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iShares Global Tech ETF

234 hedge funds and large institutions have $1.91B invested in iShares Global Tech ETF in 2019 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 97 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 13

94% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 50

47% more capital invested

Capital invested by funds: $1.3B → $1.91B (+$608M)

43.37% more ownership

Funds ownership: 358.71%402.07% (+43%)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

13% more funds holding

Funds holding: 207234 (+27)

Holders
234
Holders Change
+27
Holders Change %
+13.04%
% of All Funds
5.06%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.17%
New
42
Increased
97
Reduced
50
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
26
Commerzbank Aktiengesellschaft
Germany
$14.3M -$1.91M -72,180 -13%
AI
27
Atria Investments
North Carolina
$12.5M +$5.79M +218,688 +100%
RJA
28
Raymond James & Associates
Florida
$10.4M -$6.69M -252,528 -41%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$8.77M +$496K +18,726 +6%
PA
30
Parallel Advisors
California
$8.31M +$7.29M +275,142 +1,695%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$7.68M +$788K +29,760 +12%
NR
32
Newfound Research
Massachusetts
$6.85M +$2.75M +103,860 +76%
SC
33
Scotia Capital
Ontario, Canada
$6.38M -$981K -37,038 -14%
SHJ
34
Sharkey, Howes & Javer
Colorado
$6.29M +$4M +151,200 +217%
NA
35
NewEdge Advisors
Louisiana
$6.27M +$1.21M +45,678 +26%
IWP
36
Icon Wealth Partners
Texas
$6.26M +$1.19M +44,754 +26%
Fiera Capital (Canada)
37
Fiera Capital (Canada)
Quebec, Canada
$6.24M
TF
38
Trek Financial
Arizona
$6.16M +$3.33M +125,874 +139%
FAAS
39
First Allied Advisory Services
California
$6.06M +$547K +20,652 +11%
SCM
40
SOL Capital Management
Maryland
$5.09M -$224K -8,460 -5%
PP
41
Prudential plc
United Kingdom
$4.58M -$127K -4,800 -3%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$4.49M +$2.12M +80,184 +104%
RG
43
Rathbones Group
United Kingdom
$4.28M -$161K -6,060 -4%
IC
44
InterOcean Capital
Illinois
$4.04M +$260K +9,798 +7%
DE
45
Day & Ennis
Georgia
$3.98M +$628K +23,718 +20%
JIC
46
Johnson Investment Counsel
Ohio
$3.95M -$199K -7,524 -5%
HighTower Advisors
47
HighTower Advisors
Illinois
$3.92M +$1.04M +39,096 +40%
SCA
48
Snowden Capital Advisors
New York
$3.87M +$450K +16,992 +14%
SC
49
Slow Capital
California
$3.17M -$473K -17,856 -14%
LFG
50
LifePlan Financial Group
Ohio
$3.16M +$103K +3,906 +4%

IXN Hedge Fund Activity: Q1 2019 in Review

234 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q1 2019, worth a combined $1.91B — up 47% from $1.3B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new IXN positions and 13 closed out — a net gain of 29 holders — while 97 added to existing stakes and 50 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $71.1M. The largest seller was Raymond James & Associates, cutting an estimated $6.69M.

  • 234 institutional investors held iShares Global Tech ETF (IXN) as of Q1 2019, up from 207 in Q4 2018.
  • Funds reported $1.91B of iShares Global Tech ETF stock for Q1 2019, up 47% quarter-over-quarter.
  • 42 funds opened new iShares Global Tech ETF positions in Q1 2019 and 13 closed out, a net change of +29 holders.
  • The largest iShares Global Tech ETF buyer in Q1 2019 was Envestnet Asset Management, an estimated $71.1M added.
  • The largest iShares Global Tech ETF seller in Q1 2019 was Raymond James & Associates, an estimated $6.69M sold.

Based on aggregated 13F filings for Q1 2019.