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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
WP
26
WealthSource Partners
California
$20.6M -$1.63M -26,497 -8%
JC
27
JB Capital
Connecticut
$19.3M +$3.31M +53,880 +22%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$19.1M +$426K +6,936 +2%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$18.3M -$41K -667 -3%
MPW
30
MA Private Wealth
California
$17.2M -$2.49M -40,584 -13%
NA
31
NewEdge Advisors
Louisiana
$15.4M -$2.06M -33,501 -12%
SC
32
Scotia Capital
Ontario, Canada
$15.1M -$170K -2,760 -1%
KAS
33
Kestra Advisory Services
Texas
$13.9M -$3.92M -63,873 -23%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$13.8M -$1.69M -27,582 -11%
Stifel Financial
35
Stifel Financial
Missouri
$13M -$1.54M -25,001 -11%
SG Americas Securities
36
SG Americas Securities
New York
$13M -$406K -6,600 -3%
M&T Bank
37
M&T Bank
New York
$12.5M -$3.21M -52,251 -21%
CAN
38
Cetera Advisor Networks
California
$11.7M +$2.84M +46,241 +34%
AI
39
Atria Investments
North Carolina
$11.1M -$5.07M -82,512 -32%
SHJ
40
Sharkey, Howes & Javer
Colorado
$10.3M -$2.43M -39,514 -20%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$9.76M -$33.9M -551,999 -79%
RJA
42
Raymond James & Associates
Florida
$9.56M -$105K -1,706 -1%
HIM
43
HawsGoodwin Investment Management
Tennessee
$9.42M +$87.2K +1,420 +1%
IWP
44
Icon Wealth Partners
Texas
$9.41M -$1.73M -28,112 -16%
HFA
45
High Falls Advisors
New York
$8.75M -$3.11M -50,631 -27%
PFA
46
Pettinga Financial Advisors
Indiana
$8.51M -$1.42M -23,145 -15%
OWA
47
Outlook Wealth Advisors
Texas
$8.47M +$154K +2,513 +2%
IWC
48
Integrated Wealth Concepts
Massachusetts
$8.38M -$2.29M -37,222 -22%
RG
49
Rathbones Group
United Kingdom
$8.19M -$808K -13,154 -9%
AWM
50
AE Wealth Management
Kansas
$7.7M -$817K -13,300 -10%

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.