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iShares Global Tech ETF

442 hedge funds and large institutions have $2.55B invested in iShares Global Tech ETF in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 105 increasing their positions, 146 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

840% more call options, than puts

Call options by funds: $470K | Put options by funds: $50K

63% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 24

6% more capital invested

Capital invested by funds: $2.41B → $2.55B (+$148M)

3% more funds holding

Funds holding: 430442 (+12)

2.72% more ownership

Funds ownership: 46.83%49.56% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

28% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 146

Holders
442
Holders Change
+12
Holders Change %
+2.79%
% of All Funds
6.35%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
39
Increased
105
Reduced
146
Closed
24
Calls
$470K
Puts
$50K
Net Calls
+$420K
Net Calls Change
+$130K
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC World Market
51
CIBC World Market
Ontario, Canada
$6.36M +$151K +1,865 +2%
ACA
52
Aptus Capital Advisors
Alabama
$6.3M -$10.9K -135 -0.2%
AWS
53
Atria Wealth Solutions
New York
$6.22M -$185K -2,288 -3%
SEIA
54
Signature Estate & Investment Advisors
California
$6.12M -$37.1K -459 -0.6%
KAS
55
Kestra Advisory Services
Texas
$6.12M -$887K -10,974 -13%
NIWA
56
New Insight Wealth Advisors
California
$5.93M +$853K +10,557 +17%
HighTower Advisors
57
HighTower Advisors
Illinois
$5.48M -$404K -5,007 -7%
BA
58
Bellwether Advisors
Nebraska
$5.4M
AAS
59
Avantax Advisory Services
Texas
$5.35M -$948K -11,739 -15%
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$5.15M +$601K +7,440 +14%
LRWA
61
Long Run Wealth Advisors
New York
$5.04M +$334K +4,136 +7%
Stifel Financial
62
Stifel Financial
Missouri
$5M -$80K -990 -2%
PAG
63
Private Advisor Group
New Jersey
$4.85M +$1.54M +19,050 +48%
Wealthfront Advisers
64
Wealthfront Advisers
California
$4.78M +$300K +3,713 +7%
SC
65
Slow Capital
California
$4.78M +$10.3K +127 +0.2%
CC
66
Courier Capital
New York
$4.34M -$72.7K -900 -2%
Jones Financial Companies
67
Jones Financial Companies
Missouri
$4.19M +$1.82M +22,486 +79%
FPW
68
Flagship Private Wealth
Massachusetts
$4.17M +$31.7K +392 +0.8%
NA
69
NewEdge Advisors
Louisiana
$4.11M +$156K +1,925 +4%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$3.97M -$503K -6,230 -11%
NFSG
71
Newbridge Financial Services Group
Florida
$3.85M +$1.05M +13,033 +39%
FC
72
FCA Corp
Texas
$3.81M +$54.3K +672 +1%
MGWM
73
Marks Group Wealth Management
Minnesota
$3.77M -$879K -10,887 -19%
FDCDDQ
74
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.73M -$380K -4,698 -9%
SAM
75
SP Asset Management
California
$3.68M

IXN Hedge Fund Activity: Q3 2024 in Review

442 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q3 2024, worth a combined $2.55B — up 6.1% from $2.41B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new IXN positions and 24 closed out — a net gain of 15 holders — while 105 added to existing stakes and 146 trimmed.

The largest buyer was Phoenix Financial, adding an estimated $96.9M. The largest seller was Bank of America, cutting an estimated $15.7M.

  • 442 institutional investors held iShares Global Tech ETF (IXN) as of Q3 2024, up from 430 in Q2 2024.
  • Funds reported $2.55B of iShares Global Tech ETF stock for Q3 2024, up 6.1% quarter-over-quarter.
  • 39 funds opened new iShares Global Tech ETF positions in Q3 2024 and 24 closed out, a net change of +15 holders.
  • The largest iShares Global Tech ETF buyer in Q3 2024 was Phoenix Financial, an estimated $96.9M added.
  • The largest iShares Global Tech ETF seller in Q3 2024 was Bank of America, an estimated $15.7M sold.

Based on aggregated 13F filings for Q3 2024.