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iShares Global Tech ETF
IXN

252 hedge funds and large institutions have $1.81B invested in iShares Global Tech ETF in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 77 increasing their positions, 99 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 19

19.05% more ownership

Funds ownership: 366.21% → 385.26% (+19%)

10% more capital invested

Capital invested by funds: $1.65B → $1.81B (+$165M)

2% more funds holding

Funds holding: 246 → 252 (+6)

13% less funds holding in top 10

Funds holding in top 10: 8 → 7 (-1)

22% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 99

Holders
252
Holders Change
+6
Holders Change %
+2.44%
% of All Funds
5.53%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.15%
New
25
Increased
77
Reduced
99
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAS
Park Avenue Securities
New York
+$53.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$34M
3
AssetMark Inc
AssetMark Inc
California
+$32.1M
4
BlackRock
BlackRock
New York
+$22M
5
Fisher Asset Management
Fisher Asset Management
Washington
+$7.63M

Top Sellers

1
UCFA
United Capital Financial Advisors
Texas
-$19.9M
2
Jane Street
Jane Street
New York
-$14.7M
3
Bank of America
Bank of America
North Carolina
-$5.05M
4
CS
Credit Suisse
Switzerland
-$4.66M
5
MPW
MA Private Wealth
California
-$3.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
51
Bank of New York Mellon
New York
$3.26M +$2.22M +72,924 +221%
AWM
52
AE Wealth Management
Kansas
$3.06M +$475K +15,642 +19%
EWG
53
Executive Wealth Group
Washington
$2.99M – – –
SXL
54
Summit X LLC
Missouri
$2.93M -$27K -888 -0.9%
AAS
55
Avantax Advisory Services
Texas
$2.85M +$60K +1,974 +2%
SCA
56
Snowden Capital Advisors
New York
$2.84M -$138K -4,530 -5%
DE
57
Day & Ennis
Georgia
$2.72M -$410K -13,494 -13%
FDCDDQ
58
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.63M -$57.8K -1,902 -2%
CS
59
Comerica Securities
Michigan
$2.59M +$288K +9,462 +13%
LFG
60
LifePlan Financial Group
Ohio
$2.39M +$143K +4,692 +6%
CC
61
Courier Capital
New York
$2.38M -$31.9K -1,050 -1%
OWA
62
Outlook Wealth Advisors
Texas
$2.35M +$964K +31,704 +71%
HPC
63
Hobart Private Capital
North Carolina
$2.18M -$127K -4,164 -6%
FC
64
FCA Corp
Texas
$2.18M – – –
Mirae Asset Global Investments
65
Mirae Asset Global Investments
South Korea
$2.17M -$213K -7,020 -9%
RA
66
RFG Advisory
Alabama
$2.05M -$61.6K -2,028 -3%
TF
67
Trek Financial
Arizona
$2.05M -$1.4M -46,104 -41%
SSB
68
Sandy Spring Bank
Maryland
$2.04M -$21K -690 -1%
GT
69
Greenleaf Trust
Michigan
$1.99M -$107K -3,504 -5%
BTS
70
BB&T Securities
Virginia
$1.96M +$15.7K +516 +0.8%
CAM
71
Concorde Asset Management
Michigan
$1.86M +$57.8K +1,902 +3%
Citigroup
72
Citigroup
New York
$1.84M -$110K -3,606 -6%
Stifel Financial
73
Stifel Financial
Missouri
$1.73M -$24.6K -810 -1%
Jane Street
74
Jane Street
New York
$1.68M -$14.7M -485,238 -90%
KFGK
75
Keystone Financial Group (Kentucky)
Kentucky
$1.58M -$12.2K -402 -0.8%
1 2
3
4 5

IXN Hedge Fund Activity: Q3 2019 in Review

252 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q3 2019, worth a combined $1.81B — up 10% from $1.65B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IXN positions and 19 closed out — a net gain of 6 holders — while 77 added to existing stakes and 99 trimmed.

The largest buyer was Park Avenue Securities, opening a new position worth an estimated $53.3M. The largest seller was United Capital Financial Advisors, cutting an estimated $19.9M.

  • 252 institutional investors held iShares Global Tech ETF (IXN) as of Q3 2019, up from 246 in Q2 2019.
  • Funds reported $1.81B of iShares Global Tech ETF stock for Q3 2019, up 10% quarter-over-quarter.
  • 25 funds opened new iShares Global Tech ETF positions in Q3 2019 and 19 closed out, a net change of +6 holders.
  • The largest iShares Global Tech ETF buyer in Q3 2019 was Park Avenue Securities, an estimated $53.3M added.
  • The largest iShares Global Tech ETF seller in Q3 2019 was United Capital Financial Advisors, an estimated $19.9M sold.

Based on aggregated 13F filings for Q3 2019.