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iShares Global Tech ETF
IXN

293 hedge funds and large institutions have $1.75B invested in iShares Global Tech ETF in 2020 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 67 increasing their positions, 137 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

29.76% more ownership

Funds ownership: 401.06% → 430.83% (+30%)

8% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 40

4% less funds holding

Funds holding: 304 → 293 (-11)

22% less capital invested

Capital invested by funds: $2.23B → $1.75B (-$483M)

50% less funds holding in top 10

Funds holding in top 10: 10 → 5 (-5)

51% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 137

Holders
293
Holders Change
-11
Holders Change %
-3.62%
% of All Funds
6.46%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.11%
New
37
Increased
67
Reduced
137
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JSAM
J. Safra Asset Management
New York
+$275M
2
AssetMark Inc
AssetMark Inc
California
+$45.1M
3
Citadel Advisors
Citadel Advisors
Florida
+$17.1M
4
M&T Bank
M&T Bank
New York
+$10.5M
5
Fisher Asset Management
Fisher Asset Management
Washington
+$8.72M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$80.1M
2
PAS
Park Avenue Securities
New York
-$64.3M
3
CA
Commerzbank Aktiengesellschaft
Germany
-$20M
4
BlackRock
BlackRock
New York
-$20M
5
Bank of America
Bank of America
North Carolina
-$13.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
GFPC
326
Global Financial Private Client
Florida
– -$18.3K -522 Closed
TCWM
327
Total Clarity Wealth Management
Illinois
– -$17K -498 Closed
CHAM
328
Clear Harbor Asset Management
Connecticut
– -$15.8K -450 Closed
AWM
329
Avior Wealth Management
Nebraska
– -$8K -246 Closed
BFEC
330
Benjamin F. Edwards & Company
Missouri
– -$7K -210 Closed
LWA
331
Lenox Wealth Advisors
New York
– -$7K -192 Closed
KWM
332
Keebeck Wealth Management
Illinois
– -$5K -150 Closed
FBT
333
First Bank & Trust
South Dakota
– -$5K -144 Closed
10 11 12 13
14

IXN Hedge Fund Activity: Q1 2020 in Review

293 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q1 2020, worth a combined $1.75B — down 22% from $2.23B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of IXN and 37 opened new positions — a net loss of 3 holders — while 137 trimmed existing stakes and 67 added.

The largest buyer was J. Safra Asset Management, adding an estimated $275M. The largest seller was Envestnet Asset Management, cutting an estimated $80.1M.

  • 293 institutional investors held iShares Global Tech ETF (IXN) as of Q1 2020, down from 304 in Q4 2019.
  • Funds reported $1.75B of iShares Global Tech ETF stock for Q1 2020, down 22% quarter-over-quarter.
  • 37 funds opened new iShares Global Tech ETF positions in Q1 2020 and 40 closed out, a net change of -3 holders.
  • The largest iShares Global Tech ETF buyer in Q1 2020 was J. Safra Asset Management, an estimated $275M added.
  • The largest iShares Global Tech ETF seller in Q1 2020 was Envestnet Asset Management, an estimated $80.1M sold.

Based on aggregated 13F filings for Q1 2020.