
iShares Global Financials is an exchange-traded fund on ARCA. As of Q3 2025, 128 institutional investors hold shares in this ETF, with total holdings valued at $280.3M. MORGAN STANLEY is the largest holder with a position valued at $46.1M.
Overview of institutional ownership in IXG as of Q3 2025
Institutions with the largest positions in IXG as of Q3 2025
| Institution | Position Value |
|---|---|
MORGAN STANLEY RIA/Wealth | $46.1M 0.00% of portfolio |
Pictet Asset Management Holding SA Long Only Manager | $42.7M 0.04% of portfolio |
BANK OF AMERICA CORP /DE/ Institution | $36.1M 0.00% of portfolio |
Johnson Bixby & Associates, LLC RIA/Wealth | $15.3M 1.96% of portfolio |
E EWG Elevate Inc. Institution | $12.2M 3.82% of portfolio |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $11.3M 0.00% of portfolio |
AMERIPRISE FINANCIAL INC Institution | $9.5M 0.00% of portfolio |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $8.1M 0.00% of portfolio |
Cambria Investment Management, L.P. ETF Provider | $7.9M 0.46% of portfolio |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $7.6M 0.01% of portfolio |
Institutional buying and selling activity for IXG in Q3 2025
| Institution | Net Bought |
|---|---|
Pictet Asset Management Holding SA Long Only Manager | +$18.0M +154.2K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$10.6M +91.2K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$7.1M +61.1K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$6.8M +58.5K shares |
Outlook Wealth Advisors, LLC RIA/Wealth | +$5.1M +43.8K shares |
BANK OF AMERICA CORP /DE/ Institution | +$3.2M +27.1K shares |
Farther Finance Advisors, LLC RIA/Wealth | +$2.0M +17.3K shares |
R ROYAL BANK OF CANADA Institution | +$2.0M +16.8K shares |
AMERIPRISE FINANCIAL INC Institution | +$2.0M +16.8K shares |
A Advisor Group Holdings, Inc. Institution | +$1.5M +12.7K shares |
| Institution | Net Sold |
|---|---|
F FLOW TRADERS U.S. LLC Institution | −$7.3M −62.9K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$4.8M −43.7K shares |
J JANE STREET GROUP, LLC Institution | −$1.8M −16.5K shares |
MORGAN STANLEY RIA/Wealth | −$1.3M −11.2K shares |
Cambria Investment Management, L.P. ETF Provider | −$395.5K −3.4K shares |
B BlackRock, Inc. Institution | −$322.1K −2.8K shares |
Lynx Investment Advisory RIA/Wealth | −$243.7K −2.2K shares |
B Banco Santander, S.A. Institution | −$235.0K −2.0K shares |
Wedmont Private Capital RIA/Wealth | −$227.9K −2.0K shares |
−$210.7K −1.8K shares |
Institutions that initiated new positions or completely exited IXG in Q3 2025
| Institution | Position Value |
|---|---|
Smartleaf Asset Management LLC Long Only Manager | $1.0M 8.7K shares |
H Hilltop Holdings Inc. Institution | $550.9K 4.7K shares |
Waterloo Capital, L.P. RIA/Wealth | $406.7K 3.5K shares |
MONECO Advisors, LLC RIA/Wealth | $316.6K 2.7K shares |
$206.2K 1.8K shares | |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC Long Only Manager | $122.6K 1.1K shares |
B BOKF, NA Institution | $36.8K 315.0 shares |
Sontag Advisory, LLC RIA/Wealth | $11.8K 101.0 shares |
Wall Street Access Asset Management, LLC RIA/Wealth | $700.0 6.0 shares |
| Institution | Previous Position |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $4.8M 43.7K shares |
J JANE STREET GROUP, LLC Institution | $1.8M 16.5K shares |
Lynx Investment Advisory RIA/Wealth | $243.7K 2.2K shares |
Wedmont Private Capital RIA/Wealth | $227.9K 2.0K shares |
B Beacon Capital Management, LLC RIA/Wealth | $120.9K 1.1K shares |
T TD Waterhouse Canada Inc. Institution | $32.3K 291.0 shares |
Riggs Asset Managment Co. Inc. RIA/Wealth | $25.8K 233.0 shares |
SRS Capital Advisors, Inc. RIA/Wealth | $22.9K 207.0 shares |
Cornerstone Planning Group LLC RIA/Wealth | $1.7K 15.0 shares |
T Tower Research Capital LLC Institution | $111.0 1.0 shares |
Institutions with the largest Call and Put options positions in IXG as of Q3 2025
| Institution | Position Value |
|---|---|
BOOTHBAY FUND MANAGEMENT, LLC Fund of Funds | $5.6M 207.0 contracts |
| Institution | Position Value |
|---|---|
BOOTHBAY FUND MANAGEMENT, LLC Fund of Funds | $13.9M 511.0 contracts |
Institutions with IXG as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
E EWG Elevate Inc. Institution | 3.82% $12.2M |
Johnson Bixby & Associates, LLC RIA/Wealth | 1.96% $15.3M |
Outlook Wealth Advisors, LLC RIA/Wealth | 1.31% $5.1M |
S Salomon & Ludwin, LLC Institution | 0.53% $5.9M |
Cambria Investment Management, L.P. ETF Provider | 0.46% $7.9M |
FOUNDERS GROVE WEALTH PARTNERS, LLC RIA/Wealth | 0.45% $1.9M |
P PARTNERS WEALTH MANAGEMENT, LLC Institution | 0.29% $287.8K |
S SENTINEL TRUST CO LBA Institution | 0.20% $1.8M |
MontVue Capital Management, Inc. RIA/Wealth | 0.20% $298.8K |
YOUNGS ADVISORY GROUP, INC. RIA/Wealth | 0.19% $522.1K |
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