IXG — ISHARES GLOBAL FINANCIALS ET
As of Q2 2026, 11 SEC-registered investment managers reported holding IXG (ISHARES GLOBAL FINANCIALS ET) in their latest 13F filings, with a combined reported value of $117.82M across 946.33K shares. That is +13.5% by share count (+112.27K shares) versus the previous quarter, while reported value moved +23.9%. Ownership is concentrated: the five largest holders account for 91.9% of reported value and the top ten for 99.9%.
Compared with the prior quarter, 2 opened new positions, 4 added to existing stakes, 5 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Morgan Stanley history | Q2 2026 | 463.36K | $57.69M | 0.00% | Add |
| Bank of America Corp history | Q2 2026 | 257.78K | $32.10M | 0.00% | Reduce |
| Wells Fargo & Co history | Q2 2026 | 67.13K | $8.36M | 0.00% | Add |
| Fidelity International (FIL) history | Q2 2026 | 50.09K | $6.24M | 0.00% | New |
| BlackRock Inc history | Q2 2026 | 31.03K | $3.86M | 0.00% | Reduce |
| Citadel Advisors history | Q2 2026 | 30.58K | $3.81M | 0.00% | Reduce |
| JPMorgan Chase & Co history | Q2 2026 | 12.51K | $1.56M | 0.00% | New |
| UBS Group AG history | Q2 2026 | 11.85K | $1.47M | 0.00% | Add |
| Citigroup Inc history | Q2 2026 | 11.09K | $1.38M | 0.00% | Add |
| Northern Trust Corp history | Q2 2026 | 9.69K | $1.21M | 0.00% | Reduce |
| Goldman Sachs Group history | Q4 2025 | 8.07K | $974.77K | 0.00% | New |
| Millennium Management history | Q2 2022 | 8.22K | $541.00K | 0.00% | Reduce |
| Prudential Financial history | Q2 2022 | 7.34K | $482.00K | 0.00% | Reduce |
| Moore Capital Management history | Q1 2022 | 4.45K | $354.00K | 0.01% | New |
| Principal Global Investors history | Q3 2021 | 3.63K | $285.00K | 0.00% | New |
| BNY Mellon history | Q3 2022 | 4.14K | $254.00K | 0.00% | New |
| Fidelity Management & Research (FMR) history | Q2 2026 | 1.23K | $152.80K | 0.00% | Reduce |
| Franklin Resources history | Q4 2025 | 510 | $61.60K | 0.00% | Hold |
| PNC Financial Services history | Q1 2026 | 30 | $3.42K | 0.00% | Hold |
| Renaissance Technologies history | Q4 2022 | 4.90K | $344 | 0.00% | Reduce |
New Positions (Q2 2026)
- Fidelity International (FIL) 50.09K sh · $6.24M
- JPMorgan Chase & Co 12.51K sh · $1.56M
Fully Exited (vs previous quarter)
- PNC Financial Services sold 30 sh · $3.42K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 1.82M | 1.66M | 430.37K | 347.99K | 387.16K | 358.43K | 379.25K | 376.29K | 378.98K | 378.69K | 382.07K | 373.53K | 375.65K | 376.65K | 396.34K | 406.60K | 395.37K | 379.65K | 388.16K | 463.36K |
| Bank of America Corp | 3.04M | 2.93M | 2.32M | 2.36M | 2.40M | 164.22K | 154.28K | 160.01K | 176.53K | 180.25K | 179.81K | 181.50K | 204.17K | 200.58K | 250.02K | 282.05K | 309.11K | 287.13K | 263.94K | 257.78K |
| Wells Fargo & Co | 194.22K | 173.07K | 98.38K | 61.20K | 49.72K | 35.82K | 27.41K | 25.03K | 23.56K | 8.86K | 7.75K | 6.46K | 5.98K | 15.96K | 17.50K | 27.62K | 31.12K | 43.74K | 64.02K | 67.13K |
| Fidelity International (FIL) | 12.15K | 12.87K | 12.62K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 50.09K |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | — | 14.04K | 27.17K | 42.05K | 39.29K | 33.08K | 40.70K | 31.03K |
| Citadel Advisors | — | 12.82K | 76.25K | 4.75K | 14.26K | 3.84K | 17.01K | 75.57K | — | — | 28.63K | 16.92K | — | — | 21.91K | 43.73K | — | 14.46K | 44.22K | 30.58K |
| JPMorgan Chase & Co | 31.54K | 9.04K | 7.11K | 6.57K | 19 | 110 | 74 | 3 | 37 | 2 | 2 | 312 | 3 | 4 | 179 | 166 | 2.12K | 2.13K | — | 12.51K |
| UBS Group AG | 243.19K | 204.15K | 97.36K | 59.22K | 53.69K | 61.77K | 42.49K | 36.34K | 17.01K | 19.20K | 17.86K | 19.37K | 18.18K | 20.93K | 11.89K | 11.41K | 10.84K | 11.29K | 10.24K | 11.85K |
| Citigroup Inc | 2.07K | 2.65K | 2.25K | 2.17K | 1.50K | 1.37K | 2.30K | 2.27K | 2.24K | 2.10K | 2.67K | 3.33K | 3.57K | 3.32K | 3.63K | 3.61K | 9.66K | 10.57K | 10.35K | 11.09K |
| Northern Trust Corp | 7.94K | 8.17K | 8.17K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 10.69K | 9.69K |
| Fidelity Management & Research (FMR) | 137 | 124 | 214 | 141 | 247 | 261 | 523 | 377 | 376 | 477 | 463 | 609 | 685 | 913 | 1.33K | 1.46K | 1.54K | 1.71K | 1.70K | 1.23K |
| Goldman Sachs Group | 21.28K | — | — | 150.00K | — | — | — | — | — | — | — | — | — | — | — | — | — | 8.07K | — | — |
| Franklin Resources | — | 360 | 360 | 360 | 360 | 360 | 360 | 360 | 360 | 360 | 360 | 360 | 360 | 510 | 510 | 510 | 510 | 510 | — | — |
| PNC Financial Services | 1.00K | 524 | 524 | 524 | 524 | 524 | 524 | 524 | 45 | 45 | 75 | 75 | 30 | 30 | 30 | 30 | 30 | 30 | 30 | — |
| Renaissance Technologies | 2.80K | 11.90K | 14.80K | 7.70K | 5.30K | 4.90K | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| BNY Mellon | 263.18K | 216.97K | — | — | 4.14K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Millennium Management | — | — | 64.78K | 8.22K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Moore Capital Management | — | — | 4.45K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Principal Global Investors | 3.63K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Prudential Financial | 56.06K | 43.08K | 10.64K | 7.34K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details