We are live on ! Find out more
IXN icon

iShares Global Tech ETF
IXN

376 hedge funds and large institutions have $1.68B invested in iShares Global Tech ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 79 increasing their positions, 146 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.33% less ownership

Funds ownership: 49.62% → 49.29% (-0.33%)

3% less funds holding

Funds holding: 389 → 376 (-13)

9% less capital invested

Capital invested by funds: $1.84B → $1.68B (-$158M)

16% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 37

25% less funds holding in top 10

Funds holding in top 10: 8 → 6 (-2)

46% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 146

88% less call options, than puts

Call options by funds: $116K | Put options by funds: $954K

Holders
376
Holders Change
-13
Holders Change %
-3.34%
% of All Funds
5.97%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
31
Increased
79
Reduced
146
Closed
37
Calls
$116K
Puts
$954K
Net Calls
-$838K
Net Calls Change
-$2.1M

Top Buyers

1
Jane Street
Jane Street
New York
+$9.35M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.47M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$3.12M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$2.86M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$2.59M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$9.24M
2
JP Morgan Chase
JP Morgan Chase
New York
-$8.34M
3
SWG
Summit Wealth Group
Vermont
-$5.89M
4
BlackRock
BlackRock
New York
-$5.1M
5
Bank of America
Bank of America
North Carolina
-$4.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
TC
251
TownSquare Capital
Utah
$248K -$30.4K -500 -10%
WANY
252
Wealthspire Advisors (New York)
New York
$247K -$4.99K -82 -2%
MOS
253
MGO One Seven
Ohio
$246K – – –
SXL
254
Summit X LLC
Missouri
$243K – – –
CI
255
Chartist Inc
California
$242K – – –
Empower Advisory Group
256
Empower Advisory Group
Colorado
$242K -$9.73K -160 -4%
RW
257
REDW Wealth
New Mexico
$241K – – –
FPGK
258
Financial Partners Group (Kansas)
Kansas
$238K -$15.1K -248 -6%
DIM
259
Delta Investment Management
California
$236K -$2.92K -48 -1%
MCIA
260
Mountain Capital Investment Advisors
Colorado
$236K +$12.4K +204 +6%
TIAA Trust, National Association
261
TIAA Trust, National Association
North Carolina
$230K +$242K +3,980 New
OC
262
Oppenheimer & Co
New York
$229K – – –
SWP
263
Summit Wealth Partners
Florida
$228K – – –
ST
264
Spinnaker Trust
Maine
$228K – – –
EWA
265
EP Wealth Advisors
California
$222K -$2.06M -33,940 -90%
IP
266
Ignite Planners
California
$219K – – –
GFA
267
Gallagher Fiduciary Advisors
Illinois
$215K – – –
Kovitz Investment Group Partners
268
Kovitz Investment Group Partners
Illinois
$213K -$24K -395 -10%
AAS
269
Ameritas Advisory Services
Nebraska
$212K +$223K +3,661 New
TSS
270
Two Sigma Securities
New York
$210K -$17.4K -286 -7%
BCM
271
Brookstone Capital Management
Illinois
$210K +$10.8K +177 +5%
BCI
272
Brinker Capital Investments
Pennsylvania
$209K -$22.1K -364 -9%
OPS
273
Orion Portfolio Solutions
Nebraska
$209K -$22.1K -364 -9%
DWM
274
Dorchester Wealth Management
Quebec, Canada
$208K +$219K +3,600 New
BRM
275
Boston Research & Management
Massachusetts
$208K – – –
9 10
11
12 13

IXN Hedge Fund Activity: Q3 2023 in Review

376 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q3 2023, worth a combined $1.68B — down 8.6% from $1.84B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of IXN and 31 opened new positions — a net loss of 6 holders — while 146 trimmed existing stakes and 79 added.

The largest buyer was Jane Street, opening a new position worth an estimated $9.35M. The largest seller was Commonwealth Equity Services, cutting an estimated $9.24M.

  • 376 institutional investors held iShares Global Tech ETF (IXN) as of Q3 2023, down from 389 in Q2 2023.
  • Funds reported $1.68B of iShares Global Tech ETF stock for Q3 2023, down 8.6% quarter-over-quarter.
  • 31 funds opened new iShares Global Tech ETF positions in Q3 2023 and 37 closed out, a net change of -6 holders.
  • The largest iShares Global Tech ETF buyer in Q3 2023 was Jane Street, an estimated $9.35M added.
  • The largest iShares Global Tech ETF seller in Q3 2023 was Commonwealth Equity Services, an estimated $9.24M sold.

Based on aggregated 13F filings for Q3 2023.