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iShares Global Financials ETF (IXG) Institutional Ownership

iShares Global Financials ETF logo
$112.13 +0.79 (+0.71%)
Closing price 08/8/2025 04:10 PM Eastern
Extended Trading
$112.08 -0.05 (-0.04%)
As of 08/8/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Global Financials ETF (NYSEARCA:IXG)

Number of
Institutional Buyers
(last 12 months)
46
Total
Institutional Inflows
(last 12 months)
$128.02M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$67.55M
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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
8/8/2025Cetera Investment Advisers2,741$304K0.0%+6.2%0.055%
8/6/2025 KCM Investment Advisors LLC5,576$618K0.0%N/A0.112%
8/6/2025 Atlantic Union Bankshares Corp403$45K0.0%N/A0.008%
8/4/2025 Spire Wealth Management1,607$178K0.0%-40.8%0.032%
8/1/2025 Envestnet Asset Management Inc.5,421$601K0.0%-4.2%0.108%
7/31/2025 City State Bank1,425$158K0.0%+16.3%0.029%
7/31/2025 Money Design Co. Ltd.23,373$2.59M0.1%-5.2%0.467%
7/31/2025 FSM Wealth Advisors LLC4,075$453K0.1%N/A0.082%
7/30/2025 Cookson Peirce & Co. Inc.4,122$457K0.0%-4.0%0.082%
7/30/2025 D.A. Davidson & CO.2,516$279K0.0%-21.6%0.050%
7/29/2025 Salomon & Ludwin LLC50,546$5.62M0.6%-5.6%1.011%
7/28/2025 Harbour Investments Inc.476$53K0.0%-18.5%0.010%
7/28/2025 Founders Grove Wealth Partners LLC16,468$1.83M0.5%+10.0%0.329%
7/25/2025 CWM LLC2,633$292K0.0%-9.7%0.053%
7/23/2025 Vontobel Holding Ltd.4,000$443K0.0%-33.3%0.081%
7/21/2025 Mirae Asset Global Investments Co. Ltd.4,300$477K0.0%-53.4%0.087%
7/18/2025 Client 1ST Advisory Group LLC1,812$201K0.1%-10.4%0.036%
7/18/2025 Lynx Investment Advisory2,199$244K0.2%-14.8%0.044%
7/17/2025 Janney Montgomery Scott LLC7,644$847K0.0%+27.9%0.154%
7/17/2025 Johnson Bixby & Associates LLC129,625$14.37M2.0%+2.0%2.619%
7/17/2025 Tiller Private Wealth Inc.4,450$494K0.2%+3.6%0.090%
7/16/2025 MontVue 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%
7/11/2025 Farther Finance Advisors LLC1,055$117K0.0%+103.7%0.022%
7/10/2025 Wedmont Private Capital2,042$228K0.0%N/A0.043%
6/16/2025 Lynx Investment Advisory2,582$266K0.2%-19.6%0.056%
5/19/2025Jane Street Group LLC33,211$3.42M0.0%+14.2%0.730%
5/19/2025 Client 1ST Advisory Group LLC2,023$208K0.1%-5.4%0.044%
5/16/2025Arete Wealth Advisors LLC2,302$237K0.0%-93.8%0.051%
5/16/2025 Signature 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%
5/13/2025 Cookson 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%
5/9/2025 Banco Santander S.A.55,215$5.69M0.1%+16.7%1.214%
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5/8/2025 Harbour 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%
5/6/2025 Advisors Preferred LLC6,032$621K0.1%-59.0%0.133%
5/1/2025 CWM LLC2,916$300K0.0%-23.6%0.064%
5/1/2025Family Firm Inc.4,993$514K0.1%-4.9%0.110%
4/30/2025M&T Bank Corp24,300$2.50M0.0%-12.3%0.534%
4/29/2025 Envestnet Asset Management Inc.5,657$583K0.0%-70.7%0.124%
4/29/2025Wayfinding 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%
4/24/2025Sunbelt 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%
2/18/2025GTS 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%
2/13/2025 Envestnet 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%
2/12/2025 Sava Infond d.o.o.400$38K0.0%N/A0.009%
2/11/2025 Lynx Investment Advisory3,213$309K0.2%+15.5%0.069%
2/11/2025LPL Financial LLC29,470$2.83M0.0%+13.5%0.634%
2/10/2025Family Firm Inc.5,248$504K0.1%-6.0%0.113%
2/10/2025 Commonwealth Equity Services LLC4,641$446K0.0%-4.0%0.100%
2/7/2025HighTower Advisors LLC3,823$367K0.0%+4.3%0.082%
2/7/2025 Banco Santander S.A.47,328$4.55M0.1%N/A1.018%
2/6/2025Raymond 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%
2/6/2025Jones Financial Companies Lllp1,775$171K0.0%+12.6%0.038%
2/5/2025Fisher 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%
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2/3/2025Private 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%
1/29/2025Gladstone 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%
(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, 92 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 ($14.37M), Jones Financial Companies Lllp ($12.81M), EWG Elevate Inc. ($11.23M), Leo Wealth LLC ($8.06M), and Banco Santander S.A. ($5.69M).Learn more on iShares Global Financials ETF's institutional investors.

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

Of the 62 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. ($108.92K), 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 1,300,767 shares in the last 24 months. This purchase volume represents approximately $128.02M in transactions.

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

Of the 37 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 ($23.98K), Money Design Co. Ltd. ($19.19K), 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 680,954 shares in the last 24 months. This volume of shares sold represents approximately $67.55M in transactions.



This page (NYSEARCA:IXG) was last updated on 8/9/2025 by MarketBeat.com Staff
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