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iShares Global Tech ETF
IXN

204 hedge funds and large institutions have $1.32B invested in iShares Global Tech ETF in 2018 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 67 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 13

103% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 33

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

90% more capital invested

Capital invested by funds: $697M → $1.32B (+$625M)

82.09% more ownership

Funds ownership: 230.03% → 312.12% (+82%)

23% more funds holding

Funds holding: 166 → 204 (+38)

Holders
204
Holders Change
+38
Holders Change %
+22.89%
% of All Funds
4.66%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
52
Increased
67
Reduced
33
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$249M
2
BlackRock
BlackRock
New York
+$71.5M
3
LPL Financial
LPL Financial
California
+$54.3M
4
AG
Advisor Group
Arizona
+$29.8M
5
Morgan Stanley
Morgan Stanley
New York
+$24.8M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$124M
2
NR
Newfound Research
Massachusetts
-$3.76M
3
ACP
Aveo Capital Partners
Colorado
-$2.19M
4
PWM
Perigon Wealth Management
California
-$1M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$856K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
76
Concorde Asset Management
Michigan
$1.35M +$1.32M +46,260 New
KM
77
Kalos Management
Georgia
$1.28M -$112K -3,900 -8%
JWS
78
Juncture Wealth Strategies
Arizona
$1.27M -$291K -10,176 -19%
SAM
79
SP Asset Management
California
$1.24M -$97.3K -3,402 -7%
HSBC Holdings
80
HSBC Holdings
United Kingdom
$1.22M – – –
NAM
81
NTV Asset Management
West Virginia
$1.21M -$81.7K -2,856 -6%
IWC
82
Integrated Wealth Concepts
Massachusetts
$1.17M +$1.14M +39,798 New
PCG
83
Private Capital Group
Connecticut
$1.16M +$287K +10,050 +34%
KWA
84
KCS Wealth Advisory
California
$1.15M -$21.6K -756 -2%
MCM
85
Maryland Capital Management
Maryland
$1.14M -$4.97K -174 -0.4%
SCA
86
Snowden Capital Advisors
New York
$1.12M +$1.1M +38,514 New
Baird Financial Group
87
Baird Financial Group
Wisconsin
$1.07M +$1.05M +36,558 New
AFNAS
88
American Financial Network Advisory Services
California
$1.07M +$1.04M +36,498 +13,224%
CCA
89
Clearwater Capital Advisors
Illinois
$1.07M – – –
CAL
90
Capital Advisors Ltd
Ohio
$990K – – –
QCMC
91
Quantum Capital Management (California)
California
$888K -$8.41K -294 -1%
Barclays
92
Barclays
United Kingdom
$884K +$266K +9,300 +44%
BBA
93
Braun-Bostich & Associates
Pennsylvania
$868K +$850K +29,736 New
PA
94
Pinnacle Associates
New York
$804K -$13.9K -486 -2%
VWM
95
Venturi Wealth Management
Texas
$783K – – –
SPC
96
Sigma Planning Corp
Michigan
$752K +$273K +9,558 +59%
PG
97
Patten Group
Tennessee
$743K +$25.7K +900 +4%
KFGK
98
Keystone Financial Group (Kentucky)
Kentucky
$735K +$715K +25,008 New
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$734K +$54K +1,890 +8%
RJT
100
Raymond James Trust
Florida
$691K +$677K +23,670 New
2 3
4
5 6

IXN Hedge Fund Activity: Q3 2018 in Review

204 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q3 2018, worth a combined $1.32B — up 90% from $697M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new IXN positions and 13 closed out — a net gain of 39 holders — while 67 added to existing stakes and 33 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $249M. The largest seller was AssetMark Inc, cutting an estimated $124M.

  • 204 institutional investors held iShares Global Tech ETF (IXN) as of Q3 2018, up from 166 in Q2 2018.
  • Funds reported $1.32B of iShares Global Tech ETF stock for Q3 2018, up 90% quarter-over-quarter.
  • 52 funds opened new iShares Global Tech ETF positions in Q3 2018 and 13 closed out, a net change of +39 holders.
  • The largest iShares Global Tech ETF buyer in Q3 2018 was Envestnet Asset Management, an estimated $249M added.
  • The largest iShares Global Tech ETF seller in Q3 2018 was AssetMark Inc, an estimated $124M sold.

Based on aggregated 13F filings for Q3 2018.