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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
BBPWM
426
Blue Bell Private Wealth Management
Pennsylvania
$2.15K – – –
AAMA
427
Advanced Asset Management Advisors
Ohio
$1.41K – – –
FHC
428
First Heartland Consultants
Missouri
$309 +$284K +3,730 New
BNP Paribas Financial Markets
429
BNP Paribas Financial Markets
France
$248 -$229 -3 -50%
AAP
430
Arax Advisory Partners
Colorado
$84 – – –
AWM
431
Abound Wealth Management
Tennessee
$5 -$2.44K -32 Closed
GF
432
Gimbal Financial
Indiana
– -$9.35M -124,988 Closed
CBFP
433
Cedar Brook Financial Partners
Ohio
– -$5.56M -74,268 Closed
BBVA
434
Banco Bilbao Vizcaya Argentaria
Spain
– -$4.33M -57,890 Closed
KFGK
435
Keystone Financial Group (Kentucky)
Kentucky
– -$1.93M -25,759 Closed
GAA
436
Global Assets Advisory
Florida
– -$296K -22,215 Closed
PPWM
437
Perissos Private Wealth Management
Oklahoma
– -$1.38M -18,409 Closed
Renaissance Technologies
438
Renaissance Technologies
New York
– -$1.35M -18,000 Closed
GCA
439
Greenwood Capital Associates
South Carolina
– -$1.25M -16,748 Closed
MWM
440
Meridian Wealth Management
Kentucky
– -$1.21M -16,111 Closed
CAG
441
Csenge Advisory Group
Florida
– -$1.09M -14,575 Closed
EE
442
EWG Elevate
California
– -$978K -13,069 Closed
PGF
443
Plan Group Financial
Oklahoma
– -$759K -10,142 Closed
CW
444
CreativeOne Wealth
Kansas
– -$737K -9,852 Closed
Belvedere Trading
445
Belvedere Trading
Illinois
– -$610K -8,009 Closed
Citadel Advisors
446
Citadel Advisors
Florida
– -$530K -7,078 Closed
VF
447
Virtu Financial
New York
– -$528K -7,054 Closed
ES
448
Eagle Strategies
New York
– -$526K -7,028 Closed
AG
449
Ascent Group
Virginia
– -$504K -6,738 Closed
WEG
450
World Equity Group
Illinois
– -$501K -6,704 Closed
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.