We are live on ! Find out more
IXN icon

iShares Global Tech ETF
IXN

207 hedge funds and large institutions have $1.3B invested in iShares Global Tech ETF in 2018 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 79 increasing their positions, 52 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 4 → 7 (+3)

52% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 52

46.59% more ownership

Funds ownership: 312.12% → 358.71% (+47%)

11% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 36

1% more funds holding

Funds holding: 204 → 207 (+3)

2% less capital invested

Capital invested by funds: $1.32B → $1.3B (-$21.6M)

Holders
207
Holders Change
+3
Holders Change %
+1.47%
% of All Funds
4.61%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.16%
New
40
Increased
79
Reduced
52
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$134M
2
BlackRock
BlackRock
New York
+$44.5M
3
LPL Financial
LPL Financial
California
+$19.8M
4
AG
Advisor Group
Arizona
+$13.1M
5
MML Investors Services
MML Investors Services
Massachusetts
+$7.44M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$26.2M
2
B
Barings
North Carolina
-$9.04M
3
AI
Atria Investments
North Carolina
-$8.97M
4
CIM
Cambria Investment Management
California
-$8.52M
5
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
-$8.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
TF
51
Trek Financial
Arizona
$2.17M +$2.36M +90,300 New
LBD
52
Landsberg Bennett & Dubbaneh
Florida
$2.15M +$2.34M +89,532 New
CC
53
Courier Capital
New York
$1.96M -$86.3K -3,300 -4%
Jane Street
54
Jane Street
New York
$1.86M -$4.67M -178,590 -70%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$1.86M +$11.9K +456 +0.6%
PAMG
56
Patton Albertson Miller Group
Tennessee
$1.75M +$1.74M +66,426 New
CAM
57
Concorde Asset Management
Michigan
$1.74M +$688K +26,334 +57%
SSB
58
Sandy Spring Bank
Maryland
$1.73M -$107K -4,080 -5%
GT
59
Greenleaf Trust
Michigan
$1.68M – – –
SHJ
60
Sharkey, Howes & Javer
Colorado
$1.67M +$248K +9,492 +16%
SXL
61
Summit X LLC
Missouri
$1.66M -$712K -27,216 -28%
FC
62
FCA Corp
Texas
$1.6M +$6.27K +240 +0.4%
CWM
63
Cornerstone Wealth Management
Missouri
$1.53M -$18.5K -708 -1%
Bessemer Group
64
Bessemer Group
New Jersey
$1.51M +$1.38M +52,860 +518%
Citigroup
65
Citigroup
New York
$1.49M +$24.3K +930 +2%
BTS
66
BB&T Securities
Virginia
$1.49M +$1.62M +62,004 New
Stifel Financial
67
Stifel Financial
Missouri
$1.48M -$575K -22,008 -26%
IWC
68
Integrated Wealth Concepts
Massachusetts
$1.48M +$572K +21,870 +55%
Fifth Third Bancorp
69
Fifth Third Bancorp
Ohio
$1.29M -$253K -9,696 -15%
BCI
70
Brinker Capital Investments
Pennsylvania
$1.28M +$960K +36,708 +221%
KFGK
71
Keystone Financial Group (Kentucky)
Kentucky
$1.26M +$720K +27,540 +110%
Fidelity International
72
Fidelity International
Bermuda
$1.24M -$665K -25,446 -33%
Baird Financial Group
73
Baird Financial Group
Wisconsin
$1.22M +$369K +14,130 +39%
RA
74
RFG Advisory
Alabama
$1.22M -$357K -13,656 -21%
Deutsche Bank
75
Deutsche Bank
Germany
$1.18M -$135K -5,178 -10%
1 2
3
4 5

IXN Hedge Fund Activity: Q4 2018 in Review

207 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q4 2018, worth a combined $1.3B — down 1.6% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IXN positions and 36 closed out — a net gain of 4 holders — while 79 added to existing stakes and 52 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $134M. The largest seller was JP Morgan Chase, cutting an estimated $26.2M.

  • 207 institutional investors held iShares Global Tech ETF (IXN) as of Q4 2018, up from 204 in Q3 2018.
  • Funds reported $1.3B of iShares Global Tech ETF stock for Q4 2018, down 1.6% quarter-over-quarter.
  • 40 funds opened new iShares Global Tech ETF positions in Q4 2018 and 36 closed out, a net change of +4 holders.
  • The largest iShares Global Tech ETF buyer in Q4 2018 was Envestnet Asset Management, an estimated $134M added.
  • The largest iShares Global Tech ETF seller in Q4 2018 was JP Morgan Chase, an estimated $26.2M sold.

Based on aggregated 13F filings for Q4 2018.