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iShares Global Financials ETF

49 hedge funds and large institutions have $176M invested in iShares Global Financials ETF in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 18 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.86% more ownership

Funds ownership: 56.82%58.68% (+1.9%)

5% more capital invested

Capital invested by funds: $168M → $176M (+$8.14M)

13% less funds holding

Funds holding: 5649 (-7)

46% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 13

56% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 18

Holders
49
Holders Change
-7
Holders Change %
-12.5%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
8
Reduced
18
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$124M
BlackRock
2
BlackRock
New York
$22.7M +$23.3M +428,130 New
Morgan Stanley
3
Morgan Stanley
New York
$9.52M +$1.69M +30,937 +21%
SL
4
Salomon & Ludwin
Virginia
$3.5M -$306K -5,622 -8%
AIC
5
Ayalon Insurance Company
Israel
$3.39M
AWA
6
Arete Wealth Advisors
Illinois
$1.4M +$66.9K +1,228 +5%
Bank of America
7
Bank of America
North Carolina
$1.2M -$15.4K -282 -1%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.15M -$218K -3,999 -16%
Fidelity International
9
Fidelity International
Bermuda
$1.09M -$8.87M -162,767 -89%
LPL Financial
10
LPL Financial
California
$949K -$44.6K -819 -4%
Ameriprise
11
Ameriprise
Minnesota
$913K +$436 +8 +0%
Fisher Asset Management
12
Fisher Asset Management
Washington
$775K
PAS
13
Park Avenue Securities
New York
$692K +$11.4K +210 +2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$597K -$43.3K -795 -7%
UBS Group
15
UBS Group
Switzerland
$526K +$436 +8 +0.1%
Goldman Sachs
16
Goldman Sachs
New York
$509K +$523K +9,609 New
Fifth Third Bancorp
17
Fifth Third Bancorp
Ohio
$462K
TFF
18
The Family Firm
Maryland
$449K -$218 -4 -0%
FDCDDQ
19
Federation des caisses Desjardins du Quebec
Quebec, Canada
$319K -$30.5K -560 -9%
QCMC
20
Quantum Capital Management (California)
California
$302K -$18.8K -345 -6%
CA
21
Cetera Advisors
Colorado
$276K -$756K -13,875 -73%
Wells Fargo
22
Wells Fargo
California
$266K -$4.63K -85 -2%
HIC
23
Holderness Investments Company
North Carolina
$220K -$2.67K -49 -1%
FRA
24
Front Row Advisors
California
$195K
Osaic Holdings
25
Osaic Holdings
Arizona
$178K +$6.81K +125 +4%