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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
WT
251
Whittier Trust
California
$330K
AFAS
252
Acorn Financial Advisory Services
Virginia
$327K -$12.5K -270 -4%
SG
253
StoneX Group
New York
$327K -$1.67K -36 -0.5%
GW
254
GW & Wade
Massachusetts
$327K +$302K +6,540 New
EM
255
Excalibur Management
Massachusetts
$321K
Principal Financial Group
256
Principal Financial Group
Iowa
$321K +$78.5K +1,698 +36%
OPS
257
Orion Portfolio Solutions
Nebraska
$317K +$5.27K +114 +2%
VC
258
Vicus Capital
Pennsylvania
$317K +$6.1K +132 +2%
WCM
259
Windsor Capital Management
Arizona
$315K
APP
260
Avantax Planning Partners
Iowa
$301K -$11.1K -240 -4%
KTA
261
Keeley-Teton Advisors
Illinois
$300K
DWM
262
Dorchester Wealth Management
Quebec, Canada
$300K +$277K +6,000 New
APC
263
Aspire Private Capital
North Carolina
$297K +$55.2K +1,194 +25%
CA
264
Cornerstone Advisory
Maryland
$291K -$13.9K -300 -5%
GLLW
265
Graves Light Lenhart Wealth
Virginia
$286K +$264K +5,712 New
Kovitz Investment Group Partners
266
Kovitz Investment Group Partners
Illinois
$282K -$105K -2,280 -29%
IFG
267
Independent Financial Group
California
$280K +$19.4K +420 +8%
SMDAM
268
Sumitomo Mitsui DS Asset Management
Japan
$279K -$13.9K -300 -5%
BWM
269
BCGM Wealth Management
Indiana
$273K +$234K +5,070 New
TNB
270
Thomasville National Bank
Georgia
$272K
EWA
271
EP Wealth Advisors
California
$262K +$3.88K +84 +2%
BCM
272
Beaumont Capital Management
Massachusetts
$262K +$242K +5,238 New
A
273
AdvicePeriod
California
$261K -$291K -6,300 -55%
OC
274
Oppenheimer & Co
New York
$260K -$45.5K -984 -16%
Mercer Global Advisors
275
Mercer Global Advisors
Colorado
$257K +$9.71K +210 +4%

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.