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iShares Global Tech ETF

389 hedge funds and large institutions have $1.84B invested in iShares Global Tech ETF in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 89 increasing their positions, 143 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

779% more call options, than puts

Call options by funds: $1.42M | Put options by funds: $162K

121% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 24

16% more capital invested

Capital invested by funds: $1.58B → $1.84B (+$252M)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

8% more funds holding

Funds holding: 361389 (+28)

9.02% less ownership

Funds ownership: 58.64%49.62% (-9%)

38% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 143

Holders
389
Holders Change
+28
Holders Change %
+7.76%
% of All Funds
6.11%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
53
Increased
89
Reduced
143
Closed
24
Calls
$1.42M
Puts
$162K
Net Calls
+$1.26M
Net Calls Change
+$3.6M
Name Holding Trade Value Shares
Change
Change in
Stake
ZIG
276
Zullo Investment Group
Pennsylvania
$217K +$198K +3,491 New
BPWM
277
Badgley Phelps Wealth Managers
Washington
$215K +$196K +3,460 New
PP
278
PDS Planning
Ohio
$213K +$194K +3,426 New
BWM
279
BCGM Wealth Management
Indiana
$212K +$193K +3,411 New
VA
280
Valmark Advisers
Ohio
$208K +$190K +3,348 New
BCM
281
Brookstone Capital Management
Illinois
$208K +$192K +3,390 New
FAIM
282
Financial Advocates Investment Management
Washington
$206K +$271K +4,778 New
SW
283
SteelPeak Wealth
California
$204K -$52.4K -924 -22%
GLLW
284
Graves Light Lenhart Wealth
Virginia
$204K +$186K +3,276 New
LWP
285
Lumature Wealth Partners
Georgia
$203K +$170 +3 +0.1%
RBC
286
Romano Brothers & Co
Illinois
$203K +$185K +3,265 New
DZ Bank
287
DZ Bank
Germany
$199K -$16.4M -288,581 -99%
VCM
288
Vigilant Capital Management
Maine
$196K +$71.2K +1,257 +66%
Bank Julius Baer & Co
289
Bank Julius Baer & Co
Switzerland
$183K -$3.12K -55 -2%
GT
290
Glenmede Trust
Pennsylvania
$179K
HI
291
Harbour Investments
Wisconsin
$178K -$45.8K -808 -22%
OSAM
292
O'Shaughnessy Asset Management
Connecticut
$172K +$57 +1 +0%
GRP
293
Global Retirement Partners
California
$150K -$1.98K -35 -1%
UB
294
UMB Bank
Missouri
$144K +$24.2K +427 +23%
KFI
295
Key Financial Inc
Pennsylvania
$141K
AA
296
Addison Advisors
Vermont
$140K
CFGS
297
Concourse Financial Group Securities
Alabama
$126K
CTC
298
Central Trust Company
Missouri
$124K +$170 +3 +0.2%
LC
299
Lindbrook Capital
California
$123K
AIC
300
Archer Investment Corporation
Indiana
$111K +$35K +618 +53%

IXN Hedge Fund Activity: Q2 2023 in Review

389 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q2 2023, worth a combined $1.84B — up 16% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new IXN positions and 24 closed out — a net gain of 29 holders — while 89 added to existing stakes and 143 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $22.9M. The largest seller was Summit Wealth Group, cutting an estimated $264M.

  • 389 institutional investors held iShares Global Tech ETF (IXN) as of Q2 2023, up from 361 in Q1 2023.
  • Funds reported $1.84B of iShares Global Tech ETF stock for Q2 2023, up 16% quarter-over-quarter.
  • 53 funds opened new iShares Global Tech ETF positions in Q2 2023 and 24 closed out, a net change of +29 holders.
  • The largest iShares Global Tech ETF buyer in Q2 2023 was Fisher Asset Management, an estimated $22.9M added.
  • The largest iShares Global Tech ETF seller in Q2 2023 was Summit Wealth Group, an estimated $264M sold.

Based on aggregated 13F filings for Q2 2023.