We are live on ! Find out more
IXN icon

iShares Global Tech ETF
IXN

234 hedge funds and large institutions have $1.91B invested in iShares Global Tech ETF in 2019 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 97 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 13

94% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 50

47% more capital invested

Capital invested by funds: $1.3B → $1.91B (+$608M)

43.37% more ownership

Funds ownership: 358.71% → 402.07% (+43%)

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

13% more funds holding

Funds holding: 207 → 234 (+27)

Holders
234
Holders Change
+27
Holders Change %
+13.04%
% of All Funds
5.06%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.17%
New
42
Increased
97
Reduced
50
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$71.1M
2
PAS
Park Avenue Securities
New York
+$64.2M
3
BlackRock
BlackRock
New York
+$43.2M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$12.7M
5
Ameriprise
Ameriprise
Minnesota
+$10.5M

Top Sellers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
-$6.69M
2
UBS Group
UBS Group
Switzerland
-$4.33M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.85M
4
RFO
RiverGlades Family Offices
Florida
-$2.78M
5
LBD
Landsberg Bennett & Dubbaneh
Florida
-$2.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
CS
51
Comerica Securities
Michigan
$3.09M +$432K +16,320 +18%
BWP
52
Bernardo Wealth Planning
Pennsylvania
$2.98M +$84.7K +3,198 +3%
PAG
53
Private Advisor Group
New Jersey
$2.95M +$1.69M +63,924 +162%
Jane Street
54
Jane Street
New York
$2.81M +$561K +21,168 +27%
EWG
55
Executive Wealth Group
Washington
$2.76M – – –
RA
56
RFG Advisory
Alabama
$2.76M +$1.22M +46,098 +91%
BCI
57
Brinker Capital Investments
Pennsylvania
$2.76M +$1.15M +43,500 +82%
CAM
58
Concorde Asset Management
Michigan
$2.71M +$584K +22,062 +30%
FDCDDQ
59
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.57M -$120K -4,542 -5%
IWC
60
Integrated Wealth Concepts
Massachusetts
$2.43M +$627K +23,682 +38%
TPWA
61
TRUE Private Wealth Advisors
Oregon
$2.28M -$2.15M -81,102 -50%
CC
62
Courier Capital
New York
$2.28M -$39.7K -1,500 -2%
PAMG
63
Patton Albertson Miller Group
Tennessee
$2.28M +$359K +13,572 +20%
FC
64
FCA Corp
Texas
$2M +$93.8K +3,540 +5%
GT
65
Greenleaf Trust
Michigan
$1.96M -$31.3K -1,182 -2%
BTS
66
BB&T Securities
Virginia
$1.95M +$172K +6,504 +10%
SSB
67
Sandy Spring Bank
Maryland
$1.93M -$109K -4,110 -6%
MIAN
68
Mariner Independent Advisor Network
Kansas
$1.9M +$1.76M +66,276 New
Citigroup
69
Citigroup
New York
$1.79M +$17K +642 +1%
AAS
70
Avantax Advisory Services
Texas
$1.74M +$1.37M +51,546 +551%
Stifel Financial
71
Stifel Financial
Missouri
$1.7M -$58.6K -2,214 -4%
WI
72
WrapManager Inc
California
$1.68M +$693K +26,160 +80%
VWM
73
Venturi Wealth Management
Texas
$1.61M +$330K +12,468 +29%
Prudential Financial
74
Prudential Financial
New Jersey
$1.61M +$679K +25,650 +83%
Baird Financial Group
75
Baird Financial Group
Wisconsin
$1.58M +$127K +4,794 +9%
1 2
3
4 5

IXN Hedge Fund Activity: Q1 2019 in Review

234 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q1 2019, worth a combined $1.91B — up 47% from $1.3B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new IXN positions and 13 closed out — a net gain of 29 holders — while 97 added to existing stakes and 50 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $71.1M. The largest seller was Raymond James & Associates, cutting an estimated $6.69M.

  • 234 institutional investors held iShares Global Tech ETF (IXN) as of Q1 2019, up from 207 in Q4 2018.
  • Funds reported $1.91B of iShares Global Tech ETF stock for Q1 2019, up 47% quarter-over-quarter.
  • 42 funds opened new iShares Global Tech ETF positions in Q1 2019 and 13 closed out, a net change of +29 holders.
  • The largest iShares Global Tech ETF buyer in Q1 2019 was Envestnet Asset Management, an estimated $71.1M added.
  • The largest iShares Global Tech ETF seller in Q1 2019 was Raymond James & Associates, an estimated $6.69M sold.

Based on aggregated 13F filings for Q1 2019.