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iShares Global Tech ETF

457 hedge funds and large institutions have $4.1B invested in iShares Global Tech ETF in 2021 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 101 increasing their positions, 180 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 31

15% more funds holding

Funds holding: 396457 (+61)

0% less capital invested

Capital invested by funds: $4.11B → $4.1B (-$8.17M)

2.17% less ownership

Funds ownership: 71.27%69.1% (-2.2%)

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

44% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 180

Holders
457
Holders Change
+61
Holders Change %
+15.4%
% of All Funds
7.03%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
97
Increased
101
Reduced
180
Closed
31
Calls
$586K
Puts
Net Calls
+$586K
Net Calls Change
+$172K
Name Holding Trade Value Shares
Change
Change in
Stake
HI
276
Harbour Investments
Wisconsin
$384K -$155K -2,529 -30%
CWM
277
Cornerstone Wealth Management
Missouri
$382K -$5.65K -92 -2%
WAL
278
W Advisors LLC
Tennessee
$382K +$365K +5,937 New
MSWMA
279
Market Street Wealth Management Advisors
Indiana
$376K +$123K +2,008 +52%
HIM
280
Hanlon Investment Management
New Jersey
$375K -$159K -2,588 -31%
PPA
281
Parametric Portfolio Associates
Washington
$373K +$14.6K +237 +4%
PWA
282
Physician Wealth Advisors
Utah
$367K +$32.5K +529 +10%
MWM
283
Maripau Wealth Management
Indiana
$367K +$383K +6,241 New
SG
284
StoneX Group
New York
$356K +$3.63K +59 +1%
IAIM
285
International Assets Investment Management
Florida
$355K +$121K +1,977 +56%
GP
286
Geneva Partners
Wisconsin
$350K -$14.6K -238 -4%
TNB
287
Thomasville National Bank
Georgia
$350K
AFAS
288
Acorn Financial Advisory Services
Virginia
$347K -$25.4K -414 -7%
BWM
289
Baystate Wealth Management
Massachusetts
$347K -$19.9K -324 -6%
KFS
290
Kelly Financial Services
Massachusetts
$345K -$92K -1,498 -22%
PA
291
PFG Advisors
Arizona
$344K +$369 +6 +0.1%
BFEC
292
Benjamin F. Edwards & Company
Missouri
$339K +$26.6K +433 +9%
GVAG
293
Great Valley Advisor Group
Delaware
$338K
VAS
294
Vestmark Advisory Solutions
Massachusetts
$334K -$68.8K -1,120 -18%
JWS
295
Juncture Wealth Strategies
Arizona
$332K -$4.92K -80 -2%
CA
296
Continuum Advisory
Idaho
$326K -$14.3K -233 -4%
Mercer Global Advisors
297
Mercer Global Advisors
Colorado
$326K -$12.3K -201 -4%
WT
298
Whittier Trust
California
$326K
FCA
299
FinTrust Capital Advisors
South Carolina
$324K +$88.7K +1,443 +40%
BWM
300
BCGM Wealth Management
Indiana
$318K

IXN Hedge Fund Activity: Q4 2021 in Review

457 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q4 2021, worth a combined $4.1B — down 0.2% from $4.11B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new IXN positions and 31 closed out — a net gain of 66 holders — while 101 added to existing stakes and 180 trimmed.

The largest buyer was Pictet Asset Management (Switzerland), adding an estimated $21.7M. The largest seller was Envestnet Asset Management, cutting an estimated $282M.

  • 457 institutional investors held iShares Global Tech ETF (IXN) as of Q4 2021, up from 396 in Q3 2021.
  • Funds reported $4.1B of iShares Global Tech ETF stock for Q4 2021, down 0.2% quarter-over-quarter.
  • 97 funds opened new iShares Global Tech ETF positions in Q4 2021 and 31 closed out, a net change of +66 holders.
  • The largest iShares Global Tech ETF buyer in Q4 2021 was Pictet Asset Management (Switzerland), an estimated $21.7M added.
  • The largest iShares Global Tech ETF seller in Q4 2021 was Envestnet Asset Management, an estimated $282M sold.

Based on aggregated 13F filings for Q4 2021.