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iShares Global Tech ETF
IXN

430 hedge funds and large institutions have $2.41B invested in iShares Global Tech ETF in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 120 increasing their positions, 135 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 38

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

7% more capital invested

Capital invested by funds: $2.24B → $2.41B (+$164M)

0% more funds holding

Funds holding: 428 → 430 (+2)

2.05% less ownership

Funds ownership: 48.88% → 46.83% (-2%)

11% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 135

Holders
430
Holders Change
+2
Holders Change %
+0.47%
% of All Funds
6.21%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
48
Increased
120
Reduced
135
Closed
38
Calls
$290K
Puts
–
Net Calls
+$290K
Net Calls Change
-$92K

Top Buyers

1
PCH
PGIM Custom Harvest
New Jersey
+$59M
2
PS
Portfolio Strategies
New York
+$26.8M
3
TI
Tidal Investments
Wisconsin
+$9.51M
4
VIA
Vickerman Investment Advisors
Washington
+$8.78M
5
SGWM
Sterling Group Wealth Management
California
+$7.83M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$79.8M
2
AssetMark Inc
AssetMark Inc
California
-$42.1M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$12.6M
4
Pictet Asset Management
Pictet Asset Management
Switzerland
-$9.58M
5
GF
Gimbal Financial
Indiana
-$9.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank Julius Baer & Co
301
Bank Julius Baer & Co
Switzerland
$251K -$23.2K -304 -10%
BCP
302
Berkeley Capital Partners
Georgia
$251K +$457 +6 +0.2%
MCWS
303
McKinley Carter Wealth Services
West Virginia
$249K – – –
LSA
304
L & S Advisors
California
$249K +$457 +6 +0.2%
MCCA
305
Mill Creek Capital Advisors
Pennsylvania
$248K – – –
SC
306
Searle & Co
Connecticut
$248K – – –
JCM
307
Janney Capital Management
Pennsylvania
$248K – – –
BAM
308
Belpointe Asset Management
Nevada
$248K +$228K +2,992 New
RFC
309
Regions Financial Corp
Alabama
$243K – – –
CWA
310
Clarity Wealth Advisors
California
$236K – – –
MGIA
311
Moneta Group Investment Advisors
Missouri
$231K -$11.7K -153 -5%
KIA
312
KCM Investment Advisors
California
$231K – – –
PS
313
Principal Securities
Iowa
$231K -$35.8K -470 -14%
SG
314
StoneX Group
New York
$231K – – –
KPWS
315
Kestra Private Wealth Services
Texas
$228K -$9.45K -124 -4%
TC
316
TownSquare Capital
Utah
$228K -$2.36K -31 -1%
Comerica Bank
317
Comerica Bank
Texas
$224K +$10.7K +141 +6%
NW
318
Naviter Wealth
Arkansas
$224K – – –
LA
319
Legacy Advisors
Pennsylvania
$224K +$206K +2,700 New
FMN
320
Financial Management Network
California
$223K +$198K +2,598 New
KWA
321
Kingswood Wealth Advisors
California
$222K +$204K +2,675 New
RA
322
RFG Advisory
Alabama
$220K -$16.5K -217 -8%
KCFA
323
Key Client Fiduciary Advisors
New Jersey
$217K +$200K +2,623 New
IAN
324
Integrated Advisors Network
Texas
$217K +$200K +2,623 New
DWM
325
Dorchester Wealth Management
Quebec, Canada
$217K +$198K +2,600 New
11 12
13
14 15

IXN Hedge Fund Activity: Q2 2024 in Review

430 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q2 2024, worth a combined $2.41B — up 7.3% from $2.24B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new IXN positions and 38 closed out — a net gain of 10 holders — while 120 added to existing stakes and 135 trimmed.

The largest buyer was PGIM Custom Harvest, adding an estimated $59M. The largest seller was Fisher Asset Management, cutting an estimated $79.8M.

  • 430 institutional investors held iShares Global Tech ETF (IXN) as of Q2 2024, up from 428 in Q1 2024.
  • Funds reported $2.41B of iShares Global Tech ETF stock for Q2 2024, up 7.3% quarter-over-quarter.
  • 48 funds opened new iShares Global Tech ETF positions in Q2 2024 and 38 closed out, a net change of +10 holders.
  • The largest iShares Global Tech ETF buyer in Q2 2024 was PGIM Custom Harvest, an estimated $59M added.
  • The largest iShares Global Tech ETF seller in Q2 2024 was Fisher Asset Management, an estimated $79.8M sold.

Based on aggregated 13F filings for Q2 2024.