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iShares Global Tech ETF

234 hedge funds and large institutions have $1.91B invested in iShares Global Tech ETF in 2019 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 97 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 13

94% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 50

47% more capital invested

Capital invested by funds: $1.3B → $1.91B (+$608M)

43.37% more ownership

Funds ownership: 358.71%402.07% (+43%)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

13% more funds holding

Funds holding: 207234 (+27)

Holders
234
Holders Change
+27
Holders Change %
+13.04%
% of All Funds
5.06%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.17%
New
42
Increased
97
Reduced
50
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
226
Golden State Wealth Management
California
$10K +$8.9K +336 New
DWA
227
Dougherty Wealth Advisers
Minnesota
$9K
BFEC
228
Benjamin F. Edwards & Company
Missouri
$6K
CFD
229
Creative Financial Designs
Indiana
$6K +$3.97K +150 +250%
OWA
230
One Wealth Advisors
California
$6K +$5.4K +204 New
QAM
231
QCI Asset Management
New York
$3K +$3.18K +120 New
APSP
232
Asset Planning Services (Pennsylvania)
Pennsylvania
$2K +$159 +6 +13%
JPLA
233
Joseph P. Lucia & Associates
New York
$55 +$1.54M +58,218 New
Susquehanna International Group
234
Susquehanna International Group
Pennsylvania
-$2.85M -118,860 Closed
RFO
235
RiverGlades Family Offices
Florida
-$2.78M -115,992 Closed
LBD
236
Landsberg Bennett & Dubbaneh
Florida
-$2.15M -89,532 Closed
SXL
237
Summit X LLC
Missouri
-$1.66M -69,090 Closed
KM
238
Kalos Management
Georgia
-$1.15M -47,736 Closed
NFG
239
Next Financial Group
Texas
-$841K -35,052 Closed
GVAG
240
Great Valley Advisor Group
Delaware
-$214K -28,890 Closed
SFI
241
SPC Financial Inc
Maryland
-$496K -20,670 Closed
TSS
242
Two Sigma Securities
New York
-$473K -19,722 Closed
MOS
243
MGO One Seven
Ohio
-$93K -3,888 Closed
Chevy Chase Trust
244
Chevy Chase Trust
Maryland
-$15K -612 Closed
SFSIG
245
San Francisco Sentry Investment Group
California
-$14K -600 Closed
AF
246
Advisornet Financial
Minnesota
-$2K -72 Closed

IXN Hedge Fund Activity: Q1 2019 in Review

234 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q1 2019, worth a combined $1.91B — up 47% from $1.3B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new IXN positions and 13 closed out — a net gain of 29 holders — while 97 added to existing stakes and 50 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $71.1M. The largest seller was Raymond James & Associates, cutting an estimated $6.69M.

  • 234 institutional investors held iShares Global Tech ETF (IXN) as of Q1 2019, up from 207 in Q4 2018.
  • Funds reported $1.91B of iShares Global Tech ETF stock for Q1 2019, up 47% quarter-over-quarter.
  • 42 funds opened new iShares Global Tech ETF positions in Q1 2019 and 13 closed out, a net change of +29 holders.
  • The largest iShares Global Tech ETF buyer in Q1 2019 was Envestnet Asset Management, an estimated $71.1M added.
  • The largest iShares Global Tech ETF seller in Q1 2019 was Raymond James & Associates, an estimated $6.69M sold.

Based on aggregated 13F filings for Q1 2019.