iShares Global Tech ETF
396 hedge funds and large institutions have $4.11B invested in iShares Global Tech ETF in 2021 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 172 increasing their positions, 97 reducing their positions, and 23 closing their positions.
157% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 23
77% more repeat investments, than reductions
Existing positions increased: 172 | Existing positions reduced: 97
47% more capital invested
Capital invested by funds: $2.81B → $4.11B (+$1.31B)
33% more funds holding in top 10
Funds holding in top 10: 9 → 12 (+3)
8% more funds holding
Funds holding: 366 → 396 (+30)
318.99% less ownership
Funds ownership: 390.26% → 71.27% (-319%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$597M |
| 2 |
LPL Financial
San Diego,
California
|
+$137M |
| 3 |
Morgan Stanley
New York
|
+$71.6M |
| 4 |
PAS
Park Avenue Securities
New York
|
+$62.3M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$58.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KFS
Kelly Financial Services
Braintree,
Massachusetts
|
-$63.7M |
| 2 |
PA
Parallel Advisors
San Francisco,
California
|
-$14.7M |
| 3 |
SAM
SP Asset Management
Cupertino,
California
|
-$13M |
| 4 |
T
TRUADVICE
Sarasota,
Florida
|
-$9.64M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$7.41M |
IXN Hedge Fund Activity: Q3 2021 in Review
396 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q3 2021, worth a combined $4.11B — up 47% from $2.81B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new IXN positions and 23 closed out — a net gain of 36 holders — while 172 added to existing stakes and 97 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $597M. The largest seller was Kelly Financial Services, cutting an estimated $63.7M.
- 396 institutional investors held iShares Global Tech ETF (IXN) as of Q3 2021, up from 366 in Q2 2021.
- Funds reported $4.11B of iShares Global Tech ETF stock for Q3 2021, up 47% quarter-over-quarter.
- 59 funds opened new iShares Global Tech ETF positions in Q3 2021 and 23 closed out, a net change of +36 holders.
- The largest iShares Global Tech ETF buyer in Q3 2021 was Envestnet Asset Management, an estimated $597M added.
- The largest iShares Global Tech ETF seller in Q3 2021 was Kelly Financial Services, an estimated $63.7M sold.
Based on aggregated 13F filings for Q3 2021.