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iShares Global Tech ETF

374 hedge funds and large institutions have $1.52B invested in iShares Global Tech ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 65 increasing their positions, 183 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.42% less ownership

Funds ownership: 56.76%55.34% (-1.4%)

5% less funds holding

Funds holding: 395374 (-21)

16% less capital invested

Capital invested by funds: $1.81B → $1.52B (-$292M)

31% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 49

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

64% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 183

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.8M

Holders
374
Holders Change
-21
Holders Change %
-5.32%
% of All Funds
6.44%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
34
Increased
65
Reduced
183
Closed
49
Calls
Puts
$1.8M
Net Calls
-$1.8M
Net Calls Change
+$579K
Name Holding Trade Value Shares
Change
Change in
Stake
SMA
326
Sage Mountain Advisors
Georgia
$14K
TWM
327
Tradition Wealth Management
Minnesota
$12K -$1.75K -36 -11%
SIS
328
Sound Income Strategies
Florida
$12K +$438 +9 +3%
ACM
329
Absolute Capital Management
Pennsylvania
$10.8K +$12.5K +256 New
OLVIG
330
Oliver Lagore Vanvalin Investment Group
Michigan
$10K -$292 -6 -2%
PO
331
Private Ocean
California
$10K
RA
332
Rise Advisors
New York
$10K
TFP
333
Tilia Fiduciary Partners
North Carolina
$10K
CMBA
334
C.M. Bidwell & Associates
Hawaii
$9K
DWA
335
Dougherty Wealth Advisers
Minnesota
$9K
M1FG
336
Mach-1 Financial Group
Arkansas
$9K
GI
337
Gradient Investments
Minnesota
$9K +$10.2K +210 New
CWA
338
Clearview Wealth Advisors
Oregon
$8K
CAL
339
Capital Analysts LLC
Pennsylvania
$8K +$7.54K +155 +378%
TCWA
340
Ten Capital Wealth Advisors
Washington
$7K +$8.51K +175 New
ACA
341
Aptus Capital Advisors
Alabama
$6K
WBC
342
West Branch Capital
Massachusetts
$6K
BFEC
343
Benjamin F. Edwards & Company
Missouri
$5K -$279K -5,740 -98%
AF
344
Allworth Financial
California
$5K -$1.12K -23 -17%
Simplex Trading
345
Simplex Trading
Illinois
$4K -$25.9K -532 -84%
HR
346
Howe & Rusling
New York
$4K -$8.27K -170 -65%
BAM
347
Byrne Asset Management
New Jersey
$4K
GWMI
348
Guardian Wealth Management (Illinois)
Illinois
$4K
MA
349
MUFG Americas
New York
$3K -$20.1K -413 -84%
MW
350
Milestone Wealth
New York
$3K -$243 -5 -7%

IXN Hedge Fund Activity: Q3 2022 in Review

374 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q3 2022, worth a combined $1.52B — down 16% from $1.81B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of IXN and 34 opened new positions — a net loss of 15 holders — while 183 trimmed existing stakes and 65 added.

The largest buyer was Pictet Asset Management (Switzerland), adding an estimated $25M. The largest seller was Envestnet Asset Management, cutting an estimated $57.5M.

  • 374 institutional investors held iShares Global Tech ETF (IXN) as of Q3 2022, down from 395 in Q2 2022.
  • Funds reported $1.52B of iShares Global Tech ETF stock for Q3 2022, down 16% quarter-over-quarter.
  • 34 funds opened new iShares Global Tech ETF positions in Q3 2022 and 49 closed out, a net change of -15 holders.
  • The largest iShares Global Tech ETF buyer in Q3 2022 was Pictet Asset Management (Switzerland), an estimated $25M added.
  • The largest iShares Global Tech ETF seller in Q3 2022 was Envestnet Asset Management, an estimated $57.5M sold.

Based on aggregated 13F filings for Q3 2022.