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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
EW
351
Element Wealth
Mississippi
$3K
IRC
352
Investors Research Corp
Georgia
$3K
LDFR
353
Lehman & Derafelo Financial Resources
Pennsylvania
$3K
MRC
354
Millburn Ridgefield Corp
New York
$3K +$973 +20 +34%
BLC
355
Brown, Lisle/Cummings
Rhode Island
$2.07K
AWM
356
Avior Wealth Management
Nebraska
$2K
CAAS
357
Capital Asset Advisory Services
Michigan
$2K
PA
358
PSI Advisors
Florida
$2K
SWM
359
Selective Wealth Management
Virginia
$2K
TWP
360
TFO Wealth Partners
Ohio
$2K
JFGIW
361
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K +$2.14K +44 New
HGERS
362
Householder Group Estate & Retirement Specialist
Arizona
$2K +$3.45K +71 New
TAM
363
Tucker Asset Management
Colorado
$1.64K -$2.24K -46 -56%
AAMA
364
Advanced Asset Management Advisors
Ohio
$1K
BBPWM
365
Blue Bell Private Wealth Management
Pennsylvania
$1K
GWANC
366
Guardian Wealth Advisors (North Carolina)
North Carolina
$1K
HWA
367
HHM Wealth Advisors
Tennessee
$1K
VNA
368
Valley National Advisers
Pennsylvania
$1K
NC
369
NewSquare Capital
Pennsylvania
$1K +$730 +15 New
PC
370
Pecaut & Co
Iowa
$1K +$1.17K +24 New
FGAM
371
Financial Gravity Asset Management
Texas
$661 -$389 -8 -9%
GFPC
372
Global Financial Private Client
Florida
$131 -$194K -3,982 -100%
WIM
373
Westside Investment Management
California
$3
EF
374
Empowered Funds
Pennsylvania
-$18M -394,198 Closed
HT
375
HAP Trading
New York
-$2.7M -59,026 Closed

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.