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iShares Global Financials ETF
IXG

136 hedge funds and large institutions have $222M invested in iShares Global Financials ETF in 2026 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 33 increasing their positions, 38 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 18

2% less funds holding

Funds holding: 139 → 136 (-3)

2.74% less ownership

Funds ownership: 45.52% → 42.78% (-2.7%)

13% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 38

25% less capital invested

Capital invested by funds: $295M → $222M (-$72.7M)

Holders
136
Holders Change
-3
Holders Change %
-2.16%
% of All Funds
1.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
33
Reduced
38
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
Avior Wealth Management
Nebraska
+$10.9M
2
Jane Street
Jane Street
New York
+$8.14M
3
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
+$7.83M
4
HighTower Advisors
HighTower Advisors
Illinois
+$5.88M
5
GS
GTS Securities
New York
+$3.87M

Top Sellers

1
Pictet Asset Management
Pictet Asset Management
Switzerland
-$41.1M
2
JBA
Johnson Bixby & Associates
Washington
-$15.1M
3
CIM
Cambria Investment Management
California
-$9.44M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.6M
5
Raymond James Financial
Raymond James Financial
Florida
-$7.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$44.3M +$1.01M +8,510 +2%
Bank of America
2
Bank of America
North Carolina
$30.1M -$2.75M -23,187 -8%
HighTower Advisors
3
HighTower Advisors
Illinois
$17.8M +$5.88M +49,508 +46%
Jane Street
4
Jane Street
New York
$11.5M +$8.14M +68,501 +210%
AWM
5
Avior Wealth Management
Nebraska
$10.5M +$10.9M +92,173 New
BS
6
Banco Santander
Spain
$8.64M +$1.9M +15,998 +27%
FDCDDQ
7
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.86M +$7.83M +65,921 +2,197%
Wells Fargo
8
Wells Fargo
California
$7.3M +$2.41M +20,281 +46%
SL
9
Salomon & Ludwin
Virginia
$5.74M -$22.1K -186 -0.4%
LPL Financial
10
LPL Financial
California
$5.27M -$695K -5,853 -11%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$5.22M -$1.38M -11,576 -20%
Citadel Advisors
12
Citadel Advisors
Florida
$5.04M +$3.54M +29,765 +206%
BlackRock
13
BlackRock
New York
$4.64M +$906K +7,629 +23%
GS
14
GTS Securities
New York
$4M +$3.87M +32,552 +1,297%
M&T Bank
15
M&T Bank
New York
$2.77M – – –
MMA
16
Miracle Mile Advisors
California
$2.08M +$2.17M +18,273 New
Osaic Holdings
17
Osaic Holdings
Arizona
$2M -$1.96M -16,516 -48%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.98M -$2.42M -20,400 -54%
Raymond James Financial
19
Raymond James Financial
Florida
$1.89M -$7.82M -65,828 -80%
FGWP
20
Founders Grove Wealth Partners
Virginia
$1.86M -$475 -4 -0%
ST
21
Sentinel Trust
Texas
$1.8M – – –
JP Morgan Chase
22
JP Morgan Chase
New York
$1.74M +$1.62M +13,613 +640%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.69M -$8.6M -72,361 -83%
FTUS
24
Flow Traders U.S.
New York
$1.58M +$335K +2,816 +26%
DI
25
Decision Investments
California
$1.36M -$53.5K -450 -4%
1
2 3 4 5

IXG Hedge Fund Activity: Q1 2026 in Review

136 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in iShares Global Financials ETF (IXG) for Q1 2026, worth a combined $222M — down 25% from $295M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IXG positions and 18 closed out — a net gain of 2 holders — while 33 added to existing stakes and 38 trimmed.

The largest buyer was Avior Wealth Management, opening a new position worth an estimated $10.9M. The largest seller was Pictet Asset Management, exiting entirely with an estimated $41.1M sold.

  • 136 institutional investors held iShares Global Financials ETF (IXG) as of Q1 2026, down from 139 in Q4 2025.
  • Funds reported $222M of iShares Global Financials ETF stock for Q1 2026, down 25% quarter-over-quarter.
  • 20 funds opened new iShares Global Financials ETF positions in Q1 2026 and 18 closed out, a net change of +2 holders.
  • The largest iShares Global Financials ETF buyer in Q1 2026 was Avior Wealth Management, an estimated $10.9M added.
  • The largest iShares Global Financials ETF seller in Q1 2026 was Pictet Asset Management, an estimated $41.1M sold.

Based on aggregated 13F filings for Q1 2026.