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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
HTC
301
Haverford Trust Company
Pennsylvania
$318K
PFGIA
302
Patriot Financial Group Insurance Agency
Massachusetts
$317K +$37K +602 +14%
OC
303
Oppenheimer & Co
New York
$315K -$799 -13 -0.3%
APP
304
Avantax Planning Partners
Iowa
$313K
SFG
305
Sovereign Financial Group
Connecticut
$312K +$298K +4,847 New
IFG
306
Independent Financial Group
California
$308K -$51.9K -845 -15%
VIA
307
Vickerman Investment Advisors
Washington
$307K -$8.17K -133 -3%
CAG
308
Csenge Advisory Group
Florida
$306K -$569K -9,256 -91%
VCP
309
Vista Capital Partners
Oregon
$303K +$289K +4,698 New
MOS
310
MGO One Seven
Ohio
$292K +$1.11K +18 +0.4%
SVWAG
311
Sound View Wealth Advisors Group
Georgia
$290K
AA
312
Ancora Advisors
Ohio
$289K +$41.8K +681 +18%
VA
313
Valmark Advisers
Ohio
$285K +$272K +4,428 New
Kovitz Investment Group Partners
314
Kovitz Investment Group Partners
Illinois
$282K -$165K -2,684 -74%
CI
315
Chartist Inc
California
$279K
DC
316
Davenport & Co
Virginia
$277K -$268K -4,360 -50%
SW
317
Signify Wealth
Missouri
$274K +$262K +4,258 New
FPGK
318
Financial Partners Group (Kansas)
Kansas
$274K +$283K +4,600 New
AWM
319
Alterna Wealth Management
Texas
$273K +$261K +4,244 New
SFS
320
Security Financial Services
Indiana
$271K +$258K +4,204 New
BCP
321
Berkeley Capital Partners
Georgia
$270K
LWP
322
Lumature Wealth Partners
Georgia
$269K -$67.1K -1,092 -21%
EWA
323
EP Wealth Advisors
California
$268K
AAS
324
Ameritas Advisory Services
Nebraska
$268K +$256K +4,160 New
CB
325
Commerce Bank
Missouri
$266K +$32.4K +527 +15%

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.