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iShares Global Tech ETF

457 hedge funds and large institutions have $4.1B invested in iShares Global Tech ETF in 2021 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 101 increasing their positions, 180 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 31

15% more funds holding

Funds holding: 396457 (+61)

0% less capital invested

Capital invested by funds: $4.11B → $4.1B (-$8.17M)

2.17% less ownership

Funds ownership: 71.27%69.1% (-2.2%)

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

44% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 180

Holders
457
Holders Change
+61
Holders Change %
+15.4%
% of All Funds
7.03%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
97
Increased
101
Reduced
180
Closed
31
Calls
$586K
Puts
Net Calls
+$586K
Net Calls Change
+$172K
Name Holding Trade Value Shares
Change
Change in
Stake
SPI
326
Sutton Place Investors
New York
$264K +$251K +4,093 New
ST
327
Spinnaker Trust
Maine
$262K -$2.46K -40 -1%
TWC
328
TD Waterhouse Canada
Ontario, Canada
$255K +$244K +3,978 New
SB
329
Strategic Blueprint
Georgia
$252K +$241K +3,916 New
GLA
330
Good Life Advisors
Pennsylvania
$249K +$3.93K +64 +2%
FA
331
FDx Advisors
Illinois
$245K -$92.2K -1,500 -28%
PAM
332
Peak Asset Management
Colorado
$241K
F
333
F3Logic
Minnesota
$240K -$676 -11 -0.3%
AF
334
Advisornet Financial
Minnesota
$237K -$37.8K -615 -14%
Bank Julius Baer & Co
335
Bank Julius Baer & Co
Switzerland
$237K -$2.46K -40 -1%
MPI
336
Mairs & Power Inc
Minnesota
$237K
VC
337
Veracity Capital
Georgia
$234K -$110K -1,785 -33%
ZIG
338
Zullo Investment Group
Pennsylvania
$232K +$221K +3,605 New
BRM
339
Boston Research & Management
Massachusetts
$231K
LA
340
Latitude Advisors
Florida
$229K -$83.4K -1,357 -28%
TA
341
Tectonic Advisors
Texas
$229K
AG
342
Ascent Group
Virginia
$229K +$245K +3,982 New
EWA
343
EverSource Wealth Advisors
Alabama
$226K +$214K +3,486 New
BPWM
344
Badgley Phelps Wealth Managers
Washington
$223K +$213K +3,460 New
PP
345
PDS Planning
Ohio
$221K +$211K +3,426 New
FBFS
346
First Business Financial Services
Wisconsin
$220K +$210K +3,414 New
TA
347
TrueWealth Advisors
Alabama
$219K -$74.5K -1,213 -26%
DWP
348
Destiny Wealth Partners
Florida
$219K
WAP
349
Wealthcare Advisory Partners
Pennsylvania
$219K +$209K +3,403 New
MCWS
350
McKinley Carter Wealth Services
West Virginia
$218K -$28K -456 -12%

IXN Hedge Fund Activity: Q4 2021 in Review

457 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q4 2021, worth a combined $4.1B — down 0.2% from $4.11B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new IXN positions and 31 closed out — a net gain of 66 holders — while 101 added to existing stakes and 180 trimmed.

The largest buyer was Pictet Asset Management (Switzerland), adding an estimated $21.7M. The largest seller was Envestnet Asset Management, cutting an estimated $282M.

  • 457 institutional investors held iShares Global Tech ETF (IXN) as of Q4 2021, up from 396 in Q3 2021.
  • Funds reported $4.1B of iShares Global Tech ETF stock for Q4 2021, down 0.2% quarter-over-quarter.
  • 97 funds opened new iShares Global Tech ETF positions in Q4 2021 and 31 closed out, a net change of +66 holders.
  • The largest iShares Global Tech ETF buyer in Q4 2021 was Pictet Asset Management (Switzerland), an estimated $21.7M added.
  • The largest iShares Global Tech ETF seller in Q4 2021 was Envestnet Asset Management, an estimated $282M sold.

Based on aggregated 13F filings for Q4 2021.