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iShares Global Tech ETF
IXN

308 hedge funds and large institutions have $2.49B invested in iShares Global Tech ETF in 2020 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 115 increasing their positions, 89 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 32

42% more capital invested

Capital invested by funds: $1.75B → $2.49B (+$739M)

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

29% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 89

5% more funds holding

Funds holding: 293 → 308 (+15)

39.77% less ownership

Funds ownership: 430.83% → 391.06% (-40%)

Holders
308
Holders Change
+15
Holders Change %
+5.12%
% of All Funds
6.32%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.14%
New
50
Increased
115
Reduced
89
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PAS
Park Avenue Securities
New York
+$52.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$37.8M
3
DZ Bank
DZ Bank
Germany
+$35.9M
4
BlackRock
BlackRock
New York
+$24.1M
5
JP Morgan Chase
JP Morgan Chase
New York
+$23.7M

Top Sellers

Rank Fund Capital Flow
1
JSAM
J. Safra Asset Management
New York
-$282M
2
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
-$19.5M
3
Citadel Advisors
Citadel Advisors
Florida
-$15.2M
4
MPW
MA Private Wealth
California
-$5.83M
5
IC
InterOcean Capital
Illinois
-$3.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
FC
76
FCA Corp
Texas
$2.81M – – –
CS
77
Comerica Securities
Michigan
$2.77M +$135K +3,828 +6%
HPC
78
Hobart Private Capital
North Carolina
$2.74M +$329K +9,294 +15%
Citadel Advisors
79
Citadel Advisors
Florida
$2.6M -$15.2M -429,708 -87%
TSA
80
Tri-Star Advisors
Texas
$2.6M +$2.28M +64,380 New
I
81
INVST
Indiana
$2.59M +$553K +15,636 +31%
DE
82
Day & Ennis
Georgia
$2.51M -$257K -7,260 -10%
SS
83
Simplicity Solutions
Minnesota
$2.5M +$2.25M +63,690 New
HFA
84
High Falls Advisors
New York
$2.5M +$1.75M +49,524 +353%
EH
85
Equitable Holdings
New York
$2.46M -$122K -3,438 -5%
FCA
86
FLC Capital Advisors
California
$2.37M +$1.75M +49,542 +543%
Mirae Asset Global Investments
87
Mirae Asset Global Investments
South Korea
$2.35M – – –
CBFP
88
Cedar Brook Financial Partners
Ohio
$2.35M +$163K +4,614 +8%
SCA
89
Snowden Capital Advisors
New York
$2.3M -$397K -11,226 -16%
SPIA
90
Steward Partners Investment Advisory
New York
$2.3M +$42.9K +1,212 +2%
SSB
91
Sandy Spring Bank
Maryland
$2.29M -$32.9K -930 -2%
LFG
92
LifePlan Financial Group
Ohio
$2.28M +$75.4K +2,130 +4%
GT
93
Greenleaf Trust
Michigan
$2.25M -$222K -6,270 -10%
Prudential Financial
94
Prudential Financial
New Jersey
$2.24M +$274K +7,740 +16%
WWM
95
Western Wealth Management
Colorado
$2.14M +$1.03M +29,010 +113%
IWC
96
Integrated Wealth Concepts
Massachusetts
$2.11M +$291K +8,220 +18%
PWA
97
Physician Wealth Advisors
Utah
$2.1M +$1.45M +41,106 +509%
MBT
98
Montecito Bank & Trust
California
$2.1M -$148K -4,194 -7%
Citigroup
99
Citigroup
New York
$2.09M -$29.5K -834 -2%
Deutsche Bank
100
Deutsche Bank
Germany
$2.08M +$100K +2,838 +6%
2 3
4
5 6

IXN Hedge Fund Activity: Q2 2020 in Review

308 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q2 2020, worth a combined $2.49B — up 42% from $1.75B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IXN positions and 32 closed out — a net gain of 18 holders — while 115 added to existing stakes and 89 trimmed.

The largest buyer was Park Avenue Securities, opening a new position worth an estimated $52.3M. The largest seller was J. Safra Asset Management, cutting an estimated $282M.

  • 308 institutional investors held iShares Global Tech ETF (IXN) as of Q2 2020, up from 293 in Q1 2020.
  • Funds reported $2.49B of iShares Global Tech ETF stock for Q2 2020, up 42% quarter-over-quarter.
  • 50 funds opened new iShares Global Tech ETF positions in Q2 2020 and 32 closed out, a net change of +18 holders.
  • The largest iShares Global Tech ETF buyer in Q2 2020 was Park Avenue Securities, an estimated $52.3M added.
  • The largest iShares Global Tech ETF seller in Q2 2020 was J. Safra Asset Management, an estimated $282M sold.

Based on aggregated 13F filings for Q2 2020.