iShares Global Financials ETF
IXG
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.
171% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 7
23% more capital invested
Capital invested by funds: $147M → $180M (+$33.3M)
11% more funds holding
Funds holding: 112 → 124 (+12)
3.67% more ownership
Funds ownership: 36.63% → 40.3% (+3.7%)
67% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 48
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$27.6M |
| 2 |
MD
Money Design
Tokyo,
Japan
|
+$4.49M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.43M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$951K |
| 5 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
+$864K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$14M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$3.5M |
| 3 |
CWM
Centurion Wealth Management
Mclean,
Virginia
|
-$2.96M |
| 4 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
-$2.88M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.47M |
IXG Hedge Fund Activity: Q4 2023 in Review
124 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q4 2023, worth a combined $180M — up 23% from $147M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new IXG positions and 7 closed out — a net gain of 12 holders — while 16 added to existing stakes and 48 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $27.6M. The largest seller was Jane Street, cutting an estimated $14M.
- 124 institutional investors held iShares Global Financials ETF (IXG) as of Q4 2023, up from 112 in Q3 2023.
- Funds reported $180M of iShares Global Financials ETF stock for Q4 2023, up 23% quarter-over-quarter.
- 19 funds opened new iShares Global Financials ETF positions in Q4 2023 and 7 closed out, a net change of +12 holders.
- The largest iShares Global Financials ETF buyer in Q4 2023 was Morgan Stanley, an estimated $27.6M added.
- The largest iShares Global Financials ETF seller in Q4 2023 was Jane Street, an estimated $14M sold.
Based on aggregated 13F filings for Q4 2023.