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iShares Global Tech ETF

370 hedge funds and large institutions have $3.46B invested in iShares Global Tech ETF in 2020 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 127 increasing their positions, 119 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 26

56% more funds holding in top 10

Funds holding in top 10: 914 (+5)

19% more capital invested

Capital invested by funds: $2.9B → $3.46B (+$554M)

17.05% more ownership

Funds ownership: 395.96%413.01% (+17%)

10% more funds holding

Funds holding: 335370 (+35)

7% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 119

Holders
370
Holders Change
+35
Holders Change %
+10.45%
% of All Funds
6.55%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.25%
New
66
Increased
127
Reduced
119
Closed
26
Calls
$240K
Puts
Net Calls
+$240K
Net Calls Change
+$4.34M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
51
HighTower Advisors
Illinois
$6.62M +$278K +6,018 +5%
AAS
52
Avantax Advisory Services
Texas
$6.36M -$1.02M -22,068 -15%
SCM
53
SOL Capital Management
Maryland
$6.34M -$784K -16,950 -12%
OWA
54
Outlook Wealth Advisors
Texas
$6.24M -$733K -15,864 -11%
CIM
55
Cambria Investment Management
California
$6.11M -$1.01M -21,744 -15%
JIC
56
Johnson Investment Counsel
Ohio
$5.84M -$63.3K -1,368 -1%
PAG
57
Private Advisor Group
New Jersey
$5.76M +$920K +19,896 +21%
OFG
58
OmniStar Financial Group
North Carolina
$5.39M +$311K +6,732 +7%
CWS
59
Cypress Wealth Services
California
$5.26M +$4.86M +105,186 New
DE
60
Day & Ennis
Georgia
$5.26M +$24.1K +522 +0.5%
OAP
61
One Advisory Partners
Kansas
$5.01M -$232K -5,010 -5%
BA
62
Bellwether Advisors
Nebraska
$4.9M +$4.53M +97,968 New
EWG
63
Executive Wealth Group
Washington
$4.85M -$555 -12 -0%
PS
64
Portfolio Strategies
New York
$4.52M -$67.7K -1,464 -2%
BBHBI
65
B, B, H, & B Inc
Alabama
$4.28M +$3.95M +85,512 New
CFGS
66
Concourse Financial Group Securities
Alabama
$4.27M +$87.7K +1,896 +2%
HPC
67
Hobart Private Capital
North Carolina
$4.25M +$72.4K +1,566 +2%
AWM
68
AE Wealth Management
Kansas
$4.1M +$1.4M +30,204 +58%
BRWA
69
B. Riley Wealth Advisors
Florida
$4.03M -$360K -7,782 -9%
GIA
70
Goodwin Investment Advisory
Georgia
$3.94M +$3.6M +77,892 New
I
71
INVST
Indiana
$3.94M +$224K +4,836 +7%
BWP
72
Bernardo Wealth Planning
Pennsylvania
$3.93M -$814K -17,610 -18%
SMG
73
Spectrum Management Group
Indiana
$3.88M -$475K -10,278 -12%
SC
74
Slow Capital
California
$3.84M -$146K -3,162 -4%
WP
75
WealthShield Partners
North Carolina
$3.83M +$1.36M +29,484 +63%

IXN Hedge Fund Activity: Q4 2020 in Review

370 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q4 2020, worth a combined $3.46B — up 19% from $2.9B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new IXN positions and 26 closed out — a net gain of 40 holders — while 127 added to existing stakes and 119 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $49.5M. The largest seller was Fisher Asset Management, cutting an estimated $36.8M.

  • 370 institutional investors held iShares Global Tech ETF (IXN) as of Q4 2020, up from 335 in Q3 2020.
  • Funds reported $3.46B of iShares Global Tech ETF stock for Q4 2020, up 19% quarter-over-quarter.
  • 66 funds opened new iShares Global Tech ETF positions in Q4 2020 and 26 closed out, a net change of +40 holders.
  • The largest iShares Global Tech ETF buyer in Q4 2020 was Morgan Stanley, an estimated $49.5M added.
  • The largest iShares Global Tech ETF seller in Q4 2020 was Fisher Asset Management, an estimated $36.8M sold.

Based on aggregated 13F filings for Q4 2020.