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iShares Global Tech ETF
IXN

204 hedge funds and large institutions have $1.32B invested in iShares Global Tech ETF in 2018 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 67 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 13

103% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 33

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

90% more capital invested

Capital invested by funds: $697M → $1.32B (+$625M)

82.09% more ownership

Funds ownership: 230.03% → 312.12% (+82%)

23% more funds holding

Funds holding: 166 → 204 (+38)

Holders
204
Holders Change
+38
Holders Change %
+22.89%
% of All Funds
4.66%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
52
Increased
67
Reduced
33
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$249M
2
BlackRock
BlackRock
New York
+$71.5M
3
LPL Financial
LPL Financial
California
+$54.3M
4
AG
Advisor Group
Arizona
+$29.8M
5
Morgan Stanley
Morgan Stanley
New York
+$24.8M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$124M
2
NR
Newfound Research
Massachusetts
-$3.76M
3
ACP
Aveo Capital Partners
Colorado
-$2.19M
4
PWM
Perigon Wealth Management
California
-$1M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$856K
Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
26
Cambria Investment Management
California
$8.52M -$99.3K -3,474 -1%
WSTAM
27
Wilbanks Smith & Thomas Asset Management
Virginia
$8.41M +$4.35M +152,304 +112%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$8.19M +$206K +7,218 +3%
UCFA
29
United Capital Financial Advisors
Texas
$8.07M +$7.64M +267,300 +2,872%
SC
30
Scotia Capital
Ontario, Canada
$7.92M +$21.4K +750 +0.3%
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$7.74M +$7.58M +265,218 New
Jane Street
32
Jane Street
New York
$7.47M +$7.32M +256,068 New
Fiera Capital (Canada)
33
Fiera Capital (Canada)
Quebec, Canada
$6.39M – – –
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$5.83M +$3.07M +107,346 +116%
SCM
35
SOL Capital Management
Maryland
$5.46M -$72K -2,520 -1%
PP
36
Prudential plc
United Kingdom
$4.83M – – –
TPWA
37
TRUE Private Wealth Advisors
Oregon
$4.68M -$106K -3,690 -2%
RG
38
Rathbones Group
United Kingdom
$4.5M +$304K +10,638 +7%
JIC
39
Johnson Investment Counsel
Ohio
$4.48M -$17.3K -606 -0.4%
CI
40
Cavalier Investments
Georgia
$4.25M +$284K +9,930 +7%
IC
41
InterOcean Capital
Illinois
$3.82M +$185K +6,462 +5%
SC
42
Slow Capital
California
$3.65M +$112K +3,906 +3%
IWP
43
Icon Wealth Partners
Texas
$3.52M +$3.45M +120,498 New
BFA
44
Beaumont Financial Advisors
Massachusetts
$3.37M +$1.33M +46,404 +67%
NA
45
NewEdge Advisors
Louisiana
$2.96M +$2.9M +101,412 New
EWG
46
Executive Wealth Group
Washington
$2.83M -$65.2K -2,280 -2%
FDCDDQ
47
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.82M +$298K +10,416 +12%
SXL
48
Summit X LLC
Missouri
$2.81M -$295K -10,332 -10%
LFG
49
LifePlan Financial Group
Ohio
$2.7M +$2.64M +92,400 New
CC
50
Courier Capital
New York
$2.48M -$150K -5,250 -6%
1
2
3 4 5

IXN Hedge Fund Activity: Q3 2018 in Review

204 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q3 2018, worth a combined $1.32B — up 90% from $697M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new IXN positions and 13 closed out — a net gain of 39 holders — while 67 added to existing stakes and 33 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $249M. The largest seller was AssetMark Inc, cutting an estimated $124M.

  • 204 institutional investors held iShares Global Tech ETF (IXN) as of Q3 2018, up from 166 in Q2 2018.
  • Funds reported $1.32B of iShares Global Tech ETF stock for Q3 2018, up 90% quarter-over-quarter.
  • 52 funds opened new iShares Global Tech ETF positions in Q3 2018 and 13 closed out, a net change of +39 holders.
  • The largest iShares Global Tech ETF buyer in Q3 2018 was Envestnet Asset Management, an estimated $249M added.
  • The largest iShares Global Tech ETF seller in Q3 2018 was AssetMark Inc, an estimated $124M sold.

Based on aggregated 13F filings for Q3 2018.