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iShares Global Financials ETF
IXG

Overview Fund Activity

124 hedge funds and large institutions have $180M invested in iShares Global Financials ETF in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 16 increasing their positions, 48 reducing their positions, and 7 closing their positions.

Holders
124
Holders Change
+12
Holders Change %
+10.71%
% of All Funds
1.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
16
Reduced
48
Closed
7
Calls
$8K
Puts
–
Net Calls
+$8K
Net Calls Change
-$372K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$59.5M
2
LWL
2
Leo Wealth LLC
Texas
$7.15M
3
MD
3
Money Design
Japan
$4.84M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.54M
5
Ameriprise
5
Ameriprise
Minnesota
$2.13M

Top Sellers

1
Jane Street
1
Jane Street
New York
$8.14M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$94.2K
3
SWM
3
Spire Wealth Management
Virginia
$502K
4
CWM
4
Centurion Wealth Management
Virginia
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.98M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$59.5M 757,376 +378,395 +100%
PF
2
Phoenix Financial
Israel
$32.4M 366,476 – –
Bank of America
3
Bank of America
North Carolina
$14.2M 180,246 +3,713 +2%
Jane Street
4
Jane Street
New York
$8.14M 103,623 -191,313 -65%
LWL
5
Leo Wealth LLC
Texas
$7.15M 88,440 +88,440 New
SL
6
Salomon & Ludwin
Virginia
$5.83M 82,779 – –
RBA
7
Richard Bernstein Advisors
New York
$5.03M 64,028 -2,463 -4%
MD
8
Money Design
Japan
$4.84M 61,559 +61,559 New
AIC
9
Ayalon Insurance Company
Israel
$3.93M 50,033 – –
AWA
10
Arete Wealth Advisors
Illinois
$2.83M 36,007 +1,067 +3%
LPL Financial
11
LPL Financial
California
$2.52M 32,082 -2,323 -7%
Ameriprise
12
Ameriprise
Minnesota
$2.13M 27,064 +13,033 +93%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.98M 25,182 -20,086 -44%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.91M 24,327 -972 -4%
M&T Bank
15
M&T Bank
New York
$1.91M 24,300 – –
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.72M 21,843 -5,315 -20%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.54M 19,608 +19,608 New
UBS Group
18
UBS Group
Switzerland
$1.51M 19,203 +2,189 +13%
SC
19
Scotia Capital
Ontario, Canada
$1.4M 17,780 -1,983 -10%
ST
20
Sentinel Trust
Texas
$1.24M 15,800 – –
WSTAM
21
Wilbanks Smith & Thomas Asset Management
Virginia
$930K 11,832 +11,832 New
IPAM
22
ICICI Prudential Asset Management
India
$712K 9,060 -15,254 -63%
Qube Research & Technologies (QRT)
23
Qube Research & Technologies (QRT)
United Kingdom
$707K 8,997 -3,020 -25%
Wells Fargo
24
Wells Fargo
California
$696K 8,861 -14,702 -62%
SCA
25
Snowden Capital Advisors
New York
$679K 8,644 -490 -5%
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