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iShares Global Tech ETF

457 hedge funds and large institutions have $4.1B invested in iShares Global Tech ETF in 2021 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 101 increasing their positions, 180 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 31

15% more funds holding

Funds holding: 396457 (+61)

0% less capital invested

Capital invested by funds: $4.11B → $4.1B (-$8.17M)

2.17% less ownership

Funds ownership: 71.27%69.1% (-2.2%)

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

44% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 180

Holders
457
Holders Change
+61
Holders Change %
+15.4%
% of All Funds
7.03%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
97
Increased
101
Reduced
180
Closed
31
Calls
$586K
Puts
Net Calls
+$586K
Net Calls Change
+$172K
Name Holding Trade Value Shares
Change
Change in
Stake
PFG
51
PAX Financial Group
Texas
$7.5M -$1.97M -32,078 -22%
HighTower Advisors
52
HighTower Advisors
Illinois
$7.28M -$1.26M -20,453 -15%
PAG
53
Private Advisor Group
New Jersey
$7.16M -$3.37M -54,776 -33%
AAS
54
Avantax Advisory Services
Texas
$7.03M -$15.3K -249 -0.2%
SCM
55
SOL Capital Management
Maryland
$7.02M -$111K -1,810 -2%
BBHBI
56
B, B, H, & B Inc
Alabama
$6.94M +$533K +8,674 +9%
JIC
57
Johnson Investment Counsel
Ohio
$6.94M +$120K +1,957 +2%
SC
58
Slow Capital
California
$6.92M -$52.7K -858 -0.8%
BRWA
59
B. Riley Wealth Advisors
Florida
$6.73M -$1.12M -18,237 -15%
MFS
60
Mirabella Financial Services
United Kingdom
$6.68M +$5.51M +89,716 +638%
SPIA
61
Steward Partners Investment Advisory
New York
$6.53M -$913K -14,857 -13%
SW
62
SteelPeak Wealth
California
$6.45M -$2.31M -37,601 -27%
EWG
63
Executive Wealth Group
Washington
$6.18M -$63.9K -1,040 -1%
SMG
64
Spectrum Management Group
Indiana
$6.13M -$429K -6,984 -7%
HPC
65
Hobart Private Capital
North Carolina
$5.89M -$1.84M -29,871 -25%
PS
66
Portfolio Strategies
New York
$5.73M -$20.5K -333 -0.4%
DE
67
Day & Ennis
Georgia
$5.69M +$168K +2,742 +3%
BA
68
Bellwether Advisors
Nebraska
$5.58M -$124K -2,022 -2%
CFGS
69
Concourse Financial Group Securities
Alabama
$5.43M -$1.68M -27,317 -24%
GIA
70
Goodwin Investment Advisory
Georgia
$5.1M +$1.52M +24,706 +45%
OAP
71
One Advisory Partners
Kansas
$5.05M -$1.38M -22,517 -22%
KFSC
72
Keystone Financial Services (Colorado)
Colorado
$5.02M +$4.79M +78,003 New
Prudential Financial
73
Prudential Financial
New Jersey
$4.84M -$1.69M -27,533 -26%
COCM
74
Charter Oak Capital Management
New Hampshire
$4.82M -$16.3K -266 -0.4%
IDA
75
Intelligence Driven Advisers
California
$4.76M +$719K +11,709 +16%

IXN Hedge Fund Activity: Q4 2021 in Review

457 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q4 2021, worth a combined $4.1B — down 0.2% from $4.11B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new IXN positions and 31 closed out — a net gain of 66 holders — while 101 added to existing stakes and 180 trimmed.

The largest buyer was Pictet Asset Management (Switzerland), adding an estimated $21.7M. The largest seller was Envestnet Asset Management, cutting an estimated $282M.

  • 457 institutional investors held iShares Global Tech ETF (IXN) as of Q4 2021, up from 396 in Q3 2021.
  • Funds reported $4.1B of iShares Global Tech ETF stock for Q4 2021, down 0.2% quarter-over-quarter.
  • 97 funds opened new iShares Global Tech ETF positions in Q4 2021 and 31 closed out, a net change of +66 holders.
  • The largest iShares Global Tech ETF buyer in Q4 2021 was Pictet Asset Management (Switzerland), an estimated $21.7M added.
  • The largest iShares Global Tech ETF seller in Q4 2021 was Envestnet Asset Management, an estimated $282M sold.

Based on aggregated 13F filings for Q4 2021.