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iShares Global Financials ETF
IXG

114 hedge funds and large institutions have $167M invested in iShares Global Financials ETF in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 45 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.24% more ownership

Funds ownership: 40.3% → 41.54% (+1.2%)

7% less capital invested

Capital invested by funds: $180M → $167M (-$13.2M)

8% less funds holding

Funds holding: 124 → 114 (-10)

41% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 17

60% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 45

Holders
114
Holders Change
-10
Holders Change %
-8.06%
% of All Funds
1.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
18
Reduced
45
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$4.81M
2
Citadel Advisors
Citadel Advisors
Florida
+$2.32M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$2.13M
4
AIC
Ayalon Insurance Company
Israel
+$676K
5
Cerity Partners
Cerity Partners
New York
+$673K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$30.5M
2
SC
Scotia Capital
Ontario, Canada
-$1.4M
3
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
-$930K
4
MD
Money Design
Japan
-$889K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$682K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$33.1M -$30.5M -375,306 -50%
PF
2
Phoenix Financial
Israel
$31.8M – – –
Bank of America
3
Bank of America
North Carolina
$15.6M -$35.1K -432 -0.2%
Jane Street
4
Jane Street
New York
$14.1M +$4.81M +59,255 +57%
LWL
5
Leo Wealth LLC
Texas
$8.06M +$390K +4,807 +5%
SL
6
Salomon & Ludwin
Virginia
$6.87M -$279K -3,431 -4%
RBA
7
Richard Bernstein Advisors
New York
$5.3M -$229K -2,815 -4%
AIC
8
Ayalon Insurance Company
Israel
$5.06M +$676K +8,322 +17%
MD
9
Money Design
Japan
$4.38M -$889K -10,952 -18%
AWA
10
Arete Wealth Advisors
Illinois
$3.12M +$3.9K +48 +0.1%
LPL Financial
11
LPL Financial
California
$2.55M -$211K -2,598 -8%
Citadel Advisors
12
Citadel Advisors
Florida
$2.48M +$2.32M +28,630 New
M&T Bank
13
M&T Bank
New York
$2.4M +$276K +3,404 +14%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$2.37M +$2.13M +26,198 +2,192%
Osaic Holdings
15
Osaic Holdings
Arizona
$2.06M -$119K -1,466 -6%
Ameriprise
16
Ameriprise
Minnesota
$2.04M -$283K -3,485 -13%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.81M -$74.2K -914 -4%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.8M -$286K -3,525 -14%
UBS Group
19
UBS Group
Switzerland
$1.55M -$109K -1,339 -7%
ST
20
Sentinel Trust
Texas
$1.37M – – –
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$972K -$682K -8,395 -43%
SCA
22
Snowden Capital Advisors
New York
$812K +$59.4K +731 +8%
Qube Research & Technologies (QRT)
23
Qube Research & Technologies (QRT)
United Kingdom
$778K -$1.14K -14 -0.2%
MIA
24
MMBG Investment Advisors
Florida
$743K – – –
MML Investors Services
25
MML Investors Services
Massachusetts
$743K +$34.8K +428 +5%
1
2 3 4 5

IXG Hedge Fund Activity: Q1 2024 in Review

114 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q1 2024, worth a combined $167M — down 7.3% from $180M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of IXG and 10 opened new positions — a net loss of 7 holders — while 45 trimmed existing stakes and 18 added.

The largest buyer was Jane Street, adding an estimated $4.81M. The largest seller was Morgan Stanley, cutting an estimated $30.5M.

  • 114 institutional investors held iShares Global Financials ETF (IXG) as of Q1 2024, down from 124 in Q4 2023.
  • Funds reported $167M of iShares Global Financials ETF stock for Q1 2024, down 7.3% quarter-over-quarter.
  • 10 funds opened new iShares Global Financials ETF positions in Q1 2024 and 17 closed out, a net change of -7 holders.
  • The largest iShares Global Financials ETF buyer in Q1 2024 was Jane Street, an estimated $4.81M added.
  • The largest iShares Global Financials ETF seller in Q1 2024 was Morgan Stanley, an estimated $30.5M sold.

Based on aggregated 13F filings for Q1 2024.