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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
TFS
376
TrustCore Financial Services
Tennessee
$90K
CFD
377
Creative Financial Designs
Indiana
$87K
CTC
378
Central Trust Company
Missouri
$80K
Jones Financial Companies
379
Jones Financial Companies
Missouri
$78K +$74.1K +1,206 New
AIC
380
Archer Investment Corporation
Indiana
$75.3K
First Manhattan
381
First Manhattan
New York
$64K -$2.95K -48 -5%
AF
382
Affiance Financial
Minnesota
$63K
MA
383
MUFG Americas
New York
$61K
MRCM
384
M&R Capital Management
New Jersey
$60K +$123 +2 +0.2%
TFGT
385
TS Financial Group (TSFG)
Illinois
$60K +$45.5K +740 +385%
JWM
386
Janiczek Wealth Management
Colorado
$58K
ME
387
McIlrath & Eck
Washington
$56K
NFSG
388
Newbridge Financial Services Group
Florida
$52K -$7.43K -121 -13%
SBL
389
Sargent Bickham Lagudis
Colorado
$52K +$123 +2 +0.3%
VCM
390
Versant Capital Management
Arizona
$51K
TCWM
391
Total Clarity Wealth Management
Illinois
$50K
BWL
392
Bogart Wealth LLC
Virginia
$48K
CIAS
393
Capital Investment Advisory Services
North Carolina
$41K -$35.4K -576 -47%
PMFA
394
Plante Moran Financial Advisors
Michigan
$41K
RFA
395
Reilly Financial Advisors
California
$41K
AssetMark Inc
396
AssetMark Inc
California
$39K -$33.9K -551 -47%
FAG
397
Fortitude Advisory Group
Washington
$39K +$37.6K +612 New
FWP
398
FAS Wealth Partners
Kansas
$31K -$17.6K -287 -38%
AA
399
Addison Advisors
Vermont
$30K +$28.8K +468 New
GWS
400
Glassman Wealth Services
Virginia
$29K +$27.3K +444 New

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.