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iShares Global Financials ETF (IXG) Institutional Ownership

iShares Global Financials ETF logo
$107.75 +0.11 (+0.10%)
As of 05/22/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
40
Total
Institutional Inflows
(last 12 months)
$130.09M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$67.57M
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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
5/19/2025 Jane Street Group LLC33,211$3.42M0.0%+14.2%0.730%
5/19/2025 Client 1ST Advisory Group LLC2,023$208K0.1%-5.4%0.044%
5/16/2025 Arete Wealth Advisors LLC2,302$237K0.0%-93.8%0.051%
5/16/2025 Signature Estate & Investment Advisors LLC2,242$231K0.0%-16.9%0.049%
5/16/2025 Jones Financial Companies Lllp124,388$12.81M0.0%+6,907.8%2.734%
5/16/2025 Integrated Wealth Concepts LLC2,473$255K0.0%+11.4%0.054%
5/15/2025 Royal Bank of Canada18,005$1.86M0.0%-12.5%0.396%
5/14/2025 Northwestern Mutual Wealth Management Co.3,502$361K0.0%+279.0%0.077%
5/14/2025 Kestra Advisory Services LLC7,803$804K0.0%+236.2%0.171%
5/13/2025 Cresset Asset Management LLC25,807$2.66M0.0%-18.6%0.567%
5/13/2025 Cookson Peirce & Co. Inc.4,295$442K0.0%-3.6%0.094%
5/13/2025 HighTower Advisors LLC8,042$829K0.0%+110.4%0.177%
5/12/2025 National Bank of Canada FI3,658$376K0.0%-11.6%0.080%
5/9/2025 Banco Santander S.A.55,215$5.69M0.1%+16.7%1.214%
5/8/2025 Harbour Investments Inc.584$60K0.0%-26.3%0.013%
5/7/2025 LPL Financial LLC30,738$3.17M0.0%+4.3%0.676%
5/6/2025 Cetera Investment Advisers2,580$266K0.0%-51.1%0.057%
5/6/2025 Advisors Preferred LLC6,032$621K0.1%-59.0%0.133%
5/1/2025 CWM LLC2,916$300K0.0%-23.6%0.064%
5/1/2025 Family Firm Inc.4,993$514K0.1%-4.9%0.110%
4/30/2025 M&T Bank Corp24,300$2.50M0.0%-12.3%0.534%
4/29/2025 Envestnet Asset Management Inc.5,657$583K0.0%-70.7%0.124%
4/29/2025 Wayfinding Financial LLC263$27K0.0%N/A0.006%
4/28/2025 Strategic Financial Concepts LLC2,200$227K0.0%-98.9%0.048%
4/28/2025 Money Design Co. Ltd.24,657$2.54M0.1%-15.2%0.542%
4/28/2025 Vontobel Holding Ltd.6,000$618K0.0%+100.0%0.132%
4/24/2025 Sunbelt Securities Inc.300$31K0.0%-66.6%0.007%
4/24/2025 Mirae Asset Global Investments Co. Ltd.9,230$946K0.0%-29.6%0.203%
4/23/2025 Spire Wealth Management2,716$280K0.0%-3.8%0.060%
4/23/2025 International Assets Investment Management LLC2,639$272K0.0%-5.0%0.058%
4/23/2025 Johnson Bixby & Associates LLC127,044$13.09M2.0%N/A2.792%
4/21/2025 Provident Wealth Management LLC600$62K0.0%N/A0.013%
4/21/2025 Beacon Capital Management LLC1,077$111K0.0%N/A0.024%
4/14/2025 Farther Finance Advisors LLC518$53K0.0%+423.2%0.011%
4/10/2025 EWG Elevate Inc.9,682$997K0.4%-44.0%0.213%
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%
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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%
2/11/2025Lynx 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%
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%
11/25/2024Sanctuary 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%
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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%
9/5/2024Sanctuary 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%
(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, 89 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), Johnson Bixby & Associates LLC ($13.09M), Jones Financial Companies Lllp ($12.81M), Leo Wealth LLC ($8.06M), Leo Brokerage LLC ($5.98M), and Banco Santander S.A. ($5.69M).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), Johnson Bixby & Associates LLC ($127.04K), Jones Financial Companies Lllp ($122.81K), Leo Wealth LLC ($93.25K), Jane Street Group LLC ($92.47K), and Richard Bernstein Advisors LLC ($66.23K).

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

Institutional investors have bought a total of 2,046,774 shares in the last 24 months. This purchase volume represents approximately $184.01M in transactions.

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

Of the 54 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 ($319.72K), Strategic Financial Concepts LLC ($189.91K), Spire Wealth Management ($42.85K), Arete Wealth Advisors LLC ($41.66K), ICICI Prudential Asset Management Co Ltd ($40.87K), Salomon & Ludwin LLC ($30.33K), and Cresset Asset Management LLC ($23.98K).

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

Institutional investors have sold a total of 854,795 shares in the last 24 months. This volume of shares sold represents approximately $80.32M in transactions.



This page (NYSEARCA:IXG) was last updated on 5/23/2025 by MarketBeat.com Staff
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