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iShares Global Tech ETF

364 hedge funds and large institutions have $2.82B invested in iShares Global Tech ETF in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 65 increasing their positions, 177 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

376% more call options, than puts

Call options by funds: $233K | Put options by funds: $49K

86% more capital invested

Capital invested by funds: $1.52B → $2.82B (+$1.3B)

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

0.94% more ownership

Funds ownership: 55.34%56.27% (+0.94%)

5% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 56

3% less funds holding

Funds holding: 374364 (-10)

63% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 177

Holders
364
Holders Change
-10
Holders Change %
-2.67%
% of All Funds
5.85%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
53
Increased
65
Reduced
177
Closed
56
Calls
$233K
Puts
$49K
Net Calls
+$184K
Net Calls Change
+$1.98M
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
26
M&T Bank
New York
$8.42M
SRWM
27
Shira Ridge Wealth Management
California
$8.34M +$8.48M +185,932 New
Fidelity International
28
Fidelity International
Bermuda
$8.16M -$385K -8,442 -4%
IWC
29
Integrated Wealth Concepts
Massachusetts
$7.62M +$1.98M +43,397 +34%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$6.12M +$1.71M +37,436 +38%
SG Americas Securities
31
SG Americas Securities
New York
$6.04M -$2.78M -61,000 -31%
SC
32
Slow Capital
California
$5.92M +$1.55M +34,007 +35%
RJA
33
Raymond James & Associates
Florida
$5.88M -$315K -6,902 -5%
AAS
34
Avantax Advisory Services
Texas
$5.59M -$100K -2,203 -2%
CAN
35
Cetera Advisor Networks
California
$5.46M -$297K -6,511 -5%
JIC
36
Johnson Investment Counsel
Ohio
$5.08M -$862K -18,908 -14%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$5.04M -$42M -921,207 -89%
RG
38
Rathbones Group
United Kingdom
$4.85M -$114K -2,505 -2%
SGWM
39
Sterling Group Wealth Management
California
$4.79M +$4.88M +106,930 New
PS
40
Portfolio Strategies
New York
$4.78M +$915K +20,056 +23%
SCM
41
SOL Capital Management
Maryland
$4.77M -$54.7K -1,200 -1%
VCS
42
Vaughan & Co Securities
New Jersey
$4.72M +$1.96M +42,869 +69%
EWG
43
Executive Wealth Group
Washington
$4.3M -$7.21K -158 -0.2%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$4.08M -$2.8M -61,505 -40%
AWS
45
Atria Wealth Solutions
New York
$3.99M -$1.39M -30,506 -26%
MML Investors Services
46
MML Investors Services
Massachusetts
$3.83M -$4.45M -97,631 -53%
OIA
47
OneDigital Investment Advisors
Kansas
$3.42M +$2.06M +45,089 +145%
CBFP
48
Cedar Brook Financial Partners
Ohio
$3.31M +$10.4K +227 +0.3%
BBVA
49
Banco Bilbao Vizcaya Argentaria
Spain
$3.31M -$379K -8,320 -10%
T
50
TCWP
Ohio
$3.16M +$78K +1,710 +2%

IXN Hedge Fund Activity: Q4 2022 in Review

364 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q4 2022, worth a combined $2.82B — up 86% from $1.52B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of IXN and 53 opened new positions — a net loss of 3 holders — while 177 trimmed existing stakes and 65 added.

The largest buyer was Jane Street, adding an estimated $48.7M. The largest seller was Envestnet Asset Management, cutting an estimated $42M.

  • 364 institutional investors held iShares Global Tech ETF (IXN) as of Q4 2022, down from 374 in Q3 2022.
  • Funds reported $2.82B of iShares Global Tech ETF stock for Q4 2022, up 86% quarter-over-quarter.
  • 53 funds opened new iShares Global Tech ETF positions in Q4 2022 and 56 closed out, a net change of -3 holders.
  • The largest iShares Global Tech ETF buyer in Q4 2022 was Jane Street, an estimated $48.7M added.
  • The largest iShares Global Tech ETF seller in Q4 2022 was Envestnet Asset Management, an estimated $42M sold.

Based on aggregated 13F filings for Q4 2022.