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iShares Global Tech ETF
IXN

308 hedge funds and large institutions have $2.49B invested in iShares Global Tech ETF in 2020 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 115 increasing their positions, 89 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 32

42% more capital invested

Capital invested by funds: $1.75B → $2.49B (+$739M)

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

29% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 89

5% more funds holding

Funds holding: 293 → 308 (+15)

39.77% less ownership

Funds ownership: 430.83% → 391.06% (-40%)

Holders
308
Holders Change
+15
Holders Change %
+5.12%
% of All Funds
6.32%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.14%
New
50
Increased
115
Reduced
89
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PAS
Park Avenue Securities
New York
+$52.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$37.8M
3
DZ Bank
DZ Bank
Germany
+$35.9M
4
BlackRock
BlackRock
New York
+$24.1M
5
JP Morgan Chase
JP Morgan Chase
New York
+$23.7M

Top Sellers

Rank Fund Capital Flow
1
JSAM
J. Safra Asset Management
New York
-$282M
2
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
-$19.5M
3
Citadel Advisors
Citadel Advisors
Florida
-$15.2M
4
MPW
MA Private Wealth
California
-$5.83M
5
IC
InterOcean Capital
Illinois
-$3.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
CF
326
Centaurus Financial
California
– -$102K -3,342 Closed
KFI
327
Key Financial Inc
Pennsylvania
– -$84K -2,700 Closed
WAP
328
Wealthcare Advisory Partners
Pennsylvania
– -$53K -1,746 Closed
SC
329
Sawyer & Company
Massachusetts
– -$46K -1,500 Closed
GT
330
Glenmede Trust
Pennsylvania
– -$42K -1,200 Closed
LSA
331
Lion Street Advisors
Texas
– -$26K -858 Closed
DWM
332
Darwin Wealth Management
Florida
– -$22K -768 Closed
ATC
333
Adirondack Trust Company
New York
– -$9K -300 Closed
FGAM
334
Financial Gravity Asset Management
Texas
– -$8.26K -270 Closed
DI
335
Disciplined Investments
Oklahoma
– -$5K -168 Closed
AF
336
Advisornet Financial
Minnesota
– -$5K -162 Closed
EWM
337
EPG Wealth Management
Georgia
– -$4K -126 Closed
AF
338
Allworth Financial
California
– -$4K -120 Closed
MWM
339
MBE Wealth Management
Wisconsin
– -$2K -90 Closed
ADL
340
Asset Dedication LLC
California
– -$1K -36 Closed
10 11 12 13
14

IXN Hedge Fund Activity: Q2 2020 in Review

308 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q2 2020, worth a combined $2.49B — up 42% from $1.75B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IXN positions and 32 closed out — a net gain of 18 holders — while 115 added to existing stakes and 89 trimmed.

The largest buyer was Park Avenue Securities, opening a new position worth an estimated $52.3M. The largest seller was J. Safra Asset Management, cutting an estimated $282M.

  • 308 institutional investors held iShares Global Tech ETF (IXN) as of Q2 2020, up from 293 in Q1 2020.
  • Funds reported $2.49B of iShares Global Tech ETF stock for Q2 2020, up 42% quarter-over-quarter.
  • 50 funds opened new iShares Global Tech ETF positions in Q2 2020 and 32 closed out, a net change of +18 holders.
  • The largest iShares Global Tech ETF buyer in Q2 2020 was Park Avenue Securities, an estimated $52.3M added.
  • The largest iShares Global Tech ETF seller in Q2 2020 was J. Safra Asset Management, an estimated $282M sold.

Based on aggregated 13F filings for Q2 2020.