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iShares Global Tech ETF
IXN

376 hedge funds and large institutions have $1.68B invested in iShares Global Tech ETF in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 79 increasing their positions, 146 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.33% less ownership

Funds ownership: 49.62% → 49.29% (-0.33%)

3% less funds holding

Funds holding: 389 → 376 (-13)

9% less capital invested

Capital invested by funds: $1.84B → $1.68B (-$158M)

16% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 37

25% less funds holding in top 10

Funds holding in top 10: 8 → 6 (-2)

46% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 146

88% less call options, than puts

Call options by funds: $116K | Put options by funds: $954K

Holders
376
Holders Change
-13
Holders Change %
-3.34%
% of All Funds
5.97%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
31
Increased
79
Reduced
146
Closed
37
Calls
$116K
Puts
$954K
Net Calls
-$838K
Net Calls Change
-$2.1M

Top Buyers

1
Jane Street
Jane Street
New York
+$9.35M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.47M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$3.12M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$2.86M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$2.59M

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$9.24M
2
JP Morgan Chase
JP Morgan Chase
New York
-$8.34M
3
SWG
Summit Wealth Group
Vermont
-$5.89M
4
BlackRock
BlackRock
New York
-$5.1M
5
Bank of America
Bank of America
North Carolina
-$4.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
376
Aspire Wealth Management
Massachusetts
$35 – – –
OP
377
ORG Partners
Indiana
$22 -$47.3K -778 Closed
SWG
378
Summit Wealth Group
Vermont
– -$5.89M -94,661 Closed
SIA
379
SkyView Investment Advisors
New Jersey
– -$1.79M -28,783 Closed
HAS
380
HBW Advisory Services
California
– -$1.11M -17,929 Closed
QAM
381
Q3 Asset Management
Michigan
– -$1.09M -17,604 Closed
CIAS
382
CFS Investment Advisory Services
New Jersey
– -$716K -11,518 Closed
CW
383
CreativeOne Wealth
Kansas
– -$435K -6,996 Closed
Millennium Management
384
Millennium Management
New York
– -$373K -6,001 Closed
FAIM
385
Financial Advocates Investment Management
Washington
– -$206K -4,778 Closed
LWM
386
Liberty Wealth Management
California
– -$271K -4,361 Closed
TI
387
Trexquant Investment
Connecticut
– -$245K -3,932 Closed
QPWM
388
Quadrant Private Wealth Management
Pennsylvania
– -$220K -3,540 Closed
GLA
389
Good Life Advisors
Pennsylvania
– -$219K -3,519 Closed
PP
390
PDS Planning
Ohio
– -$213K -3,426 Closed
BWM
391
BCGM Wealth Management
Indiana
– -$212K -3,411 Closed
VA
392
Valmark Advisers
Ohio
– -$208K -3,348 Closed
GLLW
393
Graves Light Lenhart Wealth
Virginia
– -$204K -3,276 Closed
SW
394
SteelPeak Wealth
California
– -$204K -3,276 Closed
RBC
395
Romano Brothers & Co
Illinois
– -$203K -3,265 Closed
LC
396
Lindbrook Capital
California
– -$123K -1,983 Closed
CF
397
Centaurus Financial
California
– -$103K -1,660 Closed
First Manhattan
398
First Manhattan
New York
– -$43.3K -696 Closed
1832 Asset Management
399
1832 Asset Management
Ontario, Canada
– -$24.6K -395 Closed
EWM
400
EPG Wealth Management
Georgia
– -$21.6K -348 Closed
13 14 15
16
17

IXN Hedge Fund Activity: Q3 2023 in Review

376 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q3 2023, worth a combined $1.68B — down 8.6% from $1.84B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of IXN and 31 opened new positions — a net loss of 6 holders — while 146 trimmed existing stakes and 79 added.

The largest buyer was Jane Street, opening a new position worth an estimated $9.35M. The largest seller was Commonwealth Equity Services, cutting an estimated $9.24M.

  • 376 institutional investors held iShares Global Tech ETF (IXN) as of Q3 2023, down from 389 in Q2 2023.
  • Funds reported $1.68B of iShares Global Tech ETF stock for Q3 2023, down 8.6% quarter-over-quarter.
  • 31 funds opened new iShares Global Tech ETF positions in Q3 2023 and 37 closed out, a net change of -6 holders.
  • The largest iShares Global Tech ETF buyer in Q3 2023 was Jane Street, an estimated $9.35M added.
  • The largest iShares Global Tech ETF seller in Q3 2023 was Commonwealth Equity Services, an estimated $9.24M sold.

Based on aggregated 13F filings for Q3 2023.