We are live on ! Find out more
IXN icon

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
TFP
401
Tilia Fiduciary Partners
North Carolina
$15K
EAM
402
Erste Asset Management
Austria
$14.5K -$115K -2,000 -89%
RA
403
Rise Advisors
New York
$14K -$5.77K -100 -29%
IFAM
404
Institutional & Family Asset Management
Colorado
$14K +$6.06K +105 +75%
TAM
405
Tucker Asset Management
Colorado
$13.9K +$11.7K +203 +564%
CMBA
406
C.M. Bidwell & Associates
Hawaii
$12K
DWA
407
Dougherty Wealth Advisers
Minnesota
$12K
CWA
408
Clearview Wealth Advisors
Oregon
$11K
IWP
409
IAG Wealth Partners
Wisconsin
$11K
HA
410
Herold Advisors
New York
$10.1K +$10K +174 New
CA
411
Crewe Advisors
Utah
$10K
JPLA
412
Joseph P. Lucia & Associates
New York
$10K +$10.4K +180 New
ACA
413
Aptus Capital Advisors
Alabama
$8K -$14.1K -244 -64%
LAS
414
Lloyd Advisory Services
Georgia
$8K +$3.06K +53 +68%
FMII
415
Farmers & Merchants Investments Inc
Nebraska
$8K +$8.03K +139 New
TRCT
416
Tower Research Capital (TRC)
New York
$7K -$115 -2 -2%
ACK
417
Andrew C. Karlinski
$7K
HIA
418
Harbor Investment Advisory
Maryland
$7K
IF
419
Integrity Financial
Wyoming
$7K +$1.44K +25 +27%
LWA
420
Lenox Wealth Advisors
New York
$7K +$7.68K +133 New
BAM
421
Byrne Asset Management
New Jersey
$6K
GWMI
422
Guardian Wealth Management (Illinois)
Illinois
$5K
MW
423
Milestone Wealth
New York
$5K
IRC
424
Investors Research Corp
Georgia
$4K
WBC
425
West Branch Capital
Massachusetts
$4K

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.