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iShares Global Tech ETF

457 hedge funds and large institutions have $4.1B invested in iShares Global Tech ETF in 2021 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 101 increasing their positions, 180 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 31

15% more funds holding

Funds holding: 396457 (+61)

0% less capital invested

Capital invested by funds: $4.11B → $4.1B (-$8.17M)

2.17% less ownership

Funds ownership: 71.27%69.1% (-2.2%)

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

44% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 180

Holders
457
Holders Change
+61
Holders Change %
+15.4%
% of All Funds
7.03%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
97
Increased
101
Reduced
180
Closed
31
Calls
$586K
Puts
Net Calls
+$586K
Net Calls Change
+$172K
Name Holding Trade Value Shares
Change
Change in
Stake
LF
226
Lantz Financial
Illinois
$746K -$42.4K -690 -6%
AA
227
Aire Advisors
California
$717K +$684K +11,130 New
JWCA
228
J.W. Cole Advisors
Florida
$717K +$685K +11,141 New
NL
229
NWAM LLC
Washington
$716K -$53K -862 -7%
IF
230
Intrua Financial
Texas
$707K -$113K -1,840 -14%
MFW
231
Meristem Family Wealth
Minnesota
$704K
MIA
232
MMBG Investment Advisors
Florida
$688K +$656K +10,684 New
OBWG
233
Onyx Bridge Wealth Group
New York
$684K -$32.5K -529 -5%
MIH
234
Meitav Investment House
Israel
$682K -$3.07K -50 -0.5%
BCI
235
Brinker Capital Investments
Pennsylvania
$678K +$647K +10,523 New
Brown Advisory
236
Brown Advisory
Maryland
$675K +$322K +5,238 +100%
IA
237
IFP Advisors
Florida
$668K -$152K -2,472 -20%
IA
238
IFG Advisory
Georgia
$668K +$153K +2,488 +31%
KWA
239
KCS Wealth Advisory
California
$653K -$16.2K -264 -3%
GSWM
240
Golden State Wealth Management
California
$646K +$90.8K +1,477 +17%
MSA
241
Marino Stram & Associates
Massachusetts
$630K +$45.7K +744 +8%
TPWA
242
TRUE Private Wealth Advisors
Oregon
$629K -$241K -3,916 -29%
DADC
243
D.A. Davidson & Co
Montana
$628K -$43.1K -702 -7%
CAM
244
Cresset Asset Management
Illinois
$595K +$568K +9,240 New
SPWM
245
Schrum Private Wealth Management
Florida
$595K +$569K +9,260 New
SI
246
Stephens Inc
Arkansas
$594K -$14.1K -230 -2%
SWA
247
Strategies Wealth Advisors
Michigan
$586K +$559K +9,100 New
JIP
248
Jaffetilchin Investment Partners
Florida
$577K +$1.23K +20 +0.2%
BWM
249
BlackDiamond Wealth Management
New York
$574K +$547K +8,910 New
SCFS
250
S.C. Financial Services
Arizona
$572K +$574K +9,350 New

IXN Hedge Fund Activity: Q4 2021 in Review

457 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q4 2021, worth a combined $4.1B — down 0.2% from $4.11B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new IXN positions and 31 closed out — a net gain of 66 holders — while 101 added to existing stakes and 180 trimmed.

The largest buyer was Pictet Asset Management (Switzerland), adding an estimated $21.7M. The largest seller was Envestnet Asset Management, cutting an estimated $282M.

  • 457 institutional investors held iShares Global Tech ETF (IXN) as of Q4 2021, up from 396 in Q3 2021.
  • Funds reported $4.1B of iShares Global Tech ETF stock for Q4 2021, down 0.2% quarter-over-quarter.
  • 97 funds opened new iShares Global Tech ETF positions in Q4 2021 and 31 closed out, a net change of +66 holders.
  • The largest iShares Global Tech ETF buyer in Q4 2021 was Pictet Asset Management (Switzerland), an estimated $21.7M added.
  • The largest iShares Global Tech ETF seller in Q4 2021 was Envestnet Asset Management, an estimated $282M sold.

Based on aggregated 13F filings for Q4 2021.