer in Q1 2020 was JP Morgan Chase, an estimated $26.7M added.
- The largest iShares Global Financials ETF seller in Q1 2020 was AssetMark Inc, an estimated $99.4M sold.
Based on aggregated 13F filings for Q1 2020.