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iShares Global Financials ETF (IXG) Institutional Ownership

iShares Global Financials ETF logo
$101.91 -0.63 (-0.61%)
As of 10:39 AM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Global Financials ETF (NYSEARCA:IXG)

Number of
Institutional Buyers
(last 12 months)
37
Total
Institutional Inflows
(last 12 months)
$107.69M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$39.62M
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IXG Institutional Buying and Selling by Quarter

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iShares Global Financials ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/18/2025 GTS Securities LLC2,236$215K0.0%N/A0.048%
2/18/2025 McIlrath & Eck LLC2,552$245K0.0%-7.8%0.055%
2/17/2025 DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main1,833$176K0.0%N/A0.039%
2/17/2025 Cresset Asset Management LLC31,705$3.05M0.0%-36.3%0.682%
2/17/2025 Bank of America Corp DE200,584$19.27M0.0%-1.8%4.314%
2/17/2025 Ameriprise Financial Inc.23,456$2.25M0.0%-0.9%0.504%
2/14/2025 Jane Street Group LLC29,080$2.79M0.0%N/A0.625%
2/13/2025 Raymond James Financial Inc.6,295$605K0.0%N/A0.135%
2/13/2025 Cerity Partners LLC6,220$597K0.0%-5.8%0.134%
2/13/2025 Envestnet Asset Management Inc.19,305$1.85M0.0%-2.9%0.415%
2/13/2025 Wells Fargo & Company MN15,965$1.53M0.0%+167.2%0.343%
2/12/2025 Arete Wealth Advisors LLC37,336$3.59M0.3%+26.7%0.803%
2/12/2025 National Bank of Canada FI4,140$398K0.0%+2.5%0.089%
2/12/2025 Franklin Resources Inc.510$49K0.0%+41.7%0.011%
2/12/2025 Pictet Asset Management Holding SA268,400$25.78M0.0%+6.0%5.772%
2/12/2025 Sava Infond d.o.o.400$38K0.0%N/A0.009%
2/11/2025 Lynx Investment Advisory3,213$309K0.2%+15.5%0.069%
2/11/2025 LPL Financial LLC29,470$2.83M0.0%+13.5%0.634%
2/10/2025 Family Firm Inc.5,248$504K0.1%-6.0%0.113%
2/10/2025 Commonwealth Equity Services LLC4,641$446K0.0%-4.0%0.100%
2/7/2025 HighTower Advisors LLC3,823$367K0.0%+4.3%0.082%
2/7/2025 Banco Santander S.A.47,328$4.55M0.1%N/A1.018%
2/6/2025 Raymond James Financial Inc.6,295$605K0.0%N/A0.135%
2/6/2025 Cookson Peirce & Co. Inc.4,456$428K0.0%+71.9%0.096%
2/6/2025 Jones Financial Companies Lllp1,775$171K0.0%+12.6%0.038%
2/5/2025 Fisher Asset Management LLC3,317$319K0.0%-39.4%0.071%
2/4/2025 Richard Bernstein Advisors LLC54,529$5.24M0.1%-1.2%1.173%
2/4/2025 Northwest Capital Management Inc876$84K0.0%-26.4%0.019%
2/4/2025 Partners Wealth Management LLC2,467$237K0.3%N/A0.053%
2/3/2025 Private Advisor Group LLC6,166$592K0.0%+17.2%0.133%
1/30/2025 Strategic Financial Concepts LLC192,113$192K0.0%N/A4.131%
1/30/2025 Salomon & Ludwin LLC53,615$5.15M0.5%-7.3%1.153%
1/30/2025 Vontobel Holding Ltd.3,000$288K0.0%N/A0.065%
1/29/2025 Gladstone Institutional Advisory LLC3,017$290K0.0%-58.5%0.065%
1/28/2025 Advisors Preferred LLC14,707$1.41M0.2%+83.5%0.316%
1/28/2025 Strategic Financial Concepts LLC192,113$192K0.0%N/A4.131%
1/27/2025 Mirae Asset Global Investments Co. Ltd.13,120$1.26M0.0%-23.4%0.282%
1/24/2025 Spire Wealth Management2,823$271K0.0%-3.8%0.061%
1/23/2025 Money Design Co. Ltd.29,070$2.80M0.1%-18.6%0.625%
1/16/2025 Client 1ST Advisory Group LLC2,139$205K0.1%N/A0.046%
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1/14/2025 Founders Grove Wealth Partners LLC15,043$1.45M0.4%N/A0.324%
1/13/2025 EWG Elevate Inc.17,293$1.66M0.5%N/A0.372%
1/8/2025 International Assets Investment Management LLC2,778$266K0.0%-99.1%0.060%
11/25/2024 Sanctuary Advisors LLC3,006$303K0.0%+12.0%0.065%
11/18/2024 Arete Wealth Advisors LLC29,466$2.79M0.2%-18.4%0.634%
11/18/2024 Sunbelt Securities Inc.897$85K0.0%-10.2%0.019%
11/15/2024 MML Investors Services LLC7,568$716K0.0%-12.0%0.163%
11/15/2024 Integrated Wealth Concepts LLC2,220$210K0.0%N/A0.048%
11/15/2024 HighTower Advisors LLC3,664$344K0.0%+10.0%0.079%
11/13/2024 Fisher Asset Management LLC5,478$518K0.0%-3.5%0.118%
11/12/2024 Cerity Partners LLC6,605$625K0.0%-2.2%0.142%
10/28/2024 Gladstone Institutional Advisory LLC7,277$688K0.0%-12.3%0.156%
10/28/2024 Ayalon Insurance Comp Ltd.56,290$5.32M1.7%-0.2%1.211%
10/24/2024 Salomon & Ludwin LLC57,858$5.47M0.6%-9.5%1.244%
10/23/2024 Mirae Asset Global Investments Co. Ltd.17,120$1.62M0.0%N/A0.368%
10/22/2024 International Assets Investment Management LLC318,545$30.13M0.0%+9,085.3%6.850%
10/21/2024 MPS Loria Financial Planners LLC2,122$201K0.1%N/A0.046%
10/9/2024 Money Design Co. Ltd.35,703$3.38M0.2%-16.1%0.768%
10/8/2024 CWM LLC1,791$169K0.0%-15.8%0.039%
9/5/2024 Sanctuary Advisors LLC2,685$226K0.0%N/A0.058%
8/16/2024 Front Row Advisors LLC2,266$193K0.1%-16.8%0.049%
8/16/2024 Creative Planning5,060$430K0.0%+87.1%0.109%
8/8/2024 Client 1ST Advisory Group LLC3,145$268K0.1%-10.6%0.068%
8/6/2024 Strategic Financial Concepts LLC161,722$138K0.0%N/A3.478%
7/31/2024 NBT Bank N A NY304$26K0.0%-41.5%0.007%
7/30/2024 International Assets Investment Management LLC3,468$295K0.0%-16.0%0.075%
7/26/2024 Signature Estate & Investment Advisors LLC2,676$228K0.0%N/A0.058%
7/26/2024 Salomon & Ludwin LLC63,960$5.44M0.6%-19.4%1.375%
7/23/2024 Ayalon Insurance Comp Ltd.56,418$4.80M1.6%-3.3%1.213%
7/19/2024 Tiller Private Wealth Inc.3,985$339K0.1%N/A0.086%
7/10/2024 CWM LLC2,126$181K0.0%-18.9%0.046%
7/9/2024 Northwest Capital Management Inc1,191$101K0.0%-37.9%0.026%
7/9/2024 Lynx Investment Advisory2,724$232K0.2%N/A0.059%
5/24/2024Cetera Advisors LLC3,242$281K0.0%+9.0%0.070%
5/16/2024 Jane Street Group LLC162,878$14.11M0.0%+57.2%3.503%
5/9/2024 Leo Wealth LLC93,247$8.06M0.8%+5.4%2.005%
5/2/2024 Salomon & Ludwin LLC79,348$6.88M0.6%-4.1%1.706%
5/1/2024 Janney Montgomery Scott LLC6,609$573K0.0%+3.4%0.142%
5/1/2024 Private Advisor Group LLC5,314$460K0.0%-7.9%0.114%
4/26/2024 Mesirow Financial Investment Management Inc.2,775$240K0.0%N/A0.060%
4/24/2024 Spire Wealth Management3,261$283K0.0%-49.3%0.070%
4/15/2024 Ayalon Insurance Comp Ltd.58,355$5.06M1.7%+16.6%1.255%
4/11/2024 International Assets Investment Management LLC4,128$355K0.0%-9.8%0.089%
4/11/2024 City State Bank1,225$106K0.0%-19.7%0.026%
4/10/2024 Sunflower Bank N.A.3,480$302K0.1%-51.5%0.075%
4/5/2024 CWM LLC2,621$227K0.0%-8.9%0.045%
3/14/2024 Leo Wealth LLC88,440$7.15M0.7%N/A1.525%
3/5/2024 Fisher Asset Management LLC5,709$449K0.0%-4.8%0.098%
2/12/2024 Scotia Capital Inc.17,780$1.40M0.0%-10.0%0.307%
2/9/2024 D.A. Davidson & CO.5,883$462K0.0%-11.8%0.101%
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2/8/2024 Janney Montgomery Scott LLC6,392$502K0.0%-19.8%0.110%
2/7/2024 MPS Loria Financial Planners LLC2,785$219K0.1%N/A0.048%
2/6/2024 Private Advisor Group LLC5,772$454K0.0%-13.6%0.100%
2/6/2024 Spire Wealth Management6,433$502K0.0%-86.0%0.111%
2/6/2024 National Bank of Canada FI4,049$317K0.0%+3.9%0.070%
2/6/2024Wilbanks Smith & Thomas Asset Management LLC11,832$930K0.0%N/A0.204%
2/6/2024 McIlrath & Eck LLC3,833$301K0.1%-23.4%0.066%
2/2/2024 Truist Financial Corp4,309$339K0.0%-3.0%0.074%
2/1/2024 Northwest Capital Management Inc1,939$152K0.1%-25.7%0.033%
2/1/2024 CWM LLC2,878$226K0.0%-15.9%0.050%
(Data available from 1/1/2016 forward)

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IXG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IXG shares?

During the previous two years, 90 institutional investors and hedge funds held shares of iShares Global Financials ETF. The most heavily invested institutionals were Pictet Asset Management Holding SA ($25.78M), Bank of America Corp DE ($19.27M), Banco Bilbao Vizcaya Argentaria S.A. ($11.15M), Leo Wealth LLC ($8.06M), Leo Brokerage LLC ($5.98M), Ayalon Insurance Comp Ltd. ($5.32M), and Richard Bernstein Advisors LLC ($5.24M).Learn more on IXG's institutional investors.

Which institutional investors have been buying iShares Global Financials ETF stock?

Of the 60 institutional investors that purchased iShares Global Financials ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($669.55K), Strategic Financial Concepts LLC ($545.95K), Leo Wealth LLC ($93.25K), Jane Street Group LLC ($88.34K), Leo Brokerage LLC ($85.87K), Richard Bernstein Advisors LLC ($66.23K), and Money Design Co. Ltd. ($61.56K).

How much institutional buying is happening at iShares Global Financials ETF?

Institutional investors have bought a total of 1,944,513 shares in the last 24 months. This purchase volume represents approximately $167.40M in transactions.

Which iShares Global Financials ETF major shareholders have been selling company stock?

Of the 52 institutional investors that sold iShares Global Financials ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($320.51K), Banco Bilbao Vizcaya Argentaria S.A. ($169.31K), Spire Wealth Management ($42.74K), ICICI Prudential Asset Management Co Ltd ($40.87K), Greenwood Capital Associates LLC ($31.59K), Salomon & Ludwin LLC ($30.58K), and Cresset Asset Management LLC ($18.08K).

How much institutional selling is happening at iShares Global Financials ETF?

Institutional investors have sold a total of 817,210 shares in the last 24 months. This volume of shares sold represents approximately $68.16M in transactions.



This page (NYSEARCA:IXG) was last updated on 3/31/2025 by MarketBeat.com Staff
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