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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
HWMA
376
Heritage Wealth Management (Arizona)
Arizona
$51K +$50.6K +876 New
Kayne Anderson Rudnick Investment Management
377
Kayne Anderson Rudnick Investment Management
California
$49K -$48.5K -840 -50%
MA
378
MUFG Americas
New York
$48K -$7.1K -123 -13%
VCM
379
Versant Capital Management
Arizona
$46K
BWL
380
Bogart Wealth LLC
Virginia
$43K
SLWA
381
San Luis Wealth Advisors
California
$41K +$36.3K +629 New
SC
382
Siena Capital
Ohio
$41K +$40.9K +708 New
First Manhattan
383
First Manhattan
New York
$40K -$17.3K -300 -30%
GWMIA
384
Global Wealth Management Investment Advisory
Florida
$39K +$39.3K +680 New
PMFA
385
Plante Moran Financial Advisors
Michigan
$37K
CIAS
386
CFS Investment Advisory Services
New Jersey
$33K +$108M +1,867,907 +5,926%
NFSG
387
Newbridge Financial Services Group
Florida
$30K -$16.7K -290 -36%
CIAS
388
Capital Investment Advisory Services
North Carolina
$30K -$7.27K -126 -20%
ED
389
Exane Derivatives
France
$26.9K +$2.42K +42 +10%
Optiver Holding
390
Optiver Holding
Netherlands
$25K +$4.39K +76 +21%
GIA
391
GHP Investment Advisors
Colorado
$24K +$23.6K +408 New
LSA
392
Lansing Street Advisors
Pennsylvania
$22K +$22.5K +390 New
CIA
393
Choate Investment Advisors
Massachusetts
$20K
SMA
394
Sage Mountain Advisors
Georgia
$19K
CP
395
Castleview Partners
Texas
$18K -$1.19M -20,538 -98%
HNWAG
396
High Net Worth Advisory Group
Florida
$18K
TWM
397
Tradition Wealth Management
Minnesota
$16K
SIS
398
Sound Income Strategies
Florida
$16K +$15.9K +276 New
AssetMark Inc
399
AssetMark Inc
California
$15K -$20.1K -348 -57%
PO
400
Private Ocean
California
$15K

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.