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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
PA
401
Pineridge Advisors
Missouri
$18.1K +$16.7K +219 New
CMBA
402
C.M. Bidwell & Associates
Hawaii
$17.4K – – –
KFS
403
Kelly Financial Services
Massachusetts
$16.5K – – –
TFGT
404
TS Financial Group (TSFG)
Illinois
$16K – – –
AF
405
Allworth Financial
California
$15.8K -$8.38K -110 -36%
CIAS
406
Capital Investment Advisory Services
North Carolina
$15.7K – – –
FNWA
407
Financial Network Wealth Advisors
Utah
$14.5K +$13.3K +175 New
CAS
408
Coppell Advisory Solutions
Texas
$14.4K +$13.3K +174 New
HR
409
Howe & Rusling
New York
$13.7K – – –
ATS
410
Ashton Thomas Securities
New York
$13K +$11.4K +150 New
WIA
411
Wetzel Investment Advisors
Indiana
$12.6K – – –
LFG
412
Larson Financial Group
Missouri
$12.4K +$11.4K +150 New
DP
413
Denver PWM
Colorado
$10.8K +$9.9K +130 New
TRCT
414
Tower Research Capital (TRC)
New York
$10.4K – – –
YDMI
415
Y.D. More Investments
Israel
$8.28K -$5.18K -68 -40%
DF
416
Dunhill Financial
United Kingdom
$8.27K – – –
AA
417
AlphaMark Advisors
Kentucky
$8K +$1.37K +18 +24%
BAM
418
Byrne Asset Management
New Jersey
$7.96K – – –
IA
419
IFP Advisors
Florida
$7.29K +$6.7K +88 New
WIM
420
Westside Investment Management
California
$7.04K – – –
IF
421
Integrity Financial
Wyoming
$5.63K – – –
CWP
422
Concord Wealth Partners
Virginia
$4.39K -$2.67K -35 -40%
BLC
423
Brown, Lisle/Cummings
Rhode Island
$4.06K – – –
NP
424
NorthRock Partners
Minnesota
$2.98K – – –
TAM
425
Tucker Asset Management
Colorado
$2.98K – – –
15 16
17
18 19

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.