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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
SBSB
276
Sullivan, Bruyette, Speros & Blaney
Virginia
$255K
MSA
277
Marino Stram & Associates
Massachusetts
$254K +$14.1K +306 +6%
HTC
278
Haverford Trust Company
Pennsylvania
$247K
Wolverine Trading
279
Wolverine Trading
Illinois
$244K -$279K -6,030 -55%
PWA
280
Physician Wealth Advisors
Utah
$243K -$2.14M -46,236 -91%
VAG
281
VisionPoint Advisory Group
Texas
$243K -$41.3K -894 -16%
Bank Julius Baer & Co
282
Bank Julius Baer & Co
Switzerland
$243K +$86K +1,860 +62%
QPWM
283
Quadrant Private Wealth Management
Pennsylvania
$243K +$224K +4,854 New
PWP
284
Personal Wealth Partners
Minnesota
$224K +$207K +4,482 New
DWP
285
Destiny Wealth Partners
Florida
$219K +$203K +4,386 New
PPA
286
Parametric Portfolio Associates
Washington
$213K +$197K +4,266 New
CCMINC
287
Cardinal Capital Management Inc (North Carolina)
North Carolina
$210K +$194K +4,200 New
PWM
288
Perigon Wealth Management
California
$207K +$191K +4,134 New
BAM
289
Belpointe Asset Management
Nevada
$206K -$32.7K -708 -15%
ST
290
Spinnaker Trust
Maine
$205K +$190K +4,110 New
BJL
291
Brighton Jones LLC
Washington
$202K -$65.5K -1,416 -26%
IAIM
292
International Assets Investment Management
Florida
$194K +$179K +3,876 New
AP
293
Advisors Preferred
Maryland
$187K +$140K +3,036 +405%
GRP
294
Global Retirement Partners
California
$181K +$23.3K +504 +16%
GEA
295
Glen Eagle Advisors
New Jersey
$177K -$555 -12 -0.3%
BFEC
296
Benjamin F. Edwards & Company
Missouri
$166K +$142K +3,066 +1,217%
FFA
297
Founders Financial Alliance
North Carolina
$161K +$42.4K +918 +41%
KFS
298
Kelly Financial Services
Massachusetts
$160K +$66K +1,428 +80%
EAM
299
Erste Asset Management
Austria
$150K
TC
300
Truvestments Capital
Florida
$150K

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.