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iShares Global Financials ETF

139 hedge funds and large institutions have $295M invested in iShares Global Financials ETF in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

32% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 34

7% more funds holding

Funds holding: 130139 (+9)

5% more capital invested

Capital invested by funds: $281M → $295M (+$13.3M)

2.24% less ownership

Funds ownership: 47.75%45.52% (-2.2%)

43% less call options, than puts

Call options by funds: $7.56M | Put options by funds: $13.2M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
139
Holders Change
+9
Holders Change %
+6.92%
% of All Funds
1.69%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
45
Reduced
34
Closed
10
Calls
$7.56M
Puts
$13.2M
Net Calls
-$5.66M
Net Calls Change
+$2.58M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$45.9M -$1.83M -15,722 -4%
Pictet Asset Management
2
Pictet Asset Management
Switzerland
$41.1M -$3.24M -27,800 -8%
Bank of America
3
Bank of America
North Carolina
$34.7M -$2.56M -21,986 -7%
JBA
4
Johnson Bixby & Associates
Washington
$15.8M +$16.8K +144 +0.1%
HighTower Advisors
5
HighTower Advisors
Illinois
$12.9M +$11.4M +97,616 +1,074%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$10.5M -$1.09M -9,358 -10%
Raymond James Financial
7
Raymond James Financial
Florida
$9.95M +$1.53M +13,129 +19%
CIM
8
Cambria Investment Management
California
$9.44M +$1.18M +10,116 +15%
Ameriprise
9
Ameriprise
Minnesota
$8.28M -$1.46M -12,563 -15%
BS
10
Banco Santander
Spain
$7.23M +$567K +4,867 +9%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$6.93M -$869K -7,459 -11%
LPL Financial
12
LPL Financial
California
$6.3M +$2.07M +17,737 +52%
SL
13
Salomon & Ludwin
Virginia
$6.22M -$18.9K -162 -0.3%
Wells Fargo
14
Wells Fargo
California
$5.28M +$1.47M +12,613 +41%
OWA
15
Outlook Wealth Advisors
Texas
$5.26M -$35.1K -301 -0.7%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$4.56M +$314K +2,694 +8%
Osaic Holdings
17
Osaic Holdings
Arizona
$4.12M +$55.7K +478 +1%
BlackRock
18
BlackRock
New York
$4M -$724K -6,218 -16%
Jane Street
19
Jane Street
New York
$3.94M +$3.8M +32,602 New
M&T Bank
20
M&T Bank
New York
$2.94M
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$2.82M +$433K +3,714 +19%
CAM
22
Cresset Asset Management
Illinois
$2.11M -$988K -8,482 -33%
PAG
23
Private Advisor Group
New Jersey
$2.08M +$196K +1,683 +11%
FGWP
24
Founders Grove Wealth Partners
Virginia
$1.97M -$9.78K -84 -0.5%
ST
25
Sentinel Trust
Texas
$1.91M