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iShares Global Tech ETF

374 hedge funds and large institutions have $1.52B invested in iShares Global Tech ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 65 increasing their positions, 183 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.42% less ownership

Funds ownership: 56.76%55.34% (-1.4%)

5% less funds holding

Funds holding: 395374 (-21)

16% less capital invested

Capital invested by funds: $1.81B → $1.52B (-$292M)

31% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 49

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

64% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 183

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.8M

Holders
374
Holders Change
-21
Holders Change %
-5.32%
% of All Funds
6.44%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
34
Increased
65
Reduced
183
Closed
49
Calls
Puts
$1.8M
Net Calls
-$1.8M
Net Calls Change
+$579K
Name Holding Trade Value Shares
Change
Change in
Stake
PS
51
Portfolio Strategies
New York
$3.64M -$141K -2,903 -3%
WP
52
WealthSource Partners
California
$3.56M -$3.72M -76,539 -48%
BBVA
53
Banco Bilbao Vizcaya Argentaria
Spain
$3.46M +$3.99M +82,054 New
WWM
54
Western Wealth Management
Colorado
$3.39M -$370K -7,607 -9%
CBFP
55
Cedar Brook Financial Partners
Ohio
$3.1M +$106K +2,184 +3%
BA
56
Bellwether Advisors
Nebraska
$3.04M -$234K -4,821 -6%
FC
57
FCA Corp
Texas
$2.91M +$70.3K +1,446 +2%
T
58
TCWP
Ohio
$2.9M +$50.9K +1,046 +2%
IA
59
IFP Advisors
Florida
$2.76M -$18.3K -376 -2%
FDCDDQ
60
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.74M -$12.6K -260 -0.4%
MPW
61
MA Private Wealth
California
$2.71M -$10.5K -216 -0.4%
FAM
62
Forte Asset Management
New York
$2.67M -$145K -2,973 -4%
VCS
63
Vaughan & Co Securities
New Jersey
$2.63M +$1.43M +29,434 +90%
RF
64
Rollins Financial
Georgia
$2.59M +$223K +4,576 +8%
Stifel Financial
65
Stifel Financial
Missouri
$2.54M -$160K -3,291 -5%
JC
66
JB Capital
Connecticut
$2.53M +$118K +2,422 +4%
PAG
67
Private Advisor Group
New Jersey
$2.5M -$569K -11,700 -16%
AWM
68
AE Wealth Management
Kansas
$2.46M -$285K -5,867 -9%
CC
69
Courier Capital
New York
$2.4M -$9.73K -200 -0.4%
BWP
70
Bernardo Wealth Planning
Pennsylvania
$2.25M -$223K -4,578 -8%
JMPWA
71
JP Morgan Private Wealth Advisors
California
$2.21M +$1.43M +29,416 +129%
CIBC World Market
72
CIBC World Market
Ontario, Canada
$2.1M -$55.7K -1,145 -2%
GT
73
Greenleaf Trust
Michigan
$2.01M
FPW
74
Flagship Private Wealth
Massachusetts
$1.95M +$16.1K +330 +0.7%
MAM
75
Marotta Asset Management
Virginia
$1.91M

IXN Hedge Fund Activity: Q3 2022 in Review

374 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q3 2022, worth a combined $1.52B — down 16% from $1.81B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of IXN and 34 opened new positions — a net loss of 15 holders — while 183 trimmed existing stakes and 65 added.

The largest buyer was Pictet Asset Management (Switzerland), adding an estimated $25M. The largest seller was Envestnet Asset Management, cutting an estimated $57.5M.

  • 374 institutional investors held iShares Global Tech ETF (IXN) as of Q3 2022, down from 395 in Q2 2022.
  • Funds reported $1.52B of iShares Global Tech ETF stock for Q3 2022, down 16% quarter-over-quarter.
  • 34 funds opened new iShares Global Tech ETF positions in Q3 2022 and 49 closed out, a net change of -15 holders.
  • The largest iShares Global Tech ETF buyer in Q3 2022 was Pictet Asset Management (Switzerland), an estimated $25M added.
  • The largest iShares Global Tech ETF seller in Q3 2022 was Envestnet Asset Management, an estimated $57.5M sold.

Based on aggregated 13F filings for Q3 2022.