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iShares Global Tech ETF
IXN

376 hedge funds and large institutions have $1.68B invested in iShares Global Tech ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 79 increasing their positions, 146 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.33% less ownership

Funds ownership: 49.62% → 49.29% (-0.33%)

3% less funds holding

Funds holding: 389 → 376 (-13)

9% less capital invested

Capital invested by funds: $1.84B → $1.68B (-$158M)

16% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 37

25% less funds holding in top 10

Funds holding in top 10: 8 → 6 (-2)

46% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 146

88% less call options, than puts

Call options by funds: $116K | Put options by funds: $954K

Holders
376
Holders Change
-13
Holders Change %
-3.34%
% of All Funds
5.97%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
31
Increased
79
Reduced
146
Closed
37
Calls
$116K
Puts
$954K
Net Calls
-$838K
Net Calls Change
-$2.1M

Top Buyers

1
Jane Street
Jane Street
New York
+$9.35M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.47M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$3.12M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$2.86M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$2.59M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$9.24M
2
JP Morgan Chase
JP Morgan Chase
New York
-$8.34M
3
SWG
Summit Wealth Group
Vermont
-$5.89M
4
BlackRock
BlackRock
New York
-$5.1M
5
Bank of America
Bank of America
North Carolina
-$4.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
301
Baystate Wealth Management
Massachusetts
$87.4K – – –
PP
302
PFS Partners
New Jersey
$86.5K – – –
FFA
303
Farther Finance Advisors
California
$83.4K -$21K -346 -19%
AWM
304
Angeles Wealth Management
California
$82.1K – – –
TC
305
Truvestments Capital
Florida
$79.1K – – –
FP
306
Financial Perspectives
Minnesota
$77.3K – – –
BCM
307
BluePath Capital Management
Georgia
$76.7K +$80.6K +1,326 New
CIA
308
Cape Investment Advisory
Georgia
$73.6K – – –
EWA
309
EverSource Wealth Advisors
Alabama
$73.2K – – –
CWM
310
Compass Wealth Management
Connecticut
$66.3K – – –
MRCM
311
M&R Capital Management
New Jersey
$63K +$61 +1 +0.1%
CPG
312
Cornerstone Planning Group
New Jersey
$55.1K – – –
JWM
313
Janiczek Wealth Management
Colorado
$52.3K – – –
ME
314
McIlrath & Eck
Washington
$50.7K – – –
FAM
315
Flaharty Asset Management
Florida
$46K +$48.3K +795 New
VWM
316
Venturi Wealth Management
Texas
$45.2K +$11.8K +194 +33%
CFD
317
Creative Financial Designs
Indiana
$43.4K – – –
NCM
318
Northwest Capital Management
Oregon
$43.4K – – –
HWP
319
Highline Wealth Partners
California
$42.5K – – –
AP
320
Advisors Preferred
Maryland
$40.8K +$42.6K +700 New
BWL
321
Bogart Wealth LLC
Virginia
$39.3K – – –
Simplex Trading
322
Simplex Trading
Illinois
$38K +$40.1K +660 +11,000%
PMFA
323
Plante Moran Financial Advisors
Michigan
$36.4K – – –
TFGT
324
TS Financial Group (TSFG)
Illinois
$34K – – –
AF
325
Advisornet Financial
Minnesota
$33.8K – – –
11 12
13
14 15

IXN Hedge Fund Activity: Q3 2023 in Review

376 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q3 2023, worth a combined $1.68B — down 8.6% from $1.84B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of IXN and 31 opened new positions — a net loss of 6 holders — while 146 trimmed existing stakes and 79 added.

The largest buyer was Jane Street, opening a new position worth an estimated $9.35M. The largest seller was Commonwealth Equity Services, cutting an estimated $9.24M.

  • 376 institutional investors held iShares Global Tech ETF (IXN) as of Q3 2023, down from 389 in Q2 2023.
  • Funds reported $1.68B of iShares Global Tech ETF stock for Q3 2023, down 8.6% quarter-over-quarter.
  • 31 funds opened new iShares Global Tech ETF positions in Q3 2023 and 37 closed out, a net change of -6 holders.
  • The largest iShares Global Tech ETF buyer in Q3 2023 was Jane Street, an estimated $9.35M added.
  • The largest iShares Global Tech ETF seller in Q3 2023 was Commonwealth Equity Services, an estimated $9.24M sold.

Based on aggregated 13F filings for Q3 2023.