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iShares Global Tech ETF
IXN

430 hedge funds and large institutions have $2.41B invested in iShares Global Tech ETF in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 120 increasing their positions, 135 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 38

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

7% more capital invested

Capital invested by funds: $2.24B → $2.41B (+$164M)

0% more funds holding

Funds holding: 428 → 430 (+2)

2.05% less ownership

Funds ownership: 48.88% → 46.83% (-2%)

11% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 135

Holders
430
Holders Change
+2
Holders Change %
+0.47%
% of All Funds
6.21%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
48
Increased
120
Reduced
135
Closed
38
Calls
$290K
Puts
–
Net Calls
+$290K
Net Calls Change
-$92K

Top Buyers

1
PCH
PGIM Custom Harvest
New Jersey
+$59M
2
PS
Portfolio Strategies
New York
+$26.8M
3
TI
Tidal Investments
Wisconsin
+$9.51M
4
VIA
Vickerman Investment Advisors
Washington
+$8.78M
5
SGWM
Sterling Group Wealth Management
California
+$7.83M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$79.8M
2
AssetMark Inc
AssetMark Inc
California
-$42.1M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$12.6M
4
Pictet Asset Management
Pictet Asset Management
Switzerland
-$9.58M
5
GF
Gimbal Financial
Indiana
-$9.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
Simplex Trading
376
Simplex Trading
Illinois
$47K +$44.1K +579 New
PMFA
377
Plante Moran Financial Advisors
Michigan
$45.6K – – –
AF
378
Advisornet Financial
Minnesota
$42.2K – – –
BHWM
379
Bay Harbor Wealth Management
Maryland
$41.2K – – –
EW
380
Element Wealth
Mississippi
$40.5K +$37.3K +489 New
AA
381
Ancora Advisors
Ohio
$38.7K -$3.5K -46 -9%
HCM
382
Hollencrest Capital Management
California
$37.3K – – –
MFC
383
Morris Financial Concepts
South Carolina
$36.9K -$762 -10 -2%
TWC
384
TD Waterhouse Canada
Ontario, Canada
$36.5K +$33.3K +437 New
CP
385
Castleview Partners
Texas
$35.7K – – –
FFA
386
Founders Financial Alliance
North Carolina
$34.5K – – –
GA
387
GFS Advisors
Texas
$33K +$1.04M +13,619 New
SIS
388
Sound Income Strategies
Florida
$31.3K -$5.49K -72 -16%
APC
389
Aspire Private Capital
North Carolina
$31.2K – – –
CPG
390
Cornerstone Planning Group
New Jersey
$28.7K -$3.96K -52 -12%
FCA
391
FinTrust Capital Advisors
South Carolina
$27.3K – – –
FFA
392
Frazier Financial Advisors
Ohio
$26.6K +$76 +1 +0.3%
RIL
393
Rothschild Investment LLC
Illinois
$26.3K – – –
CTA
394
Colonial Trust Advisors
South Carolina
$24.8K – – –
FHA
395
First Horizon Advisors
Tennessee
$23.5K – – –
CCA
396
Criterion Capital Advisors
Tennessee
$22.4K – – –
FCMT
397
Founders Capital Management (Texas)
Texas
$22K – – –
CAL
398
Capital Analysts LLC
Pennsylvania
$21K +$76 +1 +0.4%
PIS
399
POM Investment Strategies
North Carolina
$21K +$19.3K +253 New
HBW
400
Hazlett, Burt & Watson
West Virginia
$20K – – –
14 15
16
17 18

IXN Hedge Fund Activity: Q2 2024 in Review

430 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q2 2024, worth a combined $2.41B — up 7.3% from $2.24B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new IXN positions and 38 closed out — a net gain of 10 holders — while 120 added to existing stakes and 135 trimmed.

The largest buyer was PGIM Custom Harvest, adding an estimated $59M. The largest seller was Fisher Asset Management, cutting an estimated $79.8M.

  • 430 institutional investors held iShares Global Tech ETF (IXN) as of Q2 2024, up from 428 in Q1 2024.
  • Funds reported $2.41B of iShares Global Tech ETF stock for Q2 2024, up 7.3% quarter-over-quarter.
  • 48 funds opened new iShares Global Tech ETF positions in Q2 2024 and 38 closed out, a net change of +10 holders.
  • The largest iShares Global Tech ETF buyer in Q2 2024 was PGIM Custom Harvest, an estimated $59M added.
  • The largest iShares Global Tech ETF seller in Q2 2024 was Fisher Asset Management, an estimated $79.8M sold.

Based on aggregated 13F filings for Q2 2024.