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iShares Global Financials ETF

127 hedge funds and large institutions have $167M invested in iShares Global Financials ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 27 increasing their positions, 38 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 3

12% more funds holding

Funds holding: 113127 (+14)

9% more capital invested

Capital invested by funds: $153M → $167M (+$13.9M)

5.41% less ownership

Funds ownership: 44.07%38.65% (-5.4%)

29% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 38

Holders
127
Holders Change
+14
Holders Change %
+12.39%
% of All Funds
1.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
27
Reduced
38
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$36.2M +$97.7K +1,002 +0.3%
Pictet Asset Management
2
Pictet Asset Management
Switzerland
$25.8M +$1.49M +15,300 +6%
Bank of America
3
Bank of America
North Carolina
$19.3M -$349K -3,582 -2%
CIM
4
Cambria Investment Management
California
$8.67M -$690K -7,072 -7%
AIC
5
Ayalon Insurance Company
Israel
$5.41M
RBA
6
Richard Bernstein Advisors
New York
$5.24M -$63.3K -649 -1%
SL
7
Salomon & Ludwin
Virginia
$5.15M -$414K -4,243 -7%
BS
8
Banco Santander
Spain
$4.55M +$4.61M +47,328 New
AWA
9
Arete Wealth Advisors
Illinois
$3.59M +$767K +7,870 +27%
CAM
10
Cresset Asset Management
Illinois
$3.05M -$1.76M -18,081 -36%
LPL Financial
11
LPL Financial
California
$2.83M +$343K +3,513 +14%
MD
12
Money Design
Japan
$2.79M -$647K -6,633 -19%
Jane Street
13
Jane Street
New York
$2.79M +$2.84M +29,080 New
M&T Bank
14
M&T Bank
New York
$2.66M
Ameriprise
15
Ameriprise
Minnesota
$2.25M -$21.8K -224 -0.9%
UBS Group
16
UBS Group
Switzerland
$2.01M +$268K +2,753 +15%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.98M -$21.1K -216 -1%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.85M -$56.8K -583 -3%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.8M -$83.4K -855 -4%
EE
20
EWG Elevate
California
$1.66M +$1.69M +17,293 New
Wells Fargo
21
Wells Fargo
California
$1.53M +$974K +9,989 +167%
ST
22
Sentinel Trust
Texas
$1.52M
FGWP
23
Founders Grove Wealth Partners
Virginia
$1.44M +$1.47M +15,043 New
AP
24
Advisors Preferred
Maryland
$1.41M +$653K +6,693 +84%
BlackRock
25
BlackRock
New York
$1.35M +$1.37M +14,044 New

IXG Hedge Fund Activity: Q4 2024 in Review

127 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q4 2024, worth a combined $167M — up 9.1% from $153M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IXG positions and 3 closed out — a net gain of 15 holders — while 27 added to existing stakes and 38 trimmed.

The largest buyer was Banco Santander, opening a new position worth an estimated $4.61M. The largest seller was International Assets Investment Management, cutting an estimated $30.8M.

  • 127 institutional investors held iShares Global Financials ETF (IXG) as of Q4 2024, up from 113 in Q3 2024.
  • Funds reported $167M of iShares Global Financials ETF stock for Q4 2024, up 9.1% quarter-over-quarter.
  • 18 funds opened new iShares Global Financials ETF positions in Q4 2024 and 3 closed out, a net change of +15 holders.
  • The largest iShares Global Financials ETF buyer in Q4 2024 was Banco Santander, an estimated $4.61M added.
  • The largest iShares Global Financials ETF seller in Q4 2024 was International Assets Investment Management, an estimated $30.8M sold.

Based on aggregated 13F filings for Q4 2024.