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iShares Global Financials ETF

130 hedge funds and large institutions have $281M invested in iShares Global Financials ETF in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 44 increasing their positions, 26 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 26

27% more capital invested

Capital invested by funds: $221M → $281M (+$60M)

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

5.69% more ownership

Funds ownership: 42.07%47.75% (+5.7%)

1% more funds holding

Funds holding: 129130 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

59% less call options, than puts

Call options by funds: $5.61M | Put options by funds: $13.9M

Holders
130
Holders Change
+1
Holders Change %
+0.78%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
44
Reduced
26
Closed
11
Calls
$5.61M
Puts
$13.9M
Net Calls
-$8.24M
Net Calls Change
-$8.24M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$46.1M -$1.28M -11,228 -3%
Pictet Asset Management
2
Pictet Asset Management
Switzerland
$42.7M +$17.5M +154,160 +73%
Bank of America
3
Bank of America
North Carolina
$36.1M +$3.07M +27,062 +10%
JBA
4
Johnson Bixby & Associates
Washington
$15.3M +$164K +1,443 +1%
EE
5
EWG Elevate
California
$12.2M +$402K +3,539 +3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$11.3M +$10.4M +91,153 +1,681%
Ameriprise
7
Ameriprise
Minnesota
$9.47M +$1.91M +16,789 +26%
Raymond James Financial
8
Raymond James Financial
Florida
$8.08M +$6.65M +58,504 +544%
CIM
9
Cambria Investment Management
California
$7.93M -$385K -3,390 -5%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$7.57M +$6.94M +61,126 +1,634%
BS
11
Banco Santander
Spain
$6.41M -$229K -2,014 -4%
SL
12
Salomon & Ludwin
Virginia
$5.87M -$20.7K -182 -0.4%
OWA
13
Outlook Wealth Advisors
Texas
$5.11M +$4.98M +43,818 New
BlackRock
14
BlackRock
New York
$4.58M -$314K -2,761 -7%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$4.09M +$1.91M +16,827 +92%
LPL Financial
16
LPL Financial
California
$4.01M -$72.8K -641 -2%
Osaic Holdings
17
Osaic Holdings
Arizona
$3.88M +$1.44M +12,699 +61%
Wells Fargo
18
Wells Fargo
California
$3.63M +$398K +3,503 +13%
CAM
19
Cresset Asset Management
Illinois
$3.03M +$810K +7,127 +38%
M&T Bank
20
M&T Bank
New York
$2.84M
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$2.29M +$1.36M +12,010 +157%
FFA
22
Farther Finance Advisors
California
$2.14M +$1.96M +17,274 +1,637%
FGWP
23
Founders Grove Wealth Partners
Virginia
$1.91M -$7.84K -69 -0.4%
ST
24
Sentinel Trust
Texas
$1.84M
PAG
25
Private Advisor Group
New Jersey
$1.81M +$1.05M +9,214 +146%

IXG Hedge Fund Activity: Q3 2025 in Review

130 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q3 2025, worth a combined $281M — up 27% from $221M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IXG positions and 11 closed out — a net gain of 2 holders — while 44 added to existing stakes and 26 trimmed.

The largest buyer was Pictet Asset Management, adding an estimated $17.5M. The largest seller was Flow Traders U.S., cutting an estimated $7.14M.

  • 130 institutional investors held iShares Global Financials ETF (IXG) as of Q3 2025, up from 129 in Q2 2025.
  • Funds reported $281M of iShares Global Financials ETF stock for Q3 2025, up 27% quarter-over-quarter.
  • 13 funds opened new iShares Global Financials ETF positions in Q3 2025 and 11 closed out, a net change of +2 holders.
  • The largest iShares Global Financials ETF buyer in Q3 2025 was Pictet Asset Management, an estimated $17.5M added.
  • The largest iShares Global Financials ETF seller in Q3 2025 was Flow Traders U.S., an estimated $7.14M sold.

Based on aggregated 13F filings for Q3 2025.