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iShares Global Tech ETF

395 hedge funds and large institutions have $1.81B invested in iShares Global Tech ETF in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 83 increasing their positions, 191 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% less funds holding

Funds holding: 447395 (-52)

13.22% less ownership

Funds ownership: 69.98%56.76% (-13%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

47% less capital invested

Capital invested by funds: $3.38B → $1.81B (-$1.57B)

54% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 85

57% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 191

79% less call options, than puts

Call options by funds: $649K | Put options by funds: $3.02M

Holders
395
Holders Change
-52
Holders Change %
-11.63%
% of All Funds
6.65%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
39
Increased
83
Reduced
191
Closed
85
Calls
$649K
Puts
$3.02M
Net Calls
-$2.38M
Net Calls Change
-$3.3M
Name Holding Trade Value Shares
Change
Change in
Stake
LDFR
376
Lehman & Derafelo Financial Resources
Pennsylvania
$3K +$3.69K +73 New
BLC
377
Brown, Lisle/Cummings
Rhode Island
$2.24K
CAAS
378
Capital Asset Advisory Services
Michigan
$2K
PA
379
PSI Advisors
Florida
$2K
SWM
380
Selective Wealth Management
Virginia
$2K
CAL
381
Capital Analysts LLC
Pennsylvania
$2K +$2.07K +41 New
MPWT
382
MassMutual Private Wealth & Trust
Connecticut
$2K +$2.37K +47 New
TWP
383
TFO Wealth Partners
Ohio
$2K +$2.37K +47 New
RIM
384
Rockbridge Investment Management
New York
$1.6K -$51 -1 -3%
AAMA
385
Advanced Asset Management Advisors
Ohio
$1K
BBPWM
386
Blue Bell Private Wealth Management
Pennsylvania
$1K
HWA
387
HHM Wealth Advisors
Tennessee
$1K
VNA
388
Valley National Advisers
Pennsylvania
$1K
LPWM
389
Lake Point Wealth Management
Texas
$1K +$556 +11 New
GWANC
390
Guardian Wealth Advisors (North Carolina)
North Carolina
$1K +$1.21K +24 New
FGAM
391
Financial Gravity Asset Management
Texas
$717 -$1.21K -24 -21%
IAIM
392
International Assets Investment Management
Florida
$605 +$3.18K +63 +0.5%
WIM
393
Westside Investment Management
California
$3
SW
394
Signify Wealth
Missouri
-$4.03M -69,535 Closed
LWA
395
Lineweaver Wealth Advisors
Ohio
-$3.94M -67,953 Closed
CS
396
Comerica Securities
Michigan
-$2.76M -47,642 Closed
MCM
397
Maryland Capital Management
Maryland
-$1.78M -30,695 Closed
WF
398
Williams Financial
Vermont
-$1.64M -28,190 Closed
FANJ
399
Financial Architects (New Jersey)
New Jersey
-$1.44M -24,846 Closed
Millennium Management
400
Millennium Management
New York
-$1.37M -23,563 Closed

IXN Hedge Fund Activity: Q2 2022 in Review

395 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q2 2022, worth a combined $1.81B — down 47% from $3.38B a quarter earlier.

Sellers outnumbered buyers: 85 funds closed out of IXN and 39 opened new positions — a net loss of 46 holders — while 191 trimmed existing stakes and 83 added.

The largest buyer was Fisher Asset Management, adding an estimated $25M. The largest seller was Envestnet Asset Management, cutting an estimated $413M.

  • 395 institutional investors held iShares Global Tech ETF (IXN) as of Q2 2022, down from 447 in Q1 2022.
  • Funds reported $1.81B of iShares Global Tech ETF stock for Q2 2022, down 47% quarter-over-quarter.
  • 39 funds opened new iShares Global Tech ETF positions in Q2 2022 and 85 closed out, a net change of -46 holders.
  • The largest iShares Global Tech ETF buyer in Q2 2022 was Fisher Asset Management, an estimated $25M added.
  • The largest iShares Global Tech ETF seller in Q2 2022 was Envestnet Asset Management, an estimated $413M sold.

Based on aggregated 13F filings for Q2 2022.