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iShares Global Financials ETF
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Overview Fund Activity

143 hedge funds and large institutions have $362M invested in iShares Global Financials ETF in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 64 reducing their positions, and 33 closing their positions.

Holders
143
Holders Change
-28
Holders Change %
-16.37%
% of All Funds
2.47%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
8
Increased
34
Reduced
64
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RBA
1
Richard Bernstein Advisors
New York
$77.9M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$10.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$23.7M
4
Bank of America
4
Bank of America
North Carolina
$147M
5
OMC
5
Old Mission Capital
Illinois
$2.46M

Top Sellers

1
Jane Street
1
Jane Street
New York
$2.94M
2
Goldman Sachs
2
Goldman Sachs
New York
$0
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$47K
4
AWM
4
Avaii Wealth Management
Wisconsin
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$860K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$147M 2,397,166 +36,752 +2%
RBA
2
Richard Bernstein Advisors
New York
$77.9M 1,271,309 +49,358 +4%
Morgan Stanley
3
Morgan Stanley
New York
$23.7M 387,159 +39,171 +11%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$12.2M 198,972 +11,428 +6%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$10.3M 168,240 +45,942 +38%
OWA
6
Outlook Wealth Advisors
Texas
$5.44M 88,769 +4,441 +5%
LPL Financial
7
LPL Financial
California
$4.5M 73,377 -11,315 -13%
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$4.31M 70,367 -6,329 -8%
SL
9
Salomon & Ludwin
Virginia
$4.06M 66,234 +348 +0.5%
GCA
10
Greenwood Capital Associates
South Carolina
$4.02M 65,575 +25,864 +65%
UBS Group
11
UBS Group
Switzerland
$3.29M 53,690 -5,530 -9%
AIC
12
Ayalon Insurance Company
Israel
$3.07M 50,033 – –
Wells Fargo
13
Wells Fargo
California
$3.05M 49,721 -11,484 -19%
IPAM
14
ICICI Prudential Asset Management
India
$2.98M 48,637 +24,363 +100%
Jane Street
15
Jane Street
New York
$2.94M 47,906 -203,160 -81%
DZ Bank
16
DZ Bank
Germany
$2.64M 43,076 – –
OMC
17
Old Mission Capital
Illinois
$2.46M 40,091 +29,235 +269%
Osaic Holdings
18
Osaic Holdings
Arizona
$2.35M 38,249 -14,501 -27%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$2.07M 33,706 -22,327 -40%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$1.96M 31,930 +2,658 +9%
ST
21
Sentinel Trust
Texas
$1.91M 31,100 – –
MIA
22
MMBG Investment Advisors
Florida
$1.66M 27,000 +13,500 +100%
M&T Bank
23
M&T Bank
New York
$1.49M 24,300 – –
SWM
24
Spire Wealth Management
Virginia
$1.48M 24,183 -17,825 -42%
T
25
TCWP
Ohio
$1.42M 23,134 -1,400 -6%
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