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iShares Global Tech ETF
IXN

122 hedge funds and large institutions have $336M invested in iShares Global Tech ETF in 2017 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 36 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

8% more capital invested

Capital invested by funds: $310M → $336M (+$25.8M)

8% more funds holding

Funds holding: 113 → 122 (+9)

8% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 36

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

9.78% less ownership

Funds ownership: 176.21% → 166.42% (-9.8%)

Holders
122
Holders Change
+9
Holders Change %
+7.96%
% of All Funds
3.04%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
16
Increased
39
Reduced
36
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$5.32M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$4.74M
3
Jane Street
Jane Street
New York
+$3.36M
4
GT
Greenleaf Trust
Michigan
+$3.16M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.64M

Top Sellers

1
TFA
Transamerica Financial Advisors
Florida
-$3.41M
2
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
-$3.26M
3
X
Xponance
Pennsylvania
-$2.98M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.7M
5
Morgan Stanley
Morgan Stanley
New York
-$2.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
76
B. Riley Wealth Advisors
Florida
$303K -$51.9K -2,394 -15%
SWP
77
Stratos Wealth Partners
Ohio
$276K +$7.8K +360 +3%
SFG
78
Summit Financial Group
West Virginia
$274K +$272K +12,534 New
AIM
79
Advantage Investment Management
Iowa
$272K – – –
EHC
80
Everett Harris & Co
California
$262K – – –
AP
81
Advisors Preferred
Maryland
$256K +$70.7K +3,264 +39%
Creative Planning
82
Creative Planning
Kansas
$239K +$94.2K +4,350 +66%
JMPWA
83
JP Morgan Private Wealth Advisors
California
$235K -$105K -4,860 -31%
CGL
84
Clarius Group LLC
Washington
$223K – – –
CAN
85
Cetera Advisor Networks
California
$221K +$217K +10,002 New
HFS
86
HL Financial Services
Kentucky
$219K +$218K +10,056 New
WT
87
Whittier Trust
California
$215K – – –
NFC
88
Northeast Financial Consultants
Connecticut
$209K +$207K +9,564 New
SI
89
SII Investments
Wisconsin
$207K -$151K -6,954 -42%
Fidelity Investments
90
Fidelity Investments
Massachusetts
$207K +$206K +9,498 New
VFA
91
Voya Financial Advisors
Connecticut
$201K -$45.2K -2,088 -18%
NFG
92
Next Financial Group
Texas
$126K – – –
Manulife (Manufacturers Life Insurance)
93
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$119K +$111K +5,142 +1,749%
CCM
94
Cribstone Capital Management
Maine
$118K – – –
GEA
95
Glen Eagle Advisors
New Jersey
$117K -$6.5K -300 -5%
JFGIW
96
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$113K – – –
DADC
97
D.A. Davidson & Co
Montana
$87K +$87.1K +4,020 New
IA
98
IFP Advisors
Florida
$79K -$9.49K -438 -11%
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$78K – – –
SEI Investments
100
SEI Investments
Pennsylvania
$77K – – –
2 3
4
5 6

IXN Hedge Fund Activity: Q2 2017 in Review

122 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q2 2017, worth a combined $336M — up 8.3% from $310M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IXN positions and 7 closed out — a net gain of 9 holders — while 39 added to existing stakes and 36 trimmed.

The largest buyer was Bank of America, adding an estimated $5.32M. The largest seller was Transamerica Financial Advisors, exiting entirely with an estimated $3.41M sold.

  • 122 institutional investors held iShares Global Tech ETF (IXN) as of Q2 2017, up from 113 in Q1 2017.
  • Funds reported $336M of iShares Global Tech ETF stock for Q2 2017, up 8.3% quarter-over-quarter.
  • 16 funds opened new iShares Global Tech ETF positions in Q2 2017 and 7 closed out, a net change of +9 holders.
  • The largest iShares Global Tech ETF buyer in Q2 2017 was Bank of America, an estimated $5.32M added.
  • The largest iShares Global Tech ETF seller in Q2 2017 was Transamerica Financial Advisors, an estimated $3.41M sold.

Based on aggregated 13F filings for Q2 2017.