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iShares Global Tech ETF

234 hedge funds and large institutions have $1.91B invested in iShares Global Tech ETF in 2019 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 97 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 13

94% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 50

47% more capital invested

Capital invested by funds: $1.3B → $1.91B (+$608M)

43.37% more ownership

Funds ownership: 358.71%402.07% (+43%)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

13% more funds holding

Funds holding: 207234 (+27)

Holders
234
Holders Change
+27
Holders Change %
+13.04%
% of All Funds
5.06%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.17%
New
42
Increased
97
Reduced
50
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KFGK
76
Keystone Financial Group (Kentucky)
Kentucky
$1.51M +$11.6K +438 +0.8%
OFG
77
OmniStar Financial Group
North Carolina
$1.48M +$141K +5,334 +11%
CWM
78
Cornerstone Wealth Management
Missouri
$1.45M +$19.5K +738 +1%
Deutsche Bank
79
Deutsche Bank
Germany
$1.43M +$26.2K +990 +2%
Fifth Third Bancorp
80
Fifth Third Bancorp
Ohio
$1.41M -$112K -4,212 -8%
CA
81
Cetera Advisors
Colorado
$1.31M +$979K +36,966 +410%
SAM
82
SP Asset Management
California
$1.26M
CIBC World Market
83
CIBC World Market
Ontario, Canada
$1.25M -$56.6K -2,136 -5%
MCM
84
Maryland Capital Management
Maryland
$1.25M +$104K +3,912 +10%
CAN
85
Cetera Advisor Networks
California
$1.23M +$1.14M +43,200 New
AWA
86
Arete Wealth Advisors
Illinois
$1.22M +$16.2K +612 +1%
NAM
87
NTV Asset Management
West Virginia
$1.18M
HSBC Holdings
88
HSBC Holdings
United Kingdom
$1.18M -$159K -6,000 -13%
KWA
89
KCS Wealth Advisory
California
$1.07M +$636 +24 +0.1%
CCA
90
Clearwater Capital Advisors
Illinois
$1.02M
PCG
91
Private Capital Group
Connecticut
$1M -$93.4K -3,528 -9%
WP
92
WealthShield Partners
North Carolina
$971K +$827K +31,218 +1,095%
PPP
93
Private Portfolio Partners
New Jersey
$951K +$64.8K +2,448 +8%
CFGS
94
Concourse Financial Group Securities
Alabama
$921K +$467K +17,634 +120%
Fidelity International
95
Fidelity International
Bermuda
$909K -$519K -19,578 -38%
JWS
96
Juncture Wealth Strategies
Arizona
$894K -$96.1K -3,630 -10%
SPC
97
Sigma Planning Corp
Michigan
$882K +$119K +4,482 +17%
Barclays
98
Barclays
United Kingdom
$864K
FIM
99
Freedom Investment Management
Connecticut
$837K +$778K +29,358 New
CIC
100
Carnegie Investment Counsel
Ohio
$801K -$11.1K -420 -1%

IXN Hedge Fund Activity: Q1 2019 in Review

234 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q1 2019, worth a combined $1.91B — up 47% from $1.3B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new IXN positions and 13 closed out — a net gain of 29 holders — while 97 added to existing stakes and 50 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $71.1M. The largest seller was Raymond James & Associates, cutting an estimated $6.69M.

  • 234 institutional investors held iShares Global Tech ETF (IXN) as of Q1 2019, up from 207 in Q4 2018.
  • Funds reported $1.91B of iShares Global Tech ETF stock for Q1 2019, up 47% quarter-over-quarter.
  • 42 funds opened new iShares Global Tech ETF positions in Q1 2019 and 13 closed out, a net change of +29 holders.
  • The largest iShares Global Tech ETF buyer in Q1 2019 was Envestnet Asset Management, an estimated $71.1M added.
  • The largest iShares Global Tech ETF seller in Q1 2019 was Raymond James & Associates, an estimated $6.69M sold.

Based on aggregated 13F filings for Q1 2019.