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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
AIC
351
Archer Investment Corporation
Indiana
$130K -$18.3K -240 -13%
FFA
352
Farther Finance Advisors
California
$126K +$1.83K +24 +2%
SS
353
Sunbelt Securities
Texas
$125K +$1.6K +21 +1%
AWM
354
Angeles Wealth Management
California
$118K – – –
AssetMark Inc
355
AssetMark Inc
California
$108K -$42.1M -552,477 -100%
CIA
356
Cape Investment Advisory
Georgia
$105K – – –
TFF
357
The Family Firm
Maryland
$95.4K +$87.8K +1,152 New
CWM
358
Compass Wealth Management
Connecticut
$94.9K – – –
MRCM
359
M&R Capital Management
New Jersey
$92.2K +$1.6K +21 +2%
PP
360
PFS Partners
New Jersey
$78.2K – – –
CAM
361
Creekmur Asset Management
Illinois
$77.2K -$88.8K -1,166 -56%
JWM
362
Janiczek Wealth Management
Colorado
$74.9K – – –
LFASL
363
Lugano Financial Advisors SA (LFA)
Switzerland
$74.5K – – –
WP
364
WealthShield Partners
North Carolina
$74.2K – – –
NB
365
NBT Bank
New York
$72.9K -$1.98K -26 -3%
ME
366
McIlrath & Eck
Washington
$72.5K – – –
NS
367
NBC Securities
Alabama
$69K -$72.1K -947 -53%
MG
368
Mather Group
Illinois
$65.8K – – –
CFD
369
Creative Financial Designs
Indiana
$62.1K – – –
NCM
370
Northwest Capital Management
Oregon
$62.1K – – –
HWP
371
Highline Wealth Partners
California
$60.9K – – –
OP
372
ORG Partners
Indiana
$59.5K +$54.1K +710 New
BWL
373
Bogart Wealth LLC
Virginia
$56.6K +$2.67K +35 +5%
CICI
374
Capital Investment Counsel Inc
North Carolina
$47.6K – – –
VWM
375
Venturi Wealth Management
Texas
$47.4K – – –
13 14
15
16 17

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.