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iShares Global Financials ETF (IXG) Institutional Ownership

$88.32
-0.60 (-0.67%)
(As of 05/20/2024 ET)

Institutional Ownership Changes (13F Filings) for iShares Global Financials ETF (NYSEARCA:IXG)

Number of
Institutional Buyers
(last 12 months)
26
Total
Institutional Inflows
(last 12 months)
$53.92M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$12.75M
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IXG Institutional Buying and Selling by Quarter

iShares Global Financials ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
2/6/2024 Wilbanks 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%
1/29/2024 Valeo Financial Advisors LLC4,074$320K0.0%+6.7%0.070%
1/29/2024 Money Design Co. Ltd.61,559$4.84M0.3%N/A1.061%
1/25/2024 International Assets Investment Management LLC4,578$360K0.0%-12.9%0.079%
1/25/2024 Strategic Blueprint LLC3,670$288K0.0%-25.3%0.063%
1/24/2024 International Assets Investment Management LLC359,734$28.27M0.0%+6,741.7%6.202%
1/19/2024 Fifth Third Bancorp3,030$238K0.0%-48.8%0.052%
1/19/2024 ICICI Prudential Asset Management Co Ltd9,060$712K0.1%-62.7%0.156%
1/18/2024 Global Retirement Partners LLC324$25K0.0%-93.2%0.006%
1/16/2024 Raymond James Financial Services Advisors Inc.3,375$265K0.0%-24.6%0.058%
1/16/2024 Raymond James & Associates4,818$379K0.0%+57.4%0.083%
1/16/2024 Rosenberg Matthew Hamilton1,470$116K0.0%-13.4%0.025%
1/10/2024 Sound Income Strategies LLC481$38K0.0%N/A0.008%
11/16/2023 McIlrath & Eck LLC5,002$352K0.1%-7.5%0.086%
11/14/2023 Richard Bernstein Advisors LLC66,491$4.68M0.1%+25,473.5%1.146%
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11/8/2023 D.A. Davidson & CO.6,672$470K0.0%-10.3%0.115%
11/7/2023 Advisors Preferred LLC565$39K0.0%N/A0.010%
11/3/2023 ICICI Prudential Asset Management Co Ltd24,314$1.71M0.2%-40.5%0.419%
11/1/2023 Centurion Wealth Management LLC42,050$2.96M1.5%+0.6%0.725%
10/24/2023 Raymond James Financial Services Advisors Inc.4,477$315K0.0%-72.2%0.077%
10/24/2023 Cambridge Investment Research Advisors Inc.6,546$461K0.0%+5.8%0.113%
10/23/2023Commonwealth Equity Services LLC7,432$524K0.0%-31.5%0.128%
10/20/2023 Valeo Financial Advisors LLC3,817$269K0.0%N/A0.066%
10/20/2023 Family Firm Inc.5,453$384K0.1%-6.0%0.094%
10/18/2023 Strategic Blueprint LLC4,912$346K0.0%-18.5%0.085%
10/13/2023 Global Retirement Partners LLC4,745$327K0.0%+16.8%0.082%
10/11/2023 CWM LLC3,424$241K0.0%-10.4%0.059%
10/11/2023 Rosenberg Matthew Hamilton1,697$120K0.0%-41.3%0.029%
10/10/2023 International Assets Investment Management LLC5,258$370K0.0%-12.6%0.091%
10/10/2023 National Bank of Canada FI3,896$271K0.0%-9.9%0.067%
10/4/2023 International Assets Investment Management LLC5,258$370K0.0%-12.6%0.091%
9/12/2023Farther Finance Advisors LLC446$32K0.0%-57.8%0.008%
8/14/2023 Client 1ST Advisory Group LLC8,641$618K0.3%-16.4%0.149%
8/10/2023 Bessemer Group Inc.400$29K0.0%-80.5%0.007%
8/10/2023 Private Advisor Group LLC6,812$487K0.0%-9.1%0.117%
8/10/2023 Cetera Investment Advisers3,544$254K0.0%-55.8%0.061%
8/9/2023 Spire Wealth Management45,836$3.28M0.1%+2.3%0.790%
8/9/2023 Flow Traders U.S. LLC5,374$384K0.0%N/A0.093%
8/8/2023 Fisher Asset Management LLC6,996$500K0.0%-64.2%0.121%
8/7/2023 McIlrath & Eck LLC5,407$387K0.1%-33.6%0.093%
8/3/2023 Scotia Capital Inc.19,642$1.41M0.0%-3.2%0.339%
8/3/2023 Northwest Capital Management Inc2,645$189K0.1%N/A0.046%
8/3/2023 CWM LLC3,820$273K0.0%+59.7%0.066%
8/1/2023 Truist Financial Corp4,105$294K0.0%+4.7%0.071%
7/31/2023 LPL Financial LLC34,238$2.45M0.0%-7.6%0.590%
7/26/2023 Fifth Third Bancorp5,921$424K0.0%-4.3%0.101%
7/25/2023 Raymond James Financial Services Advisors Inc.16,125$1.15M0.0%+1.2%0.276%
7/25/2023 Raymond James & Associates2,946$211K0.0%-25.4%0.050%
7/25/2023Leo Brokerage LLC83,631$5.98M0.7%-2.6%1.430%
7/24/2023 Salomon & Ludwin LLC82,971$5.94M0.6%-1.4%1.418%
7/21/2023 Creative Planning2,877$206K0.0%N/A0.049%
7/21/2023 Centurion Wealth Management LLC41,798$2.99M1.4%+2.8%0.714%
7/20/2023 International Assets Investment Management LLC6,013$430K0.1%-7.8%0.103%
7/20/2023 Global Retirement Partners LLC4,064$291K0.0%+21.5%0.069%
7/20/2023 ICICI Prudential Asset Management Co Ltd40,864$2.92M0.4%-18.2%0.699%
7/13/2023 Sunflower Bank N.A.7,170$513K0.1%-4.3%0.123%
7/13/2023 Cambridge Investment Research Advisors Inc.6,187$443K0.0%-31.4%0.106%
7/10/2023 City State Bank1,525$109K0.1%-37.1%0.026%
7/5/2023 Cedar Brook Financial Partners LLC2,878$206K0.0%N/A0.049%
5/12/2023 Greenwood Capital Associates LLC4,264$294K0.0%-88.1%0.069%
5/11/2023 Cerity Partners LLC15,677$1.08M0.0%-2.3%0.255%
5/11/2023 Scotia Capital Inc.20,300$1.40M0.0%+3.2%0.330%
5/10/2023 Private Advisor Group LLC7,496$517K0.0%N/A0.122%
5/10/2023 Centurion Wealth Management LLC40,642$2.81M1.4%+4.2%0.661%
5/10/2023 Bessemer Group Inc.2,055$141K0.0%-81.6%0.033%
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5/9/2023 Spire Wealth Management44,788$3.09M0.1%+54.8%0.728%
5/9/2023 Banco Bilbao Vizcaya Argentaria S.A.161,527$11.15M0.1%-51.2%2.626%
5/8/2023 WealthShield Partners LLC636$44K0.0%N/A0.010%
5/8/2023 Global Retirement Partners LLC3,344$232K0.0%+5.8%0.054%
5/5/2023 Truist Financial Corp3,920$271K0.0%-11.5%0.064%
5/5/2023 Wilbanks Smith & Thomas Asset Management LLC47,744$3.30M0.1%N/A0.776%
5/5/2023 Sentinel Trust Co. LBA15,800$1.09M0.2%-49.2%0.257%
5/5/2023 ICICI Prudential Asset Management Co Ltd49,934$3.45M0.5%+2.7%0.812%
5/3/2023 Liberty Wealth Management LLC5,211$360K0.1%N/A0.085%
5/2/2023Leo Brokerage LLC85,874$5.95M0.9%N/A1.396%
(Data available from 1/1/2016 forward)

IXG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IXG shares?

During the previous two years, 105 institutional investors and hedge funds held shares of iShares Global Financials ETF. The most heavily invested institutionals were M&T Bank Corp ($232.66M), Bank of America Corp DE ($184.69M), Jane Street Group LLC ($14.11M), Banco Bilbao Vizcaya Argentaria S.A. ($11.15M), Royal Bank of Canada ($10.32M), Leo Wealth LLC ($8.06M), and Salomon & Ludwin LLC ($6.88M).Learn more on IXG's institutional investors.

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

Of the 64 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: M&T Bank Corp ($3.95M), International Assets Investment Management LLC ($358.42K), Banco Bilbao Vizcaya Argentaria S.A. ($330.84K), Leo Wealth LLC ($93.25K), Leo Brokerage LLC ($87.97K), Richard Bernstein Advisors LLC ($66.23K), and Centurion Wealth Management LLC ($65.25K).

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

Institutional investors have bought a total of 5,555,919 shares in the last 24 months. This purchase volume represents approximately $394.24M in transactions.

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

Of the 72 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: Bank of America Corp DE ($600.83K), Envestnet Asset Management Inc. ($181.64K), Banco Bilbao Vizcaya Argentaria S.A. ($169.31K), Spire Wealth Management ($94.95K), Cambridge Investment Research Advisors Inc. ($65.58K), Bernardo Wealth Planning LLC ($58.07K), and UBS Group AG ($43.68K).

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

Institutional investors have sold a total of 1,732,748 shares in the last 24 months. This volume of shares sold represents approximately $125.28M in transactions.


This page (NYSEARCA:IXG) was last updated on 5/21/2024 by MarketBeat.com Staff

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