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iShares Global Financials ETF
IXG

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$16.3M +$2.72M +45,090 +20%
AllianceBernstein
2
AllianceBernstein
Tennessee
$15.8M -$4.27M -70,877 -21%
Wells Fargo
3
Wells Fargo
California
$13.8M +$4.19M +69,552 +44%
Lazard Asset Management
4
Lazard Asset Management
New York
$12.9M -$378K -6,275 -3%
Bank of America
5
Bank of America
North Carolina
$9.64M +$1.97M +32,635 +26%
Fifth Third Bancorp
6
Fifth Third Bancorp
Ohio
$8.76M -$372K -6,169 -4%
RJA
7
Raymond James & Associates
Florida
$8.6M +$115K +1,905 +1%
Fidelity International
8
Fidelity International
Bermuda
$7.71M +$1.72M +28,447 +29%
PWPCM
9
Perella Weinberg Partners Capital Management
New York
$5.84M +$983K +16,300 +20%
NR
10
Newfound Research
Massachusetts
$5.33M -$3.73M -61,869 -41%
WSTAM
11
Wilbanks Smith & Thomas Asset Management
Virginia
$4.84M -$776K -12,866 -14%
ACM
12
Aviance Capital Management
Florida
$4.75M +$4.7M +78,017 New
PAMU
13
Pictet Asset Management (UK)
United Kingdom
$3.21M +$1.18M +19,485 +59%
Jane Street
14
Jane Street
New York
$3.13M +$456K +7,559 +17%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$2.62M -$17.1K -284 -0.7%
MWM
16
Merriman Wealth Management
Washington
$2.27M – – –
UBS Group
17
UBS Group
Switzerland
$2.2M -$24.2K -402 -1%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.15M +$358K +5,935 +20%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2M +$273K +4,526 +16%
IPC
20
Independent Portfolio Consultants
Florida
$1.91M +$1.89M +31,310 New
CA
21
Cetera Advisors
Colorado
$1.73M +$350K +5,800 +26%
Nomura Asset Management
22
Nomura Asset Management
Japan
$1.62M +$1.43M +23,700 +817%
PWM
23
Perigon Wealth Management
California
$1.59M -$9.41K -156 -0.6%
WI
24
WrapManager Inc
California
$1.34M -$640K -10,616 -33%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$1.29M +$190K +3,153 +17%
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