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iShares Global Tech ETF
IXN

430 hedge funds and large institutions have $2.41B invested in iShares Global Tech ETF in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 120 increasing their positions, 135 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 38

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

7% more capital invested

Capital invested by funds: $2.24B → $2.41B (+$164M)

0% more funds holding

Funds holding: 428 → 430 (+2)

2.05% less ownership

Funds ownership: 48.88% → 46.83% (-2%)

11% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 135

Holders
430
Holders Change
+2
Holders Change %
+0.47%
% of All Funds
6.21%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
48
Increased
120
Reduced
135
Closed
38
Calls
$290K
Puts
–
Net Calls
+$290K
Net Calls Change
-$92K

Top Buyers

1
PCH
PGIM Custom Harvest
New Jersey
+$59M
2
PS
Portfolio Strategies
New York
+$26.8M
3
TI
Tidal Investments
Wisconsin
+$9.51M
4
VIA
Vickerman Investment Advisors
Washington
+$8.78M
5
SGWM
Sterling Group Wealth Management
California
+$7.83M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$79.8M
2
AssetMark Inc
AssetMark Inc
California
-$42.1M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$12.6M
4
Pictet Asset Management
Pictet Asset Management
Switzerland
-$9.58M
5
GF
Gimbal Financial
Indiana
-$9.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
PI
326
PFG Investments
New York
$216K -$40.7K -534 -17%
FFN
327
Focus Financial Network
Minnesota
$216K +$199K +2,609 New
CVA
328
Central Valley Advisors
California
$215K – – –
HI
329
Harbour Investments
Wisconsin
$213K +$152 +2 +0.1%
Corient Private Wealth
330
Corient Private Wealth
Florida
$212K +$195K +2,562 New
PAS
331
Park Avenue Securities
New York
$211K +$194K +2,549 New
B
332
Bellecapital
Switzerland
$208K +$191K +2,508 New
BCI
333
Brinker Capital Investments
Pennsylvania
$207K +$190K +2,500 New
OPS
334
Orion Portfolio Solutions
Nebraska
$207K +$190K +2,500 New
WC
335
Whitney & Co
New York
$207K +$190K +2,500 New
UAG
336
United Advisor Group
Ohio
$203K +$187K +2,455 New
T
337
Tidemark
California
$198K +$182K +2,389 New
UB
338
UMB Bank
Missouri
$192K – – –
VWWMG
339
Vermillion & White Wealth Management Group
Pennsylvania
$189K +$76 +1 +0%
GEA
340
Glen Eagle Advisors
New Jersey
$188K – – –
KFI
341
Key Financial Inc
Pennsylvania
$188K – – –
AA
342
Addison Advisors
Vermont
$187K – – –
HIA
343
Harbor Investment Advisory
Maryland
$187K – – –
GRP
344
Global Retirement Partners
California
$180K -$22.2K -291 -12%
KOCAA
345
Knights of Columbus Asset Advisors
Connecticut
$179K – – –
SRCM
346
Signature Resources Capital Management
California
$161K -$5.03K -66 -3%
CTC
347
Central Trust Company
Missouri
$161K +$152 +2 +0.1%
FP
348
Financial Perspectives
Minnesota
$154K +$229 +3 +0.2%
CF
349
Centaurus Financial
California
$143K -$124K -1,629 -49%
CFGS
350
Concourse Financial Group Securities
Alabama
$140K +$15.8K +208 +14%
12 13
14
15 16

IXN Hedge Fund Activity: Q2 2024 in Review

430 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q2 2024, worth a combined $2.41B — up 7.3% from $2.24B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new IXN positions and 38 closed out — a net gain of 10 holders — while 120 added to existing stakes and 135 trimmed.

The largest buyer was PGIM Custom Harvest, adding an estimated $59M. The largest seller was Fisher Asset Management, cutting an estimated $79.8M.

  • 430 institutional investors held iShares Global Tech ETF (IXN) as of Q2 2024, up from 428 in Q1 2024.
  • Funds reported $2.41B of iShares Global Tech ETF stock for Q2 2024, up 7.3% quarter-over-quarter.
  • 48 funds opened new iShares Global Tech ETF positions in Q2 2024 and 38 closed out, a net change of +10 holders.
  • The largest iShares Global Tech ETF buyer in Q2 2024 was PGIM Custom Harvest, an estimated $59M added.
  • The largest iShares Global Tech ETF seller in Q2 2024 was Fisher Asset Management, an estimated $79.8M sold.

Based on aggregated 13F filings for Q2 2024.