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iShares Global Financials ETF (IXG) Institutional Ownership

iShares Global Financials ETF logo
$115.02 +0.92 (+0.81%)
Closing price 10/14/2025 04:10 PM Eastern
Extended Trading
$115.61 +0.59 (+0.51%)
As of 10/14/2025 08:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for iShares Global Financials ETF (NYSEARCA:IXG)

Number of
Institutional Buyers
(last 12 months)
51
Total
Institutional Inflows
(last 12 months)
$147.00M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$69.63M
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IXG Institutional Buying and Selling by Quarter

iShares Global Financials ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/14/2025Farther Finance Advisors LLC18,329$2.14M0.0%+1,637.3%0.349%
10/7/2025 EWG Elevate Inc.104,843$12.23M3.8%+3.5%2.016%
9/4/2025Osaic Holdings Inc.20,884$2.32M0.0%+2.3%0.418%
8/18/2025Front Row Advisors LLC2,015$223K0.1%-11.1%0.040%
8/15/2025Snowden Capital Advisors LLC9,801$1.09M0.0%+12.4%0.196%
8/15/2025McIlrath & Eck LLC2,425$269K0.0%-6.3%0.049%
8/15/2025Bank of America Corp DE282,050$31.26M0.0%+12.8%5.641%
8/15/2025Ameriprise Financial Inc.64,386$7.15M0.0%+174.9%1.288%
8/14/2025Jane Street Group LLC16,464$1.83M0.0%-50.4%0.329%
8/14/2025Raymond James Financial Inc.10,757$1.19M0.0%+54.6%0.215%
8/14/2025Cerity Partners LLC5,185$575K0.0%-16.5%0.104%
8/13/2025Flow Traders U.S. LLC74,100$8.21M0.3%N/A1.482%
8/13/2025Cresset Asset Management LLC18,824$2.09M0.0%-27.1%0.376%
8/13/2025Fisher Asset Management LLC6,680$740K0.0%+6.7%0.134%
8/13/2025Northwestern Mutual Wealth Management Co.3,858$428K0.0%+10.2%0.077%
8/12/2025Edmond DE Rothschild Holding S.A.335$37K0.0%-23.5%0.007%
8/8/2025Cetera Investment Advisers2,741$304K0.0%+6.2%0.055%
8/6/2025KCM Investment Advisors LLC5,576$618K0.0%N/A0.112%
8/6/2025Atlantic Union Bankshares Corp403$45K0.0%N/A0.008%
8/4/2025Spire Wealth Management1,607$178K0.0%-40.8%0.032%
8/1/2025Envestnet Asset Management Inc.5,421$601K0.0%-4.2%0.108%
7/31/2025City State Bank1,425$158K0.0%+16.3%0.029%
7/31/2025Money Design Co. Ltd.23,373$2.59M0.1%-5.2%0.467%
7/31/2025FSM Wealth Advisors LLC4,075$453K0.1%N/A0.082%
7/30/2025Cookson Peirce & Co. Inc.4,122$457K0.0%-4.0%0.082%
7/30/2025D.A. Davidson & CO.2,516$279K0.0%-21.6%0.050%
7/29/2025Salomon & Ludwin LLC50,546$5.62M0.6%-5.6%1.011%
7/28/2025Harbour Investments Inc.476$53K0.0%-18.5%0.010%
7/28/2025Founders Grove Wealth Partners LLC16,468$1.83M0.5%+10.0%0.329%
7/25/2025CWM LLC2,633$292K0.0%-9.7%0.053%
7/23/2025Vontobel Holding Ltd.4,000$443K0.0%-33.3%0.081%
7/21/2025Mirae Asset Global Investments Co. Ltd.4,300$477K0.0%-53.4%0.087%
7/18/2025Client 1ST Advisory Group LLC1,812$201K0.1%-10.4%0.036%
7/18/2025Lynx Investment Advisory2,199$244K0.2%-14.8%0.044%
7/17/2025Janney Montgomery Scott LLC7,644$847K0.0%+27.9%0.154%
7/17/2025Johnson Bixby & Associates LLC129,625$14.37M2.0%+2.0%2.619%
7/17/2025Tiller Private Wealth Inc.4,450$494K0.2%+3.6%0.090%
7/16/2025MontVue Capital Management Inc.2,375$263K0.2%N/A0.048%
7/15/2025 EWG Elevate Inc.101,304$11.23M3.5%+946.3%2.047%
7/11/2025Farther Finance Advisors LLC1,055$117K0.0%+103.7%0.022%
7/10/2025 Wedmont Private Capital2,042$228K0.0%N/A0.043%
6/16/2025Lynx Investment Advisory2,582$266K0.2%-19.6%0.056%
5/19/2025Jane Street Group LLC33,211$3.42M0.0%+14.2%0.730%
5/19/2025Client 1ST Advisory Group LLC2,023$208K0.1%-5.4%0.044%
5/16/2025Arete Wealth Advisors LLC2,302$237K0.0%-93.8%0.051%
5/16/2025Signature Estate & Investment Advisors LLC2,242$231K0.0%-16.9%0.049%
5/16/2025Jones Financial Companies Lllp124,388$12.81M0.0%+6,907.8%2.734%
5/16/2025Integrated Wealth Concepts LLC2,473$255K0.0%+11.4%0.054%
5/15/2025Royal Bank of Canada18,005$1.86M0.0%-12.5%0.396%
5/14/2025Northwestern Mutual Wealth Management Co.3,502$361K0.0%+279.0%0.077%
5/14/2025Kestra Advisory Services LLC7,803$804K0.0%+236.2%0.171%
5/13/2025Cresset Asset Management LLC25,807$2.66M0.0%-18.6%0.567%
5/13/2025Cookson Peirce & Co. Inc.4,295$442K0.0%-3.6%0.094%
5/13/2025HighTower Advisors LLC8,042$829K0.0%+110.4%0.177%
5/12/2025National Bank of Canada FI3,658$376K0.0%-11.6%0.080%
5/9/2025Banco Santander S.A.55,215$5.69M0.1%+16.7%1.214%
5/8/2025Harbour Investments Inc.584$60K0.0%-26.3%0.013%
5/7/2025LPL Financial LLC30,738$3.17M0.0%+4.3%0.676%
5/6/2025Cetera Investment Advisers2,580$266K0.0%-51.1%0.057%
5/6/2025Advisors Preferred LLC6,032$621K0.1%-59.0%0.133%
5/1/2025CWM LLC2,916$300K0.0%-23.6%0.064%
5/1/2025Family Firm Inc.4,993$514K0.1%-4.9%0.110%
4/30/2025M&T Bank Corp24,300$2.50M0.0%-12.3%0.534%
4/29/2025Envestnet Asset Management Inc.5,657$583K0.0%-70.7%0.124%
4/29/2025Wayfinding Financial LLC263$27K0.0%N/A0.006%
4/28/2025Strategic Financial Concepts LLC2,200$227K0.0%-98.9%0.048%
4/28/2025Money Design Co. Ltd.24,657$2.54M0.1%-15.2%0.542%
4/28/2025Vontobel Holding Ltd.6,000$618K0.0%+100.0%0.132%
4/24/2025Sunbelt Securities Inc.300$31K0.0%-66.6%0.007%
4/24/2025Mirae Asset Global Investments Co. Ltd.9,230$946K0.0%-29.6%0.203%
4/23/2025Spire Wealth Management2,716$280K0.0%-3.8%0.060%
4/23/2025International Assets Investment Management LLC2,639$272K0.0%-5.0%0.058%
4/23/2025Johnson Bixby & Associates LLC127,044$13.09M2.0%N/A2.792%
4/21/2025Provident Wealth Management LLC600$62K0.0%N/A0.013%
4/21/2025Beacon Capital Management LLC1,077$111K0.0%N/A0.024%
4/14/2025Farther Finance Advisors LLC518$53K0.0%+423.2%0.011%
4/10/2025EWG Elevate Inc.9,682$997K0.4%-44.0%0.213%
2/18/2025GTS Securities LLC2,236$215K0.0%N/A0.048%
2/18/2025McIlrath & Eck LLC2,552$245K0.0%-7.8%0.055%
2/17/2025DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main1,833$176K0.0%N/A0.039%
2/17/2025Cresset Asset Management LLC31,705$3.05M0.0%-36.3%0.682%
2/17/2025Bank of America Corp DE200,584$19.27M0.0%-1.8%4.314%
2/17/2025Ameriprise Financial Inc.23,456$2.25M0.0%-0.9%0.504%
2/14/2025Jane Street Group LLC29,080$2.79M0.0%N/A0.625%
2/13/2025Raymond James Financial Inc.6,295$605K0.0%N/A0.135%
2/13/2025Cerity Partners LLC6,220$597K0.0%-5.8%0.134%
2/13/2025Envestnet Asset Management Inc.19,305$1.85M0.0%-2.9%0.415%
2/13/2025Wells Fargo & Company MN15,965$1.53M0.0%+167.2%0.343%
2/12/2025Arete Wealth Advisors LLC37,336$3.59M0.3%+26.7%0.803%
2/12/2025National Bank of Canada FI4,140$398K0.0%+2.5%0.089%
2/12/2025Franklin Resources Inc.510$49K0.0%+41.7%0.011%
2/12/2025Pictet Asset Management Holding SA268,400$25.78M0.0%+6.0%5.772%
2/12/2025Sava Infond d.o.o.400$38K0.0%N/A0.009%
2/11/2025Lynx Investment Advisory3,213$309K0.2%+15.5%0.069%
2/11/2025LPL Financial LLC29,470$2.83M0.0%+13.5%0.634%
2/10/2025Family Firm Inc.5,248$504K0.1%-6.0%0.113%
2/10/2025Commonwealth Equity Services LLC4,641$446K0.0%-4.0%0.100%
2/7/2025HighTower Advisors LLC3,823$367K0.0%+4.3%0.082%
2/7/2025Banco Santander S.A.47,328$4.55M0.1%N/A1.018%
2/6/2025Raymond James Financial Inc.6,295$605K0.0%N/A0.135%
(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, 94 institutional investors and hedge funds held shares of iShares Global Financials ETF. The most heavily invested institutionals were Bank of America Corp DE ($31.26M), Pictet Asset Management Holding SA ($25.78M), Johnson Bixby & Associates LLC ($14.37M), Jones Financial Companies Lllp ($12.81M), EWG Elevate Inc. ($12.23M), Flow Traders U.S. LLC ($8.21M), and Leo Wealth LLC ($8.06M).Learn more on iShares Global Financials ETF's institutional investors.

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

Of the 65 institutional investors that purchased iShares Global Financials ETF's 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 ($129.63K), Jones Financial Companies Lllp ($122.81K), EWG Elevate Inc. ($112.45K), Leo Wealth LLC ($93.25K), and Jane Street Group LLC ($92.47K).

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

Institutional investors have bought a total of 1,469,754 shares in the last 24 months. This purchase volume represents approximately $147.00M in transactions.

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

Of the 39 institutional investors that sold iShares Global Financials ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($315.91K), Strategic Financial Concepts LLC ($189.91K), Arete Wealth Advisors LLC ($41.66K), Cresset Asset Management LLC ($30.96K), Jane Street Group LLC ($16.75K), Envestnet Asset Management Inc. ($14.47K), and Salomon & Ludwin LLC ($13.34K).

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

Institutional investors have sold a total of 698,573 shares in the last 24 months. This volume of shares sold represents approximately $69.63M in transactions.


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This page (NYSEARCA:IXG) was last updated on 10/15/2025 by MarketBeat.com Staff
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