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iShares Global Tech ETF
IXN

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: 9 → 14 (+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: 335 → 370 (+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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$49.5M
2
JP Morgan Chase
JP Morgan Chase
New York
+$23.9M
3
DZ Bank
DZ Bank
Germany
+$23.4M
4
AssetMark Inc
AssetMark Inc
California
+$21.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$13.7M

Top Sellers

Rank Fund Capital Flow
1
Fisher Asset Management
Fisher Asset Management
Washington
-$36.8M
2
SW
SteelPeak Wealth
California
-$5.94M
3
5L
55I LLC
Massachusetts
-$5.37M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.36M
5
ACP
Aveo Capital Partners
Colorado
-$3.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
HF
351
Halpern Financial
Virginia
$6K – – –
AF
352
Allworth Financial
California
$6K +$5.55K +120 New
ACA
353
Aptus Capital Advisors
Alabama
$5K – – –
MRC
354
Millburn Ridgefield Corp
New York
$5K +$1.11K +24 +33%
IRC
355
Investors Research Corp
Georgia
$4K – – –
LDFR
356
Lehman & Derafelo Financial Resources
Pennsylvania
$4K – – –
TCM
357
TD Capital Management
Tennessee
$4K – – –
PWPS
358
Pinnacle Wealth Planning Services
Ohio
$4K +$3.33K +72 New
AWM
359
Avior Wealth Management
Nebraska
$3K -$7.49K -162 -71%
NFSG
360
Newbridge Financial Services Group
Florida
$3K – – –
VRM
361
Vectors Research Management
New York
$3K – – –
FGAM
362
Financial Gravity Asset Management
Texas
$3K +$2.5K +54 New
AAMA
363
Advanced Asset Management Advisors
Ohio
$2K – – –
AF
364
Arrow Financial
New York
$2K – – –
RIM
365
Rockbridge Investment Management
New York
$2K – – –
SQA
366
Simon Quick Advisors
New Jersey
$2K – – –
EW
367
Element Wealth
Mississippi
$2K +$2.22K +48 New
PFA
368
Professional Financial Advisors
Nebraska
$1K -$5.27K -114 -90%
CRI
369
Colonial River Investments
Virginia
$357 +$312K +6,750 New
TAM
370
Tucker Asset Management
Colorado
$300 +$277 +6 New
Susquehanna International Group
371
Susquehanna International Group
Pennsylvania
– -$4.36M -99,246 Closed
ACP
372
Aveo Capital Partners
Colorado
– -$3.66M -83,292 Closed
Bank of Nova Scotia
373
Bank of Nova Scotia
Ontario, Canada
– -$1.62M -36,900 Closed
VHAM
374
Van Hulzen Asset Management
California
– -$1.52M -34,638 Closed
CC
375
Copperleaf Capital
North Carolina
– -$1.18M -26,820 Closed
12 13 14
15
16

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.