Who Owns IXG?
iShares Global Financials ETF — Institutional Ownership & 13F Holdings
$120.59
+0.40 (+0.33%)
Market Cap
$627.4M
Shares Outstanding
5,450,000
Institutional Holders
125
Total Inst. Value
$548.5M
% of Float Held
—
QoQ Holder Change
+45
Institutional data as of Q1 2025
New Positions
21
Closed Positions
11
Increased
31
Decreased
39
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $360.8M | 3,502 |
| 2 | MORGAN STANLEY | $40.8M | 396,342 |
| 3 | Pictet Asset Management Holding SA | $33.0M | 322,100 |
| 4 | BANK OF AMERICA CORP /DE/ | $25.8M | 250,024 |
| 5 | Johnson Bixby & Associates, LLCNew | $13.1M | 127,044 |
| 6 | JONES FINANCIAL COMPANIES LLLP | $11.2M | 124,388 |
| 7 | Cambria Investment Management, L.P. | $8.9M | 86,726 |
| 8 | Banco Santander, S.A. | $5.7M | 55,215 |
| 9 | Salomon & Ludwin, LLC | $5.5M | 53,539 |
| 10 | JANE STREET GROUP, LLC | $3.4M | 33,211 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | +3K | $360.8M |
| MORGAN STANLEY | +20K | $40.8M |
| Pictet Asset Management Holding SA | +54K | $33.0M |
| BANK OF AMERICA CORP /DE/ | +49K | $25.8M |
| Johnson Bixby & Associates, LLCNew | +127K | $13.1M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Strategic Financial Concepts, LLC | -190K | $227K |
| Richard Bernstein Advisors LLC | -55K | $206 |
| Arete Wealth Advisors, LLC | -35K | $237K |
| ENVESTNET ASSET MANAGEMENT INC | -14K | $583K |
| UBS Group AG | -9K | $1.2M |
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Frequently Asked Questions
How many institutional investors hold IXG?
As of Q1 2025, 125 institutional investors report holding IXG (iShares Global Financials ETF) in their 13F filings.
Which hedge fund owns the most IXG?
The largest institutional holder of IXG is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $360.8M in shares.
Are institutions buying or selling IXG?
This quarter, 21 institutions opened new positions in IXG and 11 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.