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iShares Global Tech ETF
IXN

430 hedge funds and large institutions have $2.41B invested in iShares Global Tech ETF in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 120 increasing their positions, 135 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 38

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

7% more capital invested

Capital invested by funds: $2.24B → $2.41B (+$164M)

0% more funds holding

Funds holding: 428 → 430 (+2)

2.05% less ownership

Funds ownership: 48.88% → 46.83% (-2%)

11% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 135

Holders
430
Holders Change
+2
Holders Change %
+0.47%
% of All Funds
6.21%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
48
Increased
120
Reduced
135
Closed
38
Calls
$290K
Puts
–
Net Calls
+$290K
Net Calls Change
-$92K

Top Buyers

1
PCH
PGIM Custom Harvest
New Jersey
+$59M
2
PS
Portfolio Strategies
New York
+$26.8M
3
TI
Tidal Investments
Wisconsin
+$9.51M
4
VIA
Vickerman Investment Advisors
Washington
+$8.78M
5
SGWM
Sterling Group Wealth Management
California
+$7.83M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$79.8M
2
AssetMark Inc
AssetMark Inc
California
-$42.1M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$12.6M
4
Pictet Asset Management
Pictet Asset Management
Switzerland
-$9.58M
5
GF
Gimbal Financial
Indiana
-$9.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
226
CFS Investment Advisory Services
New Jersey
$500K +$460K +6,032 New
MOS
227
MGO One Seven
Ohio
$499K +$36.7K +482 +9%
KTA
228
Keeley-Teton Advisors
Illinois
$497K – – –
CWA
229
Continuum Wealth Advisors
New York
$477K -$68.3K -897 -13%
RJT
230
Raymond James Trust
Florida
$452K – – –
OC
231
Oppenheimer & Co
New York
$452K – – –
PTC
232
Private Trust Company
Ohio
$441K -$5.41K -71 -1%
William Blair & Company
233
William Blair & Company
Illinois
$439K +$152 +2 +0%
HFA
234
High Falls Advisors
New York
$436K +$152 +2 +0%
TNB
235
Thomasville National Bank
Georgia
$421K – – –
IWM
236
IHT Wealth Management
Illinois
$415K -$193K -2,532 -34%
NAM
237
NorthCrest Asset Manangement
Minnesota
$414K +$380K +4,993 New
Deutsche Bank
238
Deutsche Bank
Germany
$412K -$44.1K -579 -10%
MFA
239
Mayflower Financial Advisors
Massachusetts
$411K -$1.83K -24 -0.5%
GWANC
240
Guardian Wealth Advisors (North Carolina)
North Carolina
$411K +$762 +10 +0.2%
EM
241
Excalibur Management
Massachusetts
$406K +$17.7K +232 +5%
BCM
242
Brookstone Capital Management
Illinois
$405K +$8.91K +117 +2%
PA
243
PFG Advisors
Arizona
$398K +$5.94K +78 +2%
VCP
244
Vista Capital Partners
Oregon
$389K – – –
SAM
245
Strategy Asset Managers
California
$389K +$77.5K +1,017 +19%
JWCA
246
J.W. Cole Advisors
Florida
$383K +$10.3K +135 +3%
SVWAG
247
Sound View Wealth Advisors Group
Georgia
$373K – – –
APP
248
Avantax Planning Partners
Iowa
$366K – – –
BJL
249
Brighton Jones LLC
Washington
$363K +$32.1K +421 +11%
CA
250
Continuum Advisory
Idaho
$362K – – –
8 9
10
11 12

IXN Hedge Fund Activity: Q2 2024 in Review

430 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q2 2024, worth a combined $2.41B — up 7.3% from $2.24B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new IXN positions and 38 closed out — a net gain of 10 holders — while 120 added to existing stakes and 135 trimmed.

The largest buyer was PGIM Custom Harvest, adding an estimated $59M. The largest seller was Fisher Asset Management, cutting an estimated $79.8M.

  • 430 institutional investors held iShares Global Tech ETF (IXN) as of Q2 2024, up from 428 in Q1 2024.
  • Funds reported $2.41B of iShares Global Tech ETF stock for Q2 2024, up 7.3% quarter-over-quarter.
  • 48 funds opened new iShares Global Tech ETF positions in Q2 2024 and 38 closed out, a net change of +10 holders.
  • The largest iShares Global Tech ETF buyer in Q2 2024 was PGIM Custom Harvest, an estimated $59M added.
  • The largest iShares Global Tech ETF seller in Q2 2024 was Fisher Asset Management, an estimated $79.8M sold.

Based on aggregated 13F filings for Q2 2024.