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iShares Global Tech ETF

370 hedge funds and large institutions have $3.46B invested in iShares Global Tech ETF in 2020 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 127 increasing their positions, 119 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 26

56% more funds holding in top 10

Funds holding in top 10: 914 (+5)

19% more capital invested

Capital invested by funds: $2.9B → $3.46B (+$554M)

17.05% more ownership

Funds ownership: 395.96%413.01% (+17%)

10% more funds holding

Funds holding: 335370 (+35)

7% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 119

Holders
370
Holders Change
+35
Holders Change %
+10.45%
% of All Funds
6.55%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.25%
New
66
Increased
127
Reduced
119
Closed
26
Calls
$240K
Puts
Net Calls
+$240K
Net Calls Change
+$4.34M
Name Holding Trade Value Shares
Change
Change in
Stake
5L
26
55I LLC
Massachusetts
$18.3M -$5.37M -116,226 -24%
WP
27
WealthSource Partners
California
$18.2M -$935K -20,220 -5%
MPW
28
MA Private Wealth
California
$17.1M -$3.05M -65,952 -16%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$16.6M +$1.45M +31,416 +10%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$16.3M +$281K +6,072 +2%
SG Americas Securities
31
SG Americas Securities
New York
$16.2M -$3.63M -78,600 -19%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$14.2M +$1.75M +37,764 +15%
SC
33
Scotia Capital
Ontario, Canada
$13.8M +$1.99M +43,086 +19%
M&T Bank
34
M&T Bank
New York
$12.6M -$2.18M -47,190 -16%
SHJ
35
Sharkey, Howes & Javer
Colorado
$11.9M +$315K +6,804 +3%
NA
36
NewEdge Advisors
Louisiana
$11.4M +$478K +10,338 +5%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$11.1M +$8.82M +190,686 +626%
HFA
38
High Falls Advisors
New York
$10.3M -$680K -14,706 -7%
AI
39
Atria Investments
North Carolina
$9.04M +$176K +3,798 +2%
HIM
40
HawsGoodwin Investment Management
Tennessee
$8.82M +$182K +3,942 +2%
IWC
41
Integrated Wealth Concepts
Massachusetts
$8.48M +$5.3M +114,666 +209%
RG
42
Rathbones Group
United Kingdom
$7.91M -$201K -4,344 -3%
PFG
43
PAX Financial Group
Texas
$7.55M +$102K +2,196 +1%
IWP
44
Icon Wealth Partners
Texas
$7.43M -$80.2K -1,734 -1%
RJA
45
Raymond James & Associates
Florida
$7.3M +$867K +18,750 +15%
KAS
46
Kestra Advisory Services
Texas
$7.27M +$6.67M +144,366 +16,041%
PFA
47
Pettinga Financial Advisors
Indiana
$6.89M -$499K -10,782 -7%
TLFA
48
True Link Financial Advisors
California
$6.87M +$6.35M +137,352 New
SPIA
49
Steward Partners Investment Advisory
New York
$6.83M -$114K -2,460 -2%
Stifel Financial
50
Stifel Financial
Missouri
$6.65M +$517K +11,184 +9%

IXN Hedge Fund Activity: Q4 2020 in Review

370 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q4 2020, worth a combined $3.46B — up 19% from $2.9B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new IXN positions and 26 closed out — a net gain of 40 holders — while 127 added to existing stakes and 119 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $49.5M. The largest seller was Fisher Asset Management, cutting an estimated $36.8M.

  • 370 institutional investors held iShares Global Tech ETF (IXN) as of Q4 2020, up from 335 in Q3 2020.
  • Funds reported $3.46B of iShares Global Tech ETF stock for Q4 2020, up 19% quarter-over-quarter.
  • 66 funds opened new iShares Global Tech ETF positions in Q4 2020 and 26 closed out, a net change of +40 holders.
  • The largest iShares Global Tech ETF buyer in Q4 2020 was Morgan Stanley, an estimated $49.5M added.
  • The largest iShares Global Tech ETF seller in Q4 2020 was Fisher Asset Management, an estimated $36.8M sold.

Based on aggregated 13F filings for Q4 2020.