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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
CCM
426
Chilton Capital Management
Texas
$7K +$6.27K +102 New
ACK
427
Andrew C. Karlinski
$7K +$7K +114 New
GWMI
428
Guardian Wealth Management (Illinois)
Illinois
$6K +$5.53K +90 New
IF
429
Integrity Financial
Wyoming
$6K +$5.65K +92 New
BAM
430
Byrne Asset Management
New Jersey
$6K +$5.9K +96 New
IRC
431
Investors Research Corp
Georgia
$5K
LAS
432
Lloyd Advisory Services
Georgia
$5K
MW
433
Milestone Wealth
New York
$5K +$4.42K +72 New
WBC
434
West Branch Capital
Massachusetts
$5K +$4.61K +75 New
CI
435
Cordant Inc
Oregon
$5K +$5.16K +84 New
AWM
436
Avior Wealth Management
Nebraska
$4K
MAM
437
Meeder Asset Management
Ohio
$4K +$4.05K +66 New
SPA
438
Shore Point Advisors
New Jersey
$4K +$4.24K +69 New
BLC
439
Brown, Lisle/Cummings
Rhode Island
$3.15K +$3.01K +49 New
LWM
440
Liberty Wealth Management
California
$3.11K -$3.22M -52,413 Closed
CAAS
441
Capital Asset Advisory Services
Michigan
$3K
EW
442
Element Wealth
Mississippi
$3K
MRC
443
Millburn Ridgefield Corp
New York
$3K +$1.23K +20 +63%
RPCONE
444
Retirement Planning Company of New England
Rhode Island
$3K +$3.32K +54 New
FGAM
445
Financial Gravity Asset Management
Texas
$2.98K +$20.5K +334 +668%
TAM
446
Tucker Asset Management
Colorado
$2.33K
PA
447
PSI Advisors
Florida
$2K
RIM
448
Rockbridge Investment Management
New York
$2K
BBPWM
449
Blue Bell Private Wealth Management
Pennsylvania
$2K +$1.6K +26 New
EWM
450
Evermay Wealth Management
Virginia
$2K +$1.91K +31 New

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.