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iShares Global Tech ETF

293 hedge funds and large institutions have $1.75B invested in iShares Global Tech ETF in 2020 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 67 increasing their positions, 137 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

29.76% more ownership

Funds ownership: 401.06%430.83% (+30%)

8% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 40

4% less funds holding

Funds holding: 304293 (-11)

22% less capital invested

Capital invested by funds: $2.23B → $1.75B (-$483M)

50% less funds holding in top 10

Funds holding in top 10: 105 (-5)

51% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 137

Holders
293
Holders Change
-11
Holders Change %
-3.62%
% of All Funds
6.46%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.11%
New
37
Increased
67
Reduced
137
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
226
Belpointe Asset Management
Nevada
$129K +$147K +4,254 New
GEA
227
Glen Eagle Advisors
New Jersey
$115K -$622 -18 -0.5%
VFA
228
Valeo Financial Advisors
Indiana
$112K +$20.9K +606 +21%
AIC
229
Ameritas Investment Company
Nebraska
$111K -$16.2K -468 -11%
OPS
230
Orion Portfolio Solutions
Nebraska
$107K -$21.4K -618 -15%
CF
231
Centaurus Financial
California
$102K +$5.81K +168 +5%
GRP
232
Global Retirement Partners
California
$97K -$13.9K -402 -11%
LWM
233
Lenox Wealth Management
Ohio
$96K -$7.26K -210 -6%
EAM
234
Erste Asset Management
Austria
$91.2K
Bank Julius Baer & Co
235
Bank Julius Baer & Co
Switzerland
$91K +$104K +3,000 New
TC
236
Truvestments Capital
Florida
$91K +$104K +3,000 New
KFI
237
Key Financial Inc
Pennsylvania
$84K +$93.3K +2,700 New
VC
238
Vestor Capital
Illinois
$80K
CWP
239
CFM Wealth Partners
Texas
$65K -$4.35K -126 -6%
CA
240
Clearstead Advisors
Ohio
$58K +$66.4K +1,920 New
ME
241
McIlrath & Eck
Washington
$57K
WAP
242
Wealthcare Advisory Partners
Pennsylvania
$53K -$40.8K -1,182 -40%
EP
243
Eudaimonia Partners
Tennessee
$48K -$62.6K -1,812 -54%
SC
244
Sawyer & Company
Massachusetts
$46K
IF
245
Ironwood Financial
Arizona
$44K +$49.8K +1,440 New
GT
246
Glenmede Trust
Pennsylvania
$42K
First Manhattan
247
First Manhattan
New York
$39K
CTC
248
Central Trust Company
Missouri
$38K
SFA
249
Stewardship Financial Advisors
Georgia
$36K -$8.5K -246 -17%
JCM
250
Jacobi Capital Management
Pennsylvania
$33K

IXN Hedge Fund Activity: Q1 2020 in Review

293 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q1 2020, worth a combined $1.75B — down 22% from $2.23B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of IXN and 37 opened new positions — a net loss of 3 holders — while 137 trimmed existing stakes and 67 added.

The largest buyer was J. Safra Asset Management, adding an estimated $275M. The largest seller was Envestnet Asset Management, cutting an estimated $80.1M.

  • 293 institutional investors held iShares Global Tech ETF (IXN) as of Q1 2020, down from 304 in Q4 2019.
  • Funds reported $1.75B of iShares Global Tech ETF stock for Q1 2020, down 22% quarter-over-quarter.
  • 37 funds opened new iShares Global Tech ETF positions in Q1 2020 and 40 closed out, a net change of -3 holders.
  • The largest iShares Global Tech ETF buyer in Q1 2020 was J. Safra Asset Management, an estimated $275M added.
  • The largest iShares Global Tech ETF seller in Q1 2020 was Envestnet Asset Management, an estimated $80.1M sold.

Based on aggregated 13F filings for Q1 2020.