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iShares Global Tech ETF

166 hedge funds and large institutions have $517M invested in iShares Global Tech ETF in 2018 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

50% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 38

17% more capital invested

Capital invested by funds: $443M → $517M (+$74.6M)

11.07% more ownership

Funds ownership: 190.04%201.1% (+11%)

8% more funds holding

Funds holding: 153166 (+13)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
166
Holders Change
+13
Holders Change %
+8.5%
% of All Funds
3.8%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
22
Increased
57
Reduced
38
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MLIC
76
Mandatum Life Insurance Company
Finland
$554K
Janney Montgomery Scott
77
Janney Montgomery Scott
Pennsylvania
$516K -$30.1K -1,116 -5%
UIA
78
UBP Investment Advisors
Switzerland
$513K
MCM
79
MAI Capital Management
Ohio
$507K
NCMW
80
Northern Capital Management (Wisconsin)
Wisconsin
$475K -$10.5K -390 -2%
DWM
81
Dakota Wealth Management
Florida
$472K
FAAS
82
First Allied Advisory Services
California
$470K +$10.2K +378 +2%
Creative Planning
83
Creative Planning
Kansas
$458K +$107K +3,984 +30%
CFA
84
Carroll Financial Associates
North Carolina
$447K +$40.4K +1,500 +10%
PWAP
85
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$438K
FANJ
86
Financial Architects (New Jersey)
New Jersey
$436K +$94.8K +3,516 +27%
PAG
87
Private Advisor Group
New Jersey
$433K +$89.3K +3,312 +25%
SPC
88
Sigma Planning Corp
Michigan
$430K +$76.5K +2,838 +21%
TCM
89
Traynor Capital Management
Pennsylvania
$428K +$5.17K +192 +1%
GWM
90
Geneos Wealth Management
Colorado
$408K
GA
91
GFS Advisors
Texas
$398K
CCM
92
Crossvault Capital Management
Texas
$355K -$65.5K -2,430 -15%
SWP
93
Stratos Wealth Partners
Ohio
$344K -$14.1K -522 -4%
AIM
94
Advantage Investment Management
Iowa
$343K -$28.3K -1,050 -7%
Schroder Investment Management Group
95
Schroder Investment Management Group
United Kingdom
$339K +$47.7K +1,770 +16%
CLOS
96
Compagnie Lombard Odier SCmA
Switzerland
$329K -$197K -7,320 -37%
UR
97
USCA RIA
Texas
$323K +$12.9K +480 +4%
EHC
98
Everett Harris & Co
California
$317K
Fidelity Investments
99
Fidelity Investments
Massachusetts
$316K +$33.1K +1,230 +11%
VFA
100
Voya Financial Advisors
Connecticut
$312K -$11.3K -420 -3%

IXN Hedge Fund Activity: Q1 2018 in Review

166 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q1 2018, worth a combined $517M — up 17% from $443M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IXN positions and 9 closed out — a net gain of 13 holders — while 57 added to existing stakes and 38 trimmed.

The largest buyer was Bank of America, adding an estimated $10.3M. The largest seller was UBS Group, cutting an estimated $2.29M.

  • 166 institutional investors held iShares Global Tech ETF (IXN) as of Q1 2018, up from 153 in Q4 2017.
  • Funds reported $517M of iShares Global Tech ETF stock for Q1 2018, up 17% quarter-over-quarter.
  • 22 funds opened new iShares Global Tech ETF positions in Q1 2018 and 9 closed out, a net change of +13 holders.
  • The largest iShares Global Tech ETF buyer in Q1 2018 was Bank of America, an estimated $10.3M added.
  • The largest iShares Global Tech ETF seller in Q1 2018 was UBS Group, an estimated $2.29M sold.

Based on aggregated 13F filings for Q1 2018.