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iShares Global Financials ETF
IXG

Overview Fund Activity

112 hedge funds and large institutions have $147M invested in iShares Global Financials ETF in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 40 reducing their positions, and 15 closing their positions.

Holders
112
Holders Change
-10
Holders Change %
-8.2%
% of All Funds
1.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
22
Reduced
40
Closed
15
Calls
$387K
Puts
$7K
Net Calls
+$380K
Net Calls Change
+$380K

Top Buyers

1
RBA
1
Richard Bernstein Advisors
New York
$4.68M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$3.59M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$3.19M
4
Bank of America
4
Bank of America
North Carolina
$12.4M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.78M

Top Sellers

1
Jane Street
1
Jane Street
New York
$20.8M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
UBS Group
3
UBS Group
Switzerland
$1.2M
4
IPAM
4
ICICI Prudential Asset Management
India
$1.71M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$26.7M 378,981 +2,694 +0.7%
PF
2
Phoenix Financial
Israel
$25.8M 366,476 – –
Jane Street
3
Jane Street
New York
$20.8M 294,936 -152,595 -34%
Bank of America
4
Bank of America
North Carolina
$12.4M 176,533 +16,521 +10%
SL
5
Salomon & Ludwin
Virginia
$5.83M 82,779 -192 -0.2%
RBA
6
Richard Bernstein Advisors
New York
$4.68M 66,491 +66,231 +25,473%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$3.59M 49,164 +49,051 +43,408%
AIC
8
Ayalon Insurance Company
Israel
$3.53M 50,033 – –
SWM
9
Spire Wealth Management
Virginia
$3.23M 45,892 +56 +0.1%
Osaic Holdings
10
Osaic Holdings
Arizona
$3.19M 45,268 +19,922 +79%
CWM
11
Centurion Wealth Management
Virginia
$2.96M 42,050 +252 +0.6%
AWA
12
Arete Wealth Advisors
Illinois
$2.46M 34,940 +1,457 +4%
LPL Financial
13
LPL Financial
California
$2.42M 34,405 +167 +0.5%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.91M 27,158 +4,488 +20%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.78M 25,299 +12,109 +92%
IPAM
16
ICICI Prudential Asset Management
India
$1.71M 24,314 -16,550 -41%
M&T Bank
17
M&T Bank
New York
$1.71M 24,300 – –
Wells Fargo
18
Wells Fargo
California
$1.66M 23,563 -1,471 -6%
SC
19
Scotia Capital
Ontario, Canada
$1.39M 19,763 +121 +0.6%
OMC
20
Old Mission Capital
Illinois
$1.26M 17,852 -9,373 -34%
UBS Group
21
UBS Group
Switzerland
$1.2M 17,014 -19,327 -53%
ST
22
Sentinel Trust
Texas
$1.11M 15,800 – –
Ameriprise
23
Ameriprise
Minnesota
$988K 14,031 -174 -1%
Qube Research & Technologies (QRT)
24
Qube Research & Technologies (QRT)
United Kingdom
$847K 12,017 +10,137 +539%
SCA
25
Snowden Capital Advisors
New York
$643K 9,134 -526 -5%
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