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iShares Global Tech ETF

374 hedge funds and large institutions have $1.52B invested in iShares Global Tech ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 65 increasing their positions, 183 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.42% less ownership

Funds ownership: 56.76%55.34% (-1.4%)

5% less funds holding

Funds holding: 395374 (-21)

16% less capital invested

Capital invested by funds: $1.81B → $1.52B (-$292M)

31% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 49

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

64% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 183

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.8M

Holders
374
Holders Change
-21
Holders Change %
-5.32%
% of All Funds
6.44%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
34
Increased
65
Reduced
183
Closed
49
Calls
Puts
$1.8M
Net Calls
-$1.8M
Net Calls Change
+$579K
Name Holding Trade Value Shares
Change
Change in
Stake
VCP
401
Vista Capital Partners
Oregon
-$215K -4,698 Closed
VCP
402
Verus Capital Partners
Arizona
-$215K -4,694 Closed
WIA
403
World Investment Advisors
California
-$245K -4,689 Closed
AFAS
404
Acorn Financial Advisory Services
Virginia
-$210K -4,588 Closed
SVWAG
405
Sound View Wealth Advisors Group
Georgia
-$206K -4,500 Closed
JWS
406
Juncture Wealth Strategies
Arizona
-$203K -4,449 Closed
PFGIA
407
Patriot Financial Group Insurance Agency
Massachusetts
-$203K -4,433 Closed
APP
408
Avantax Planning Partners
Iowa
-$202K -4,414 Closed
EWA
409
EP Wealth Advisors
California
-$191K -4,174 Closed
BWM
410
BCGM Wealth Management
Indiana
-$204K -3,971 Closed
EW
411
Evoke Wealth
California
-$74K -1,620 Closed
CWP
412
Concord Wealth Partners
Virginia
-$63K -1,386 Closed
BMD
413
Better Money Decisions
New Mexico
-$55K -1,200 Closed
TCWM
414
Total Clarity Wealth Management
Illinois
-$36K -780 Closed
AW
415
Avion Wealth
Texas
-$16K -356 Closed
OIA
416
Optimum Investment Advisors
Illinois
-$9K -200 Closed
CA
417
Crewe Advisors
Utah
-$8K -180 Closed
SIM
418
Studio Investment Management
Illinois
-$8K -173 Closed
ACK
419
Andrew C. Karlinski
-$5K -114 Closed
SCA
420
Stuart Chaussee & Associates
California
-$4K -82 Closed
MPWT
421
MassMutual Private Wealth & Trust
Connecticut
-$2K -47 Closed
RIM
422
Rockbridge Investment Management
New York
-$1.6K -35 Closed

IXN Hedge Fund Activity: Q3 2022 in Review

374 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q3 2022, worth a combined $1.52B — down 16% from $1.81B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of IXN and 34 opened new positions — a net loss of 15 holders — while 183 trimmed existing stakes and 65 added.

The largest buyer was Pictet Asset Management (Switzerland), adding an estimated $25M. The largest seller was Envestnet Asset Management, cutting an estimated $57.5M.

  • 374 institutional investors held iShares Global Tech ETF (IXN) as of Q3 2022, down from 395 in Q2 2022.
  • Funds reported $1.52B of iShares Global Tech ETF stock for Q3 2022, down 16% quarter-over-quarter.
  • 34 funds opened new iShares Global Tech ETF positions in Q3 2022 and 49 closed out, a net change of -15 holders.
  • The largest iShares Global Tech ETF buyer in Q3 2022 was Pictet Asset Management (Switzerland), an estimated $25M added.
  • The largest iShares Global Tech ETF seller in Q3 2022 was Envestnet Asset Management, an estimated $57.5M sold.

Based on aggregated 13F filings for Q3 2022.