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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
AA
301
Ancora Advisors
Ohio
$133K +$24.7K +534 +25%
MPWT
302
MassMutual Private Wealth & Trust
Connecticut
$129K +$98.5K +2,130 +473%
WEC
303
Winslow Evans & Crocker
Massachusetts
$127K +$118K +2,544 New
CF
304
Centaurus Financial
California
$117K -$1.11K -24 -1%
KFI
305
Key Financial Inc
Pennsylvania
$113K +$105K +2,262 New
FPS
306
Fieldpoint Private Securities
Connecticut
$105K +$97.1K +2,100 New
CA
307
Clearstead Advisors
Ohio
$96K
RG
308
Retirement Group
California
$88K +$3.61K +78 +5%
Kayne Anderson Rudnick Investment Management
309
Kayne Anderson Rudnick Investment Management
California
$84K
JCM
310
Jacobi Capital Management
Pennsylvania
$70K -$1.11K -24 -2%
CFD
311
Creative Financial Designs
Indiana
$68K
CWA
312
Clearview Wealth Advisors
Oregon
$67K +$61.6K +1,332 New
BWM
313
Baystate Wealth Management
Massachusetts
$65K +$58.8K +1,272 +5,300%
CTC
314
Central Trust Company
Missouri
$63K
ADIM
315
Alpha DNA Investment Management
Maryland
$63K +$59.1K +1,278 New
SFA
316
Stewardship Financial Advisors
Georgia
$60K
First Manhattan
317
First Manhattan
New York
$57K
Rockefeller Capital Management
318
Rockefeller Capital Management
New York
$54K -$555 -12 -1%
APA
319
American Portfolios Advisors
New York
$50.4K -$4.72K -102 -9%
AF
320
Affiance Financial
Minnesota
$49K
MA
321
MUFG Americas
New York
$47K
JWM
322
Janiczek Wealth Management
Colorado
$45K
TFS
323
TrustCore Financial Services
Tennessee
$45K +$832 +18 +2%
VFA
324
Valeo Financial Advisors
Indiana
$44K -$120K -2,598 -75%
ME
325
McIlrath & Eck
Washington
$44K -$46.9K -1,014 -54%

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.