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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
CCFM
376
Clear Creek Financial Management
Washington
– -$1.01M -23,016 Closed
FFN
377
Focus Financial Network
Minnesota
– -$741K -16,854 Closed
BCM
378
Barometer Capital Management
Ontario, Canada
– -$712K -16,200 Closed
Millennium Management
379
Millennium Management
New York
– -$536 -12,192 Closed
VF
380
Virtu Financial
New York
– -$492K -11,196 Closed
TI
381
Trexquant Investment
Connecticut
– -$442K -10,068 Closed
TCM
382
Traynor Capital Management
Pennsylvania
– -$284K -6,366 Closed
3F
383
360 Financial
Minnesota
– -$217K -4,950 Closed
PAM
384
Peak Asset Management
Colorado
– -$211K -4,800 Closed
AA
385
Advisory Alpha
Michigan
– -$139K -3,138 Closed
CI
386
CX Institutional
Indiana
– -$57K -1,302 Closed
PFS
387
Prospera Financial Services
Texas
– -$51K -1,158 Closed
EP
388
Eudaimonia Partners
Tennessee
– -$41K -942 Closed
CHAM
389
Clear Harbor Asset Management
Connecticut
– -$19.8K -450 Closed
PB
390
Pinnacle Bancorp
Nebraska
– -$7K -168 Closed
FHA
391
Flagship Harbor Advisors
Massachusetts
– -$6K -138 Closed
WCG
392
Weaver Consulting Group
California
– -$6K -138 Closed
RMC
393
Resources Management Corp
Connecticut
– -$5K -114 Closed
FA
394
Fortis Advisors
Pennsylvania
– -$4.99K -108 Closed
CHA
395
Carmichael Hill & Associates
Maryland
– -$3K -78 Closed
LWANC
396
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$3K -60 Closed
SIAG
397
Safeguard Investment Advisory Group
California
– +$555 +12 New
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.