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iShares Global Tech ETF

447 hedge funds and large institutions have $3.38B invested in iShares Global Tech ETF in 2022 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 101 increasing their positions, 220 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more call options, than puts

Call options by funds: $4.35M | Put options by funds: $3.43M

0.88% more ownership

Funds ownership: 69.1%69.98% (+0.88%)

8% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 51

2% less funds holding

Funds holding: 457447 (-10)

18% less capital invested

Capital invested by funds: $4.1B → $3.38B (-$720M)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

54% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 220

Holders
447
Holders Change
-10
Holders Change %
-2.19%
% of All Funds
7.05%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
47
Increased
101
Reduced
220
Closed
51
Calls
$4.35M
Puts
$3.43M
Net Calls
+$926K
Net Calls Change
+$340K
Name Holding Trade Value Shares
Change
Change in
Stake
SPWM
251
Schrum Private Wealth Management
Florida
$486K +$58 +1 +0%
BCM
252
Beaumont Capital Management
Massachusetts
$474K +$472K +8,172 New
IP
253
Ignite Planners
California
$474K +$526K +9,105 New
WIA
254
World Investment Advisors
California
$462K +$7.91K +137 +2%
BCI
255
Brinker Capital Investments
Pennsylvania
$436K -$174K -3,015 -29%
GSWM
256
Golden State Wealth Management
California
$428K -$153K -2,658 -26%
WA
257
WealthTrust Axiom
Pennsylvania
$428K
JIP
258
Jaffetilchin Investment Partners
Florida
$428K +$58 +1 +0%
APA
259
American Portfolios Advisors
New York
$426K -$35.2K -610 -8%
BWM
260
BlackDiamond Wealth Management
New York
$419K -$97K -1,680 -19%
GLLW
261
Graves Light Lenhart Wealth
Virginia
$419K
T
262
TRUADVICE
Florida
$417K -$3.35K -58 -0.7%
KOC
263
Koss-Olinger Consulting
Florida
$416K +$230K +3,978 +125%
SCFS
264
S.C. Financial Services
Arizona
$413K -$129K -2,226 -24%
VCP
265
Verus Capital Partners
Arizona
$396K +$394K +6,832 New
MMA
266
Miracle Mile Advisors
California
$395K +$393K +6,804 New
EWA
267
EP Wealth Advisors
California
$378K +$136K +2,360 +57%
GVAG
268
Great Valley Advisor Group
Delaware
$373K +$751 +13 +0.2%
PWP
269
Personal Wealth Partners
Minnesota
$371K
MWM
270
Maripau Wealth Management
Indiana
$367K +$33K +571 +9%
IWM
271
IHT Wealth Management
Illinois
$365K -$3.41K -59 -0.9%
WCM
272
Windsor Capital Management
Arizona
$365K
EM
273
Excalibur Management
Massachusetts
$361K -$5.77K -100 -2%
PWA
274
Physician Wealth Advisors
Utah
$361K +$41.6K +721 +12%
CAM
275
Cresset Asset Management
Illinois
$358K -$178K -3,080 -33%

IXN Hedge Fund Activity: Q1 2022 in Review

447 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q1 2022, worth a combined $3.38B — down 18% from $4.1B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of IXN and 47 opened new positions — a net loss of 4 holders — while 220 trimmed existing stakes and 101 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $108M. The largest seller was Envestnet Asset Management, cutting an estimated $163M.

  • 447 institutional investors held iShares Global Tech ETF (IXN) as of Q1 2022, down from 457 in Q4 2021.
  • Funds reported $3.38B of iShares Global Tech ETF stock for Q1 2022, down 18% quarter-over-quarter.
  • 47 funds opened new iShares Global Tech ETF positions in Q1 2022 and 51 closed out, a net change of -4 holders.
  • The largest iShares Global Tech ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $108M added.
  • The largest iShares Global Tech ETF seller in Q1 2022 was Envestnet Asset Management, an estimated $163M sold.

Based on aggregated 13F filings for Q1 2022.