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iShares Global Tech ETF

447 hedge funds and large institutions have $3.38B invested in iShares Global Tech ETF in 2022 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 101 increasing their positions, 220 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more call options, than puts

Call options by funds: $4.35M | Put options by funds: $3.43M

0.88% more ownership

Funds ownership: 69.1%69.98% (+0.88%)

8% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 51

2% less funds holding

Funds holding: 457447 (-10)

18% less capital invested

Capital invested by funds: $4.1B → $3.38B (-$720M)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

54% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 220

Holders
447
Holders Change
-10
Holders Change %
-2.19%
% of All Funds
7.05%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
47
Increased
101
Reduced
220
Closed
51
Calls
$4.35M
Puts
$3.43M
Net Calls
+$926K
Net Calls Change
+$340K
Name Holding Trade Value Shares
Change
Change in
Stake
5L
26
55I LLC
Massachusetts
$27.6M -$2.16M -37,380 -7%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$23.2M +$20.5M +354,975 +1,552%
WP
28
WealthSource Partners
California
$18.6M +$105K +1,813 +0.6%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$17.2M -$4.07M -70,514 -19%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$16.4M -$766K -13,264 -4%
SC
31
Scotia Capital
Ontario, Canada
$14M +$390K +6,753 +3%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$12.7M +$279K +4,827 +2%
JC
33
JB Capital
Connecticut
$12.6M -$4.7M -81,371 -27%
MPW
34
MA Private Wealth
California
$12.3M -$3.12M -54,024 -20%
AWS
35
Atria Wealth Solutions
New York
$12M +$12M +207,306 New
NA
36
NewEdge Advisors
Louisiana
$11.8M -$2.1M -36,344 -15%
SG Americas Securities
37
SG Americas Securities
New York
$11.4M -$329K -5,700 -3%
M&T Bank
38
M&T Bank
New York
$10.9M -$411K -7,111 -4%
CAN
39
Cetera Advisor Networks
California
$10.2M -$348K -6,032 -3%
Stifel Financial
40
Stifel Financial
Missouri
$9.18M -$2.54M -44,058 -22%
KAS
41
Kestra Advisory Services
Texas
$9.1M -$3.43M -59,447 -27%
IWC
42
Integrated Wealth Concepts
Massachusetts
$8.92M +$1.37M +23,762 +18%
RJA
43
Raymond James & Associates
Florida
$8.25M -$357K -6,192 -4%
AI
44
Atria Investments
North Carolina
$8.04M -$1.94M -33,528 -19%
IWP
45
Icon Wealth Partners
Texas
$7.68M -$798K -13,826 -9%
SHJ
46
Sharkey, Howes & Javer
Colorado
$7.38M -$1.9M -32,974 -21%
IDA
47
Intelligence Driven Advisers
California
$7.17M +$2.49M +43,144 +51%
RG
48
Rathbones Group
United Kingdom
$7.16M -$222K -3,838 -3%
AWM
49
AE Wealth Management
Kansas
$6.76M -$176K -3,050 -3%
AAS
50
Avantax Advisory Services
Texas
$6.46M +$125K +2,170 +2%

IXN Hedge Fund Activity: Q1 2022 in Review

447 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q1 2022, worth a combined $3.38B — down 18% from $4.1B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of IXN and 47 opened new positions — a net loss of 4 holders — while 220 trimmed existing stakes and 101 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $108M. The largest seller was Envestnet Asset Management, cutting an estimated $163M.

  • 447 institutional investors held iShares Global Tech ETF (IXN) as of Q1 2022, down from 457 in Q4 2021.
  • Funds reported $3.38B of iShares Global Tech ETF stock for Q1 2022, down 18% quarter-over-quarter.
  • 47 funds opened new iShares Global Tech ETF positions in Q1 2022 and 51 closed out, a net change of -4 holders.
  • The largest iShares Global Tech ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $108M added.
  • The largest iShares Global Tech ETF seller in Q1 2022 was Envestnet Asset Management, an estimated $163M sold.

Based on aggregated 13F filings for Q1 2022.