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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
CA
351
CoreCap Advisors
Michigan
$216K +$207K +3,362 New
RW
352
REDW Wealth
New Mexico
$212K +$203K +3,300 New
KOC
353
Koss-Olinger Consulting
Florida
$205K +$196K +3,190 New
RFC
354
Regions Financial Corp
Alabama
$202K +$193K +3,138 New
SS
355
Sunbelt Securities
Texas
$201K +$114K +1,863 +120%
GEA
356
Glen Eagle Advisors
New Jersey
$197K
AA
357
AlphaMark Advisors
Kentucky
$174K +$162K +2,640 +4,400%
BAM
358
Belpointe Asset Management
Nevada
$169K -$30.3K -493 -16%
CC
359
Commons Capital
Massachusetts
$169K +$162K +2,631 New
KFI
360
Key Financial Inc
Pennsylvania
$146K
EAM
361
Erste Asset Management
Austria
$145K +$46.1K +750 +50%
FPS
362
Fieldpoint Private Securities
Connecticut
$135K
LC
363
Lindbrook Capital
California
$128K +$122K +1,983 New
UB
364
UMB Bank
Missouri
$126K +$120K +1,947 New
RG
365
Retirement Group
California
$115K +$246 +4 +0.2%
IAG
366
Investmark Advisory Group
Connecticut
$115K +$111K +1,800 New
ACM
367
Absolute Capital Management
Pennsylvania
$111K +$106K +1,726 New
MP
368
McDonald Partners
Ohio
$111K +$106K +1,726 New
PP
369
PFS Partners
New Jersey
$109K +$104K +1,689 New
Kayne Anderson Rudnick Investment Management
370
Kayne Anderson Rudnick Investment Management
California
$108K
CWP
371
Concord Wealth Partners
Virginia
$107K +$102K +1,658 New
FFA
372
Founders Financial Alliance
North Carolina
$106K -$9.77K -159 -9%
CA
373
Clearstead Advisors
Ohio
$106K
EW
374
Evoke Wealth
California
$104K
Koshinski Asset Management
375
Koshinski Asset Management
Illinois
$97.4K +$12.3K +201 +15%

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.