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iShares Global Comm Services ETF
IXP

98 hedge funds and large institutions have $217M invested in iShares Global Comm Services ETF in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 24

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

2% less capital invested

Capital invested by funds: $221M → $217M (-$4.21M)

1% less funds holding

Funds holding: 99 → 98 (-1)

1.96% less ownership

Funds ownership: 58% → 56.04% (-2%)

Holders
98
Holders Change
-1
Holders Change %
-1.01%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
29
Reduced
24
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PSCM
Per Stirling Capital Management
Texas
+$1.32M
2
USCWA
U.S. Capital Wealth Advisors
Texas
+$1.26M
3
QCM
Quantinno Capital Management
New York
+$1.06M
4
Wells Fargo
Wells Fargo
California
+$839K
5
GC
Grimes & Company
Massachusetts
+$478K

Top Sellers

1
EWA
EverSource Wealth Advisors
Alabama
-$2.74M
2
Jane Street
Jane Street
New York
-$2.5M
3
Pictet Asset Management
Pictet Asset Management
Switzerland
-$1.83M
4
FMP
Financial Management Professionals
Texas
-$1.56M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$1.3M -$198K -2,058 -13%
LWM
27
Laidlaw Wealth Management
New York
$1.28M – – –
USCWA
28
U.S. Capital Wealth Advisors
Texas
$1.26M +$1.26M +13,069 New
Raymond James Financial
29
Raymond James Financial
Florida
$1.24M +$1.23M +12,806 New
JP Morgan Chase
30
JP Morgan Chase
New York
$1.17M +$90.2K +937 +8%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$854K +$21.5K +223 +3%
MML Investors Services
32
MML Investors Services
Massachusetts
$838K +$26.1K +271 +3%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$830K +$35.5K +369 +4%
Corient Private Wealth
34
Corient Private Wealth
Florida
$828K -$1.03M -10,666 -23%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$802K -$1.04M -10,830 -57%
MCM
36
MAI Capital Management
Ohio
$672K -$963 -10 -0.1%
CA
37
Clearstead Advisors
Ohio
$649K -$93.1K -967 -13%
MIC
38
Meridian Investment Counsel
California
$648K – – –
FCI
39
Financial Counselors Inc
Kansas
$604K – – –
US Bancorp
40
US Bancorp
Minnesota
$591K – – –
Bessemer Group
41
Bessemer Group
New Jersey
$565K +$67.4K +700 +14%
TFF
42
The Family Firm
Maryland
$554K -$44K -457 -7%
GC
43
Grimes & Company
Massachusetts
$480K +$478K +4,961 New
GIA
44
Gladstone Institutional Advisory
Florida
$470K +$21.3K +221 +5%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$421K -$57.2K -594 -12%
Osaic Holdings
46
Osaic Holdings
Arizona
$409K +$28K +291 +7%
Pathstone Holdings
47
Pathstone Holdings
New Jersey
$391K +$27.4K +285 +8%
NA
48
NewEdge Advisors
Louisiana
$390K +$116K +1,209 +43%
OCPWS
49
One Charles Private Wealth Services
Massachusetts
$367K -$2.12K -22 -0.6%
FDCDDQ
50
Federation des caisses Desjardins du Quebec
Quebec, Canada
$325K – – –
1
2
3 4 5

IXP Hedge Fund Activity: Q4 2024 in Review

98 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Global Comm Services ETF (IXP) for Q4 2024, worth a combined $217M — down 1.9% from $221M a quarter earlier.

Fund positioning in IXP was balanced in Q4 2024: 11 funds opened new positions, 11 closed out, 29 added to existing stakes and 24 trimmed.

The largest buyer was Per Stirling Capital Management, opening a new position worth an estimated $1.32M. The largest seller was EverSource Wealth Advisors, exiting entirely with an estimated $2.74M sold.

  • 98 institutional investors held iShares Global Comm Services ETF (IXP) as of Q4 2024, down from 99 in Q3 2024.
  • Funds reported $217M of iShares Global Comm Services ETF stock for Q4 2024, down 1.9% quarter-over-quarter.
  • 11 funds opened new iShares Global Comm Services ETF positions in Q4 2024 and 11 closed out, a net change of 0 holders.
  • The largest iShares Global Comm Services ETF buyer in Q4 2024 was Per Stirling Capital Management, an estimated $1.32M added.
  • The largest iShares Global Comm Services ETF seller in Q4 2024 was EverSource Wealth Advisors, an estimated $2.74M sold.

Based on aggregated 13F filings for Q4 2024.