We are live on ! Find out more
IXG icon

iShares Global Financials ETF

129 hedge funds and large institutions have $221M invested in iShares Global Financials ETF in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 42 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 30

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

17% more capital invested

Capital invested by funds: $189M → $221M (+$32.5M)

1.73% more ownership

Funds ownership: 40.33%42.07% (+1.7%)

2% more funds holding

Funds holding: 127129 (+2)

Holders
129
Holders Change
+2
Holders Change %
+1.57%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
42
Reduced
30
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$45.1M +$1.08M +10,260 +3%
Bank of America
2
Bank of America
North Carolina
$31.3M +$3.36M +32,026 +13%
Pictet Asset Management
3
Pictet Asset Management
Switzerland
$23.4M -$11.6M -110,800 -34%
JBA
4
Johnson Bixby & Associates
Washington
$14.4M +$271K +2,581 +2%
EE
5
EWG Elevate
California
$11.2M +$9.6M +91,622 +946%
FTUS
6
Flow Traders U.S.
New York
$8.21M +$7.77M +74,100 New
CIM
7
Cambria Investment Management
California
$7.91M -$1.61M -15,336 -18%
Ameriprise
8
Ameriprise
Minnesota
$7.14M +$4.29M +40,964 +175%
BS
9
Banco Santander
Spain
$6.31M +$184K +1,753 +3%
SL
10
Salomon & Ludwin
Virginia
$5.62M -$314K -2,993 -6%
Citadel Advisors
11
Citadel Advisors
Florida
$4.85M +$2.29M +21,826 +100%
BlackRock
12
BlackRock
New York
$4.66M +$1.56M +14,880 +55%
LPL Financial
13
LPL Financial
California
$3.88M +$450K +4,289 +14%
Wells Fargo
14
Wells Fargo
California
$3.06M +$1.06M +10,122 +58%
M&T Bank
15
M&T Bank
New York
$2.69M
MD
16
Money Design
Japan
$2.59M -$135K -1,284 -5%
Osaic Holdings
17
Osaic Holdings
Arizona
$2.32M +$49.5K +472 +2%
CAM
18
Cresset Asset Management
Illinois
$2.09M -$732K -6,983 -27%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2.02M +$23.2K +221 +1%
FGWP
20
Founders Grove Wealth Partners
Virginia
$1.82M +$157K +1,495 +10%
Jane Street
21
Jane Street
New York
$1.82M -$1.76M -16,747 -50%
ST
22
Sentinel Trust
Texas
$1.75M
UBS Group
23
UBS Group
Switzerland
$1.26M -$50.5K -482 -4%
Raymond James Financial
24
Raymond James Financial
Florida
$1.19M +$398K +3,799 +55%
SCA
25
Snowden Capital Advisors
New York
$1.09M +$113K +1,080 +12%

IXG Hedge Fund Activity: Q2 2025 in Review

129 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q2 2025, worth a combined $221M — up 17% from $189M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IXG positions and 9 closed out — a net gain of 3 holders — while 42 added to existing stakes and 30 trimmed.

The largest buyer was EWG Elevate, adding an estimated $9.6M. The largest seller was Pictet Asset Management, cutting an estimated $11.6M.

  • 129 institutional investors held iShares Global Financials ETF (IXG) as of Q2 2025, up from 127 in Q1 2025.
  • Funds reported $221M of iShares Global Financials ETF stock for Q2 2025, up 17% quarter-over-quarter.
  • 12 funds opened new iShares Global Financials ETF positions in Q2 2025 and 9 closed out, a net change of +3 holders.
  • The largest iShares Global Financials ETF buyer in Q2 2025 was EWG Elevate, an estimated $9.6M added.
  • The largest iShares Global Financials ETF seller in Q2 2025 was Pictet Asset Management, an estimated $11.6M sold.

Based on aggregated 13F filings for Q2 2025.