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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
ED
401
Exane Derivatives
France
$27.2K +$5.65K +92 +28%
ACA
402
Aptus Capital Advisors
Alabama
$25K +$22.1K +360 +1,500%
SWM
403
Selective Wealth Management
Virginia
$25K +$23.5K +383 New
Optiver Holding
404
Optiver Holding
Netherlands
$23K +$22.2K +362 New
CIA
405
Choate Investment Advisors
Massachusetts
$22K +$21K +342 New
RA
406
Rise Advisors
New York
$21.9K +$20.8K +339 New
SMA
407
Sage Mountain Advisors
Georgia
$21K -$13.6K -222 -40%
HNWAG
408
High Net Worth Advisory Group
Florida
$20K +$19.2K +312 New
TWM
409
Tradition Wealth Management
Minnesota
$18K -$6.21K -101 -26%
PO
410
Private Ocean
California
$17K
TFP
411
Tilia Fiduciary Partners
North Carolina
$17K +$16K +261 New
AWM
412
Abound Wealth Management
Tennessee
$15.5K +$14.8K +241 New
HR
413
Howe & Rusling
New York
$15K +$14.7K +240 New
CMBA
414
C.M. Bidwell & Associates
Hawaii
$14K
DWA
415
Dougherty Wealth Advisers
Minnesota
$13K
IWP
416
IAG Wealth Partners
Wisconsin
$13K +$12.1K +197 New
CWA
417
Clearview Wealth Advisors
Oregon
$12K
CA
418
Crewe Advisors
Utah
$12K
JFA
419
JNBA Financial Advisors
Minnesota
$11K +$10.9K +178 New
AWM
420
Aspire Wealth Management
Massachusetts
$10K +$9.28K +151 New
MPWT
421
MassMutual Private Wealth & Trust
Connecticut
$9K -$41.5K -676 -83%
IFAM
422
Institutional & Family Asset Management
Colorado
$9K
TRCT
423
Tower Research Capital (TRC)
New York
$8K -$3.01K -49 -29%
AF
424
Allworth Financial
California
$8K
HIA
425
Harbor Investment Advisory
Maryland
$7K +$4.12K +67 +140%

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.