iShares Global Financials ETF (IXG)

• Market cap: $432M
• 1 day: 0.33%
• 5 days: -2.64%
• 1 month: -4.95%
• 3 months: 1.48%
• 6 months: 11.86%
• Year to date: 22.36%
• 1 year: 22.41%
• 5 years: 40.11%
• 10 years: 68.06%

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

5% less funds holding

Funds holding: 118 [Q2] → 112 (-6) [Q3]

5.39% less ownership

Funds ownership: 49.41% [Q2] → 44.02% (-5.39%) [Q3]

8% less capital invested

Capital invested by funds: $167M [Q2] → $153M (-$14M) [Q3]

35% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 17

61% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 44