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iShares Global Tech ETF
IXN

204 hedge funds and large institutions have $1.32B invested in iShares Global Tech ETF in 2018 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 67 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 13

103% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 33

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

90% more capital invested

Capital invested by funds: $697M → $1.32B (+$625M)

82.09% more ownership

Funds ownership: 230.03% → 312.12% (+82%)

23% more funds holding

Funds holding: 166 → 204 (+38)

Holders
204
Holders Change
+38
Holders Change %
+22.89%
% of All Funds
4.66%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
52
Increased
67
Reduced
33
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$249M
2
BlackRock
BlackRock
New York
+$71.5M
3
LPL Financial
LPL Financial
California
+$54.3M
4
AG
Advisor Group
Arizona
+$29.8M
5
Morgan Stanley
Morgan Stanley
New York
+$24.8M

Top Sellers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
-$124M
2
NR
Newfound Research
Massachusetts
-$3.76M
3
ACP
Aveo Capital Partners
Colorado
-$2.19M
4
PWM
Perigon Wealth Management
California
-$1M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$856K
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$2.45M +$6.69K +234 +0.3%
HighTower Advisors
52
HighTower Advisors
Illinois
$2.4M +$1.03M +36,048 +79%
FAAS
53
First Allied Advisory Services
California
$2.37M +$1.79M +62,556 +339%
Fidelity International
54
Fidelity International
Bermuda
$2.25M +$55.8K +1,950 +3%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$2.25M +$1.72M +60,096 +357%
SSB
56
Sandy Spring Bank
Maryland
$2.22M -$27.4K -960 -1%
CS
57
Comerica Securities
Michigan
$2.2M +$2.16M +75,444 New
PAG
58
Private Advisor Group
New Jersey
$2.08M +$1.39M +48,744 +216%
WI
59
WrapManager Inc
California
$2.07M -$626K -21,888 -24%
GT
60
Greenleaf Trust
Michigan
$2.04M – – –
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$2.04M +$2M +69,798 New
DE
62
Day & Ennis
Georgia
$2.02M +$1.98M +69,330 New
FC
63
FCA Corp
Texas
$1.94M +$1.9M +66,360 New
RA
64
RFG Advisory
Alabama
$1.88M +$1.84M +64,260 New
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$1.85M +$1.01M +35,406 +126%
Citigroup
66
Citigroup
New York
$1.79M +$59K +2,064 +3%
SHJ
67
Sharkey, Howes & Javer
Colorado
$1.75M +$1.72M +60,042 New
FSA
68
Financial Sense Advisors
California
$1.7M +$1.67M +58,350 New
Deutsche Bank
69
Deutsche Bank
Germany
$1.59M +$13.6K +474 +0.9%
Mirae Asset Global Investments
70
Mirae Asset Global Investments
South Korea
$1.56M -$856K -29,940 -36%
CIBC World Market
71
CIBC World Market
Ontario, Canada
$1.47M +$148K +5,172 +11%
FFM
72
Fullerton Fund Management
Singapore
$1.45M -$683K -23,880 -32%
CIC
73
Carnegie Investment Counsel
Ohio
$1.45M +$700K +24,480 +80%
AWA
74
Arete Wealth Advisors
Illinois
$1.41M +$3.95K +138 +0.3%
OFG
75
OmniStar Financial Group
North Carolina
$1.36M +$1.34M +46,734 New
1 2
3
4 5

IXN Hedge Fund Activity: Q3 2018 in Review

204 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q3 2018, worth a combined $1.32B — up 90% from $697M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new IXN positions and 13 closed out — a net gain of 39 holders — while 67 added to existing stakes and 33 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $249M. The largest seller was AssetMark Inc, cutting an estimated $124M.

  • 204 institutional investors held iShares Global Tech ETF (IXN) as of Q3 2018, up from 166 in Q2 2018.
  • Funds reported $1.32B of iShares Global Tech ETF stock for Q3 2018, up 90% quarter-over-quarter.
  • 52 funds opened new iShares Global Tech ETF positions in Q3 2018 and 13 closed out, a net change of +39 holders.
  • The largest iShares Global Tech ETF buyer in Q3 2018 was Envestnet Asset Management, an estimated $249M added.
  • The largest iShares Global Tech ETF seller in Q3 2018 was AssetMark Inc, an estimated $124M sold.

Based on aggregated 13F filings for Q3 2018.