We are live on ! Find out more
IXN icon

iShares Global Tech ETF

370 hedge funds and large institutions have $3.46B invested in iShares Global Tech ETF in 2020 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 127 increasing their positions, 119 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 26

56% more funds holding in top 10

Funds holding in top 10: 914 (+5)

19% more capital invested

Capital invested by funds: $2.9B → $3.46B (+$554M)

17.05% more ownership

Funds ownership: 395.96%413.01% (+17%)

10% more funds holding

Funds holding: 335370 (+35)

7% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 119

Holders
370
Holders Change
+35
Holders Change %
+10.45%
% of All Funds
6.55%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.25%
New
66
Increased
127
Reduced
119
Closed
26
Calls
$240K
Puts
Net Calls
+$240K
Net Calls Change
+$4.34M
Name Holding Trade Value Shares
Change
Change in
Stake
SP
226
Successful Portfolios
Florida
$452K +$15.3K +330 +4%
JIP
227
Jaffetilchin Investment Partners
Florida
$446K -$68.8K -1,488 -14%
LWP
228
Lumature Wealth Partners
Georgia
$442K +$408K +8,826 New
EHC
229
Everett Harris & Co
California
$435K
SS
230
Sunbelt Securities
Texas
$435K +$87.4K +1,890 +28%
Brown Advisory
231
Brown Advisory
Maryland
$428K +$172K +3,720 +77%
SWP
232
Summit Wealth Partners
Florida
$425K
GIA
233
Gladstone Institutional Advisory
Florida
$423K +$19.1K +414 +5%
HIM
234
Hanlon Investment Management
New Jersey
$421K +$28.3K +612 +8%
WA
235
Wealth Alliance
New York
$404K +$374K +8,082 New
SFG
236
Summit Financial Group
West Virginia
$402K
NFG
237
Next Financial Group
Texas
$401K +$39.9K +864 +12%
FAIM
238
Financial Advocates Investment Management
Washington
$380K +$207K +4,482 +52%
IA
239
IFG Advisory
Georgia
$374K -$28K -606 -7%
KCA
240
Karn Couzens & Associates
Connecticut
$374K +$345K +7,470 New
GVAG
241
Great Valley Advisor Group
Delaware
$372K -$11.4K -246 -3%
WA
242
WealthTrust Axiom
Pennsylvania
$369K
SWA
243
Stratos Wealth Advisors
Ohio
$366K -$25.2K -546 -7%
VWA
244
VERITY Wealth Advisors
United States
$357K
BIM
245
Baldwin Investment Management
Pennsylvania
$356K -$76.3K -1,650 -19%
FTUS
246
Flow Traders U.S.
New York
$343K +$317K +6,858 New
EFS
247
Essex Financial Services
Connecticut
$337K -$53.5K -1,158 -15%
VFA
248
Voya Financial Advisors
Connecticut
$334K +$1.94K +42 +0.6%
IWS
249
Insight Wealth Strategies
California
$331K +$306K +6,624 New
Renaissance Technologies
250
Renaissance Technologies
New York
$330K -$139K -3,000 -31%

IXN Hedge Fund Activity: Q4 2020 in Review

370 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q4 2020, worth a combined $3.46B — up 19% from $2.9B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new IXN positions and 26 closed out — a net gain of 40 holders — while 127 added to existing stakes and 119 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $49.5M. The largest seller was Fisher Asset Management, cutting an estimated $36.8M.

  • 370 institutional investors held iShares Global Tech ETF (IXN) as of Q4 2020, up from 335 in Q3 2020.
  • Funds reported $3.46B of iShares Global Tech ETF stock for Q4 2020, up 19% quarter-over-quarter.
  • 66 funds opened new iShares Global Tech ETF positions in Q4 2020 and 26 closed out, a net change of +40 holders.
  • The largest iShares Global Tech ETF buyer in Q4 2020 was Morgan Stanley, an estimated $49.5M added.
  • The largest iShares Global Tech ETF seller in Q4 2020 was Fisher Asset Management, an estimated $36.8M sold.

Based on aggregated 13F filings for Q4 2020.