Who Owns iShares Global Financials ETF (IXG)?Hedge Fund & Institutional Holders

$111.81-0.23 (-0.21%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$4.5000411302000015e+188T

% of Float Held

—

QoQ Change in Holders

+15 / -2

Price History

$90.79$99.12$107.44$115.77$124.09Sep 24Jun 25Mar 26

IXG — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Johnson Bixby & Associates, LLCNew Position+131K+$15.8M
ENVESTNET ASSET MANAGEMENT INCNew Position+87K+$10.0M
Salomon & Ludwin, LLCNew Position+50K+$6.2M
Outlook Wealth Advisors, LLCNew Position+44K+$5.3M
JANE STREET GROUP, LLCNew Position+33K+$3.0M
Janney Montgomery Scott LLCNew Position+23K+$2.0M
FOUNDERS GROVE WEALTH PARTNERS, LLCNew Position+16K+$2.0M
SENTINEL TRUST CO LBANew Position+16K+$1.9M
DECISION INVESTMENTS, INCNew Position+12K+$1.5M
FSM Wealth Advisors, LLCNew Position+9K+$1.1M
CITADEL ADVISORS LLCNew Position+14K+$1.0M
Smartleaf Asset Management LLCNew Position+12K+$1.0M
MGB Wealth Management, LLCNew Position+5K+$623K
JTC Employer Solutions Trustee LtdNew Position+5K+$568K
Tiller Private Wealth, Inc.New Position+5K+$555K

IXG — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
MORGAN STANLEYDecreased-16K-$46.1B
Pictet Asset Management Holding SADecreased-28K-$42.6B
BANK OF AMERICA CORP /DE/Decreased-22K-$36.0B
EWG Elevate Inc.Closed Position-105K-$12.2B
AMERIPRISE FINANCIAL INCDecreased-13K-$9.5B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-7K-$7.6B
BlackRock, Inc.Decreased-6K-$4.6B
Cresset Asset Management, LLCDecreased-8K-$3.0B
M&T BANK CORPDecreased-24K-$2.8B
Farther Finance Advisors, LLCDecreased-17K-$2.1B
Snowden Capital Advisors LLCDecreased-149-$1.1B
PRINCIPAL SECURITIES, INC.Decreased-17-$985.7M
Fisher Asset Management, LLCDecreased-102-$791.3M
Equitable Holdings, Inc.Decreased-59-$733.8M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am MainClosed Position-6K-$680.7M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MORGAN STANLEY379,651$45.0M0.00%Share
2Pictet Asset Management Holding SA337,660$41.1M0.04%Share
3BANK OF AMERICA CORP /DE/170,786$20.0M0.00%Share
4Johnson Bixby & Associates, LLC131,212$15.8M1.96%Share
5BOOTHBAY FUND MANAGEMENT, LLC43,900$13.0M0.19%Put
6HighTower Advisors, LLC106,705$12.0M0.01%Share
7ENVESTNET ASSET MANAGEMENT INC87,216$10.0M0.00%Share
8RAYMOND JAMES FINANCIAL INC76,917$9.0M0.00%Share
9Cambria Investment Management, L.P.78,116$9.0M0.53%Share
10BANK OF AMERICA CORP /DE/76,959$9.0M0.00%Share
11AMERIPRISE FINANCIAL INC68,612$8.0M0.00%Share
12BOOTHBAY FUND MANAGEMENT, LLC25,100$7.0M0.10%Call
13Banco Santander, S.A.59,821$7.0M0.05%Share
14Salomon & Ludwin, LLC50,202$6.2M0.55%Share
15LPL Financial LLC52,123$6.0M0.00%Share
16SUSQUEHANNA INTERNATIONAL GROUP, LLP57,408$6.0M0.00%Share
17Outlook Wealth Advisors, LLC43,517$5.3M1.19%Share
18OSAIC HOLDINGS, INC.34,007$4.0M0.01%Share
19ROYAL BANK OF CANADA34,111$4.0M0.00%Share
20BlackRock, Inc.33,075$3.0M0.00%Share
21JANE STREET GROUP, LLC32,602$3.0M0.00%Share
22BANK OF AMERICA CORP /DE/25,602$3.0M0.00%Share
23Private Advisor Group, LLC17,224$2.0M0.01%Share
24Janney Montgomery Scott LLC23,368$2.0M0.00%Share
25WELLS FARGO & COMPANY/MN21,062$2.0M0.00%Share
26Cresset Asset Management, LLC17,469$2.0M0.01%Share
27FOUNDERS GROVE WEALTH PARTNERS, LLC16,315$2.0M0.44%Share
28SENTINEL TRUST CO LBA15,800$1.9M0.19%Share
29DECISION INVESTMENTS, INC12,346$1.5M1.63%Share
30Anchor Investment Management, LLC10$1.2M0.00%Share
31UBS Group AG8,838$1.1M0.00%Share
32FSM Wealth Advisors, LLC8,727$1.1M0.14%Share
33LOM Asset Management Ltd8,530$1.0M0.30%Share
34Snowden Capital Advisors LLC9,649$1.0M0.03%Share
35CITIGROUP INC10,567$1.0M0.00%Share
36PRINCIPAL SECURITIES, INC.8,440$1.0M0.02%Share
37WELLS FARGO & COMPANY/MN9,897$1.0M0.00%Share
38WELLS FARGO & COMPANY/MN12,369$1.0M0.00%Share
39CITADEL ADVISORS LLC14,455$1.0M0.00%Share
40Smartleaf Asset Management LLC11,958$1.0M0.04%Share
41BANK OF AMERICA CORP /DE/13,779$1.0M0.00%Share
42MGB Wealth Management, LLC5,139$623K0.18%Share
43JTC Employer Solutions Trustee Ltd4,700$568K0.04%Share
44Tiller Private Wealth, Inc.4,600$555K0.20%Share
45Mirae Asset Global Investments Co., Ltd.3,770$455K0.00%Share
46AE Wealth Management LLC2,963$357K0.00%Share
47FIFTH THIRD BANCORP2,888$348K0.00%Share
48TCFG WEALTH MANAGEMENT, LLC2,793$337K0.13%Share
49Mesirow Financial Investment Management, Inc.2,775$335K0.01%Share
50CWM, LLC2,590$313K0.00%Share

IXG Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025136$261.4M+51
Q3 202585$226.5B-29
Q2 2025114$119.7B-11
Q1 2025125$192.4B+10
Q4 2024115$1.1T+27
Q3 202488$86.0T-4
Q2 202492$88.0T+12
Q1 202480$94.1T—

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As of Q4 2025, 50 institutional investors hold IXG (iShares Global Financials ETF). The largest holder is MORGAN STANLEY with $45.0M in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own IXG?

As of Q4 2025, 50 institutional investors report holding IXG (iShares Global Financials ETF) in their 13F filings.

Who is the largest institutional holder of IXG?

The largest institutional holder of IXG is MORGAN STANLEY with $45.0M in shares.

Is institutional ownership of IXG increasing or decreasing?

This quarter, 15 institutions opened new positions in IXG and 2 closed their positions.