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iShares Global Tech ETF

370 hedge funds and large institutions have $3.46B invested in iShares Global Tech ETF in 2020 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 127 increasing their positions, 119 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 26

56% more funds holding in top 10

Funds holding in top 10: 914 (+5)

19% more capital invested

Capital invested by funds: $2.9B → $3.46B (+$554M)

17.05% more ownership

Funds ownership: 395.96%413.01% (+17%)

10% more funds holding

Funds holding: 335370 (+35)

7% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 119

Holders
370
Holders Change
+35
Holders Change %
+10.45%
% of All Funds
6.55%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.25%
New
66
Increased
127
Reduced
119
Closed
26
Calls
$240K
Puts
Net Calls
+$240K
Net Calls Change
+$4.34M
Name Holding Trade Value Shares
Change
Change in
Stake
MRCM
326
M&R Capital Management
New Jersey
$42K
SBL
327
Sargent Bickham Lagudis
Colorado
$40K +$277 +6 +0.8%
PMFA
328
Plante Moran Financial Advisors
Michigan
$32K -$1.94K -42 -6%
BW
329
Bison Wealth
Georgia
$32K +$21.6K +468 +269%
RFA
330
Reilly Financial Advisors
California
$30K
GFPC
331
Global Financial Private Client
Florida
$24.3K +$22.5K +486 New
AP
332
Atwood & Palmer
Missouri
$20K +$18.6K +402 New
PFGIA
333
Patriot Financial Group Insurance Agency
Massachusetts
$19K -$23.6K -510 -58%
HNB
334
Huntington National Bank
Ohio
$19K
PS
335
Planned Solutions
California
$19K
TFGT
336
TS Financial Group (TSFG)
Illinois
$18K -$1.11K -24 -6%
AIC
337
Archer Investment Corporation
Indiana
$17.7K
MIM
338
Merrion Investment Management
New Jersey
$17K +$15.8K +342 New
SIS
339
Sound Income Strategies
Florida
$16K
CIAS
340
Capital Investment Advisory Services
North Carolina
$15K
DWA
341
Dougherty Wealth Advisers
Minnesota
$15K
CAAS
342
Capital Asset Advisory Services
Michigan
$15K +$11.7K +252 +467%
IA
343
Inspire Advisors
Idaho
$15K +$13.9K +300 New
CAPTRUST Financial Advisors
344
CAPTRUST Financial Advisors
North Carolina
$13K -$5.55K -120 -31%
JFGIW
345
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12K -$16.6K -360 -60%
AWA
346
Arkadios Wealth Advisors
Georgia
$11K
CA
347
Crewe Advisors
Utah
$9K
JPLA
348
Joseph P. Lucia & Associates
New York
$9K +$8.32K +180 New
TRCT
349
Tower Research Capital (TRC)
New York
$8K
OIM
350
Oder Investment Management
California
$8K +$7.21K +156 New

IXN Hedge Fund Activity: Q4 2020 in Review

370 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q4 2020, worth a combined $3.46B — up 19% from $2.9B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new IXN positions and 26 closed out — a net gain of 40 holders — while 127 added to existing stakes and 119 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $49.5M. The largest seller was Fisher Asset Management, cutting an estimated $36.8M.

  • 370 institutional investors held iShares Global Tech ETF (IXN) as of Q4 2020, up from 335 in Q3 2020.
  • Funds reported $3.46B of iShares Global Tech ETF stock for Q4 2020, up 19% quarter-over-quarter.
  • 66 funds opened new iShares Global Tech ETF positions in Q4 2020 and 26 closed out, a net change of +40 holders.
  • The largest iShares Global Tech ETF buyer in Q4 2020 was Morgan Stanley, an estimated $49.5M added.
  • The largest iShares Global Tech ETF seller in Q4 2020 was Fisher Asset Management, an estimated $36.8M sold.

Based on aggregated 13F filings for Q4 2020.