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iShares Global Tech ETF

166 hedge funds and large institutions have $517M invested in iShares Global Tech ETF in 2018 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

50% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 38

17% more capital invested

Capital invested by funds: $443M → $517M (+$74.6M)

11.07% more ownership

Funds ownership: 190.04%201.1% (+11%)

8% more funds holding

Funds holding: 153166 (+13)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
166
Holders Change
+13
Holders Change %
+8.5%
% of All Funds
3.8%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
22
Increased
57
Reduced
38
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
51
Deutsche Bank
Germany
$1.45M +$1.48M +55,008 New
JWS
52
Juncture Wealth Strategies
Arizona
$1.42M -$69.5K -2,580 -5%
VDFA
53
Vickerman & Driscoll Financial Advisors
Washington
$1.38M -$703K -26,100 -33%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$1.36M +$82.6K +3,066 +6%
AWA
55
Arete Wealth Advisors
Illinois
$1.2M +$228K +8,472 +23%
B
56
Barings
North Carolina
$1.17M
NAM
57
NTV Asset Management
West Virginia
$1.17M
HighTower Advisors
58
HighTower Advisors
Illinois
$1.11M +$94.1K +3,492 +9%
MCM
59
Maryland Capital Management
Maryland
$1M +$177K +6,582 +21%
HSBC Holdings
60
HSBC Holdings
United Kingdom
$977K +$11.3K +420 +1%
CIBC World Market
61
CIBC World Market
Ontario, Canada
$969K +$101K +3,756 +11%
CCA
62
Clearwater Capital Advisors
Illinois
$965K -$70K -2,598 -7%
KWA
63
KCS Wealth Advisory
California
$951K +$4.53K +168 +0.5%
CAL
64
Capital Advisors Ltd
Ohio
$895K
CIC
65
Carnegie Investment Counsel
Ohio
$852K -$48.5K -1,800 -6%
Renaissance Technologies
66
Renaissance Technologies
New York
$823K +$582K +21,600 +225%
PCG
67
Private Capital Group
Connecticut
$803K +$729K +27,060 +805%
QCMC
68
Quantum Capital Management (California)
California
$799K -$25.2K -936 -3%
EFS
69
Essex Financial Services
Connecticut
$798K +$815K +30,240 New
PA
70
Pinnacle Associates
New York
$751K -$4.04K -150 -0.5%
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$740K -$234K -8,688 -24%
PG
72
Patten Group
Tennessee
$687K -$215K -7,980 -23%
FRA
73
Front Row Advisors
California
$639K -$19.4K -720 -3%
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$639K
Barclays
75
Barclays
United Kingdom
$554K

IXN Hedge Fund Activity: Q1 2018 in Review

166 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q1 2018, worth a combined $517M — up 17% from $443M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IXN positions and 9 closed out — a net gain of 13 holders — while 57 added to existing stakes and 38 trimmed.

The largest buyer was Bank of America, adding an estimated $10.3M. The largest seller was UBS Group, cutting an estimated $2.29M.

  • 166 institutional investors held iShares Global Tech ETF (IXN) as of Q1 2018, up from 153 in Q4 2017.
  • Funds reported $517M of iShares Global Tech ETF stock for Q1 2018, up 17% quarter-over-quarter.
  • 22 funds opened new iShares Global Tech ETF positions in Q1 2018 and 9 closed out, a net change of +13 holders.
  • The largest iShares Global Tech ETF buyer in Q1 2018 was Bank of America, an estimated $10.3M added.
  • The largest iShares Global Tech ETF seller in Q1 2018 was UBS Group, an estimated $2.29M sold.

Based on aggregated 13F filings for Q1 2018.