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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
AAMA
451
Advanced Asset Management Advisors
Ohio
$1K -$983 -16 -44%
HWA
452
HHM Wealth Advisors
Tennessee
$1K
VNA
453
Valley National Advisers
Pennsylvania
$1K
JWA
454
JFS Wealth Advisors
Pennsylvania
$1K +$860 +14 New
CP
455
Castleview Partners
Texas
$324 +$1.28M +20,862 New
FHC
456
First Heartland Consultants
Missouri
$273 -$112K -1,815 -30%
BIM
457
Baldwin Investment Management
Pennsylvania
$203 -$111K -1,800 -36%
WIM
458
Westside Investment Management
California
$5
EF
459
Empowered Funds
Pennsylvania
-$24.4M -429,775 Closed
Jane Street
460
Jane Street
New York
-$19.2M -339,685 Closed
SWG
461
Summit Wealth Group
Vermont
-$3.62M -63,962 Closed
CFG
462
CMC Financial Group
Georgia
-$2.99M -52,767 Closed
FTUS
463
Flow Traders U.S.
New York
-$923K -16,283 Closed
IWS
464
Insight Wealth Strategies
California
-$569K -10,042 Closed
MMA
465
Miracle Mile Advisors
California
-$422K -7,452 Closed
FTA
466
Financial & Tax Architects
Missouri
-$408K -7,195 Closed
VC
467
Vicus Capital
Pennsylvania
-$338K -5,966 Closed
Principal Financial Group
468
Principal Financial Group
Iowa
-$335K -5,914 Closed
SIM
469
Stratos Investment Management
Ohio
-$329K -5,812 Closed
UBS AM
470
UBS AM
Illinois
-$286K -5,046 Closed
3LCM
471
3D/L Capital Management
Connecticut
-$237K -4,175 Closed
DAS
472
Dynamic Advisor Solutions
Arizona
-$228K -4,015 Closed
PIA
473
Perennial Investment Advisors
California
-$200K -3,595 Closed
GRP
474
Global Retirement Partners
California
-$177K -3,131 Closed
FA
475
Flagstar Advisors
New York
-$125K -2,203 Closed

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.