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iShares Global Tech ETF
IXN

430 hedge funds and large institutions have $2.41B invested in iShares Global Tech ETF in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 120 increasing their positions, 135 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 38

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

7% more capital invested

Capital invested by funds: $2.24B → $2.41B (+$164M)

0% more funds holding

Funds holding: 428 → 430 (+2)

2.05% less ownership

Funds ownership: 48.88% → 46.83% (-2%)

11% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 135

Holders
430
Holders Change
+2
Holders Change %
+0.47%
% of All Funds
6.21%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
48
Increased
120
Reduced
135
Closed
38
Calls
$290K
Puts
–
Net Calls
+$290K
Net Calls Change
-$92K

Top Buyers

1
PCH
PGIM Custom Harvest
New Jersey
+$59M
2
PS
Portfolio Strategies
New York
+$26.8M
3
TI
Tidal Investments
Wisconsin
+$9.51M
4
VIA
Vickerman Investment Advisors
Washington
+$8.78M
5
SGWM
Sterling Group Wealth Management
California
+$7.83M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$79.8M
2
AssetMark Inc
AssetMark Inc
California
-$42.1M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$12.6M
4
Pictet Asset Management
Pictet Asset Management
Switzerland
-$9.58M
5
GF
Gimbal Financial
Indiana
-$9.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$12.9M -$61.6K -808 -0.5%
CIM
27
Cambria Investment Management
California
$11.6M -$377K -4,947 -3%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$11.5M -$1.52M -19,888 -12%
Fidelity International
29
Fidelity International
Bermuda
$11.4M -$1.97M -25,916 -16%
PNAA
30
Pictet North America Advisors
Switzerland
$11M +$7.48M +98,168 +286%
M&T Bank
31
M&T Bank
New York
$10.7M – – –
VIA
32
Vickerman Investment Advisors
Washington
$10.6M +$8.78M +115,281 +940%
TI
33
Tidal Investments
Wisconsin
$10.3M +$9.51M +124,839 New
IWC
34
Integrated Wealth Concepts
Massachusetts
$9.74M +$88.8K +1,165 +1%
JIC
35
Johnson Investment Counsel
Ohio
$8.83M +$46K +604 +0.6%
RJA
36
Raymond James & Associates
Florida
$8.61M +$112K +1,475 +1%
RFA
37
Rollins Financial Advisors
New York
$8.57M +$99.3K +1,303 +1%
SGWM
38
Sterling Group Wealth Management
California
$8.51M +$7.83M +102,766 New
SWG
39
Summit Wealth Group
Vermont
$8.32M +$7.65M +100,474 New
VCS
40
Vaughan & Co Securities
New Jersey
$8.28M -$188K -2,469 -2%
CAM
41
Cresset Asset Management
Illinois
$8.21M +$5.33M +69,943 +239%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$8.21M -$256K -3,359 -3%
BWA
43
Bordeaux Wealth Advisors
California
$7.94M +$7.31M +95,910 New
MML Investors Services
44
MML Investors Services
Massachusetts
$7.8M +$60.9K +799 +0.9%
SCM
45
SOL Capital Management
Maryland
$7.1M -$11.4K -150 -0.2%
RG
46
Rathbones Group
United Kingdom
$6.83M +$56.8K +745 +0.9%
CSWG
47
Cardinal Strategic Wealth Guidance
Kentucky
$6.48M +$57.3K +752 +1%
AWS
48
Atria Wealth Solutions
New York
$6.43M -$699K -9,171 -11%
AAS
49
Avantax Advisory Services
Texas
$6.34M +$18.7K +246 +0.3%
ACA
50
Aptus Capital Advisors
Alabama
$6.33M +$9.14K +120 +0.2%
1
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IXN Hedge Fund Activity: Q2 2024 in Review

430 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q2 2024, worth a combined $2.41B — up 7.3% from $2.24B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new IXN positions and 38 closed out — a net gain of 10 holders — while 120 added to existing stakes and 135 trimmed.

The largest buyer was PGIM Custom Harvest, adding an estimated $59M. The largest seller was Fisher Asset Management, cutting an estimated $79.8M.

  • 430 institutional investors held iShares Global Tech ETF (IXN) as of Q2 2024, up from 428 in Q1 2024.
  • Funds reported $2.41B of iShares Global Tech ETF stock for Q2 2024, up 7.3% quarter-over-quarter.
  • 48 funds opened new iShares Global Tech ETF positions in Q2 2024 and 38 closed out, a net change of +10 holders.
  • The largest iShares Global Tech ETF buyer in Q2 2024 was PGIM Custom Harvest, an estimated $59M added.
  • The largest iShares Global Tech ETF seller in Q2 2024 was Fisher Asset Management, an estimated $79.8M sold.

Based on aggregated 13F filings for Q2 2024.