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iShares Global Tech ETF

447 hedge funds and large institutions have $3.38B invested in iShares Global Tech ETF in 2022 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 101 increasing their positions, 220 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more call options, than puts

Call options by funds: $4.35M | Put options by funds: $3.43M

0.88% more ownership

Funds ownership: 69.1%69.98% (+0.88%)

8% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 51

2% less funds holding

Funds holding: 457447 (-10)

18% less capital invested

Capital invested by funds: $4.1B → $3.38B (-$720M)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

54% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 220

Holders
447
Holders Change
-10
Holders Change %
-2.19%
% of All Funds
7.05%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
47
Increased
101
Reduced
220
Closed
51
Calls
$4.35M
Puts
$3.43M
Net Calls
+$926K
Net Calls Change
+$340K
Name Holding Trade Value Shares
Change
Change in
Stake
KFI
351
Key Financial Inc
Pennsylvania
$131K
FPS
352
Fieldpoint Private Securities
Connecticut
$122K
LC
353
Lindbrook Capital
California
$115K
UB
354
UMB Bank
Missouri
$110K -$3.29K -57 -3%
RG
355
Retirement Group
California
$104K
GRP
356
Global Retirement Partners
California
$104K +$125K +2,157 New
CF
357
Centaurus Financial
California
$102K -$1.24M -21,482 -92%
EW
358
Evoke Wealth
California
$94K
FFA
359
Founders Financial Alliance
North Carolina
$88K -$7.74K -134 -8%
Koshinski Asset Management
360
Koshinski Asset Management
Illinois
$87.1K -$577 -10 -0.7%
PP
361
PFS Partners
New Jersey
$86.6K -$11.3K -196 -12%
AWM
362
Angeles Wealth Management
California
$82K +$82K +1,420 New
CA
363
Clearstead Advisors
Ohio
$81K -$14.4K -250 -15%
TFS
364
TrustCore Financial Services
Tennessee
$81K
CFD
365
Creative Financial Designs
Indiana
$78K
CWP
366
Concord Wealth Partners
Virginia
$77K -$18.8K -325 -20%
AIC
367
Archer Investment Corporation
Indiana
$64.6K
MRCM
368
M&R Capital Management
New Jersey
$63K +$8.66K +150 +16%
CTC
369
Central Trust Company
Missouri
$62K -$10K -174 -14%
AA
370
AlphaMark Advisors
Kentucky
$61K -$95.3K -1,650 -61%
TFGT
371
TS Financial Group (TSFG)
Illinois
$60K +$5.54K +96 +10%
PFS
372
Prospera Financial Services
Texas
$57K +$56.3K +975 New
AF
373
Affiance Financial
Minnesota
$56K
JWM
374
Janiczek Wealth Management
Colorado
$52K
ME
375
McIlrath & Eck
Washington
$51K

IXN Hedge Fund Activity: Q1 2022 in Review

447 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q1 2022, worth a combined $3.38B — down 18% from $4.1B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of IXN and 47 opened new positions — a net loss of 4 holders — while 220 trimmed existing stakes and 101 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $108M. The largest seller was Envestnet Asset Management, cutting an estimated $163M.

  • 447 institutional investors held iShares Global Tech ETF (IXN) as of Q1 2022, down from 457 in Q4 2021.
  • Funds reported $3.38B of iShares Global Tech ETF stock for Q1 2022, down 18% quarter-over-quarter.
  • 47 funds opened new iShares Global Tech ETF positions in Q1 2022 and 51 closed out, a net change of -4 holders.
  • The largest iShares Global Tech ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $108M added.
  • The largest iShares Global Tech ETF seller in Q1 2022 was Envestnet Asset Management, an estimated $163M sold.

Based on aggregated 13F filings for Q1 2022.