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iShares Global Tech ETF
IXN

370 hedge funds and large institutions have $3.46B invested in iShares Global Tech ETF in 2020 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 127 increasing their positions, 119 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 26

56% more funds holding in top 10

Funds holding in top 10: 9 → 14 (+5)

19% more capital invested

Capital invested by funds: $2.9B → $3.46B (+$554M)

17.05% more ownership

Funds ownership: 395.96% → 413.01% (+17%)

10% more funds holding

Funds holding: 335 → 370 (+35)

7% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 119

Holders
370
Holders Change
+35
Holders Change %
+10.45%
% of All Funds
6.55%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.25%
New
66
Increased
127
Reduced
119
Closed
26
Calls
$240K
Puts
–
Net Calls
+$240K
Net Calls Change
+$4.34M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$49.5M
2
JP Morgan Chase
JP Morgan Chase
New York
+$23.9M
3
DZ Bank
DZ Bank
Germany
+$23.4M
4
AssetMark Inc
AssetMark Inc
California
+$21.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$13.7M

Top Sellers

Rank Fund Capital Flow
1
Fisher Asset Management
Fisher Asset Management
Washington
-$36.8M
2
SW
SteelPeak Wealth
California
-$5.94M
3
5L
55I LLC
Massachusetts
-$5.37M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.36M
5
ACP
Aveo Capital Partners
Colorado
-$3.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
FDCDDQ
76
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.82M -$5.83K -126 -0.2%
SS
77
Simplicity Solutions
Minnesota
$3.79M +$1.38M +29,886 +65%
TSA
78
Tri-Star Advisors
Texas
$3.78M +$372K +8,046 +12%
Prudential Financial
79
Prudential Financial
New Jersey
$3.76M +$488K +10,560 +16%
CS
80
Comerica Securities
Michigan
$3.73M -$9.99K -216 -0.3%
FC
81
FCA Corp
Texas
$3.7M – – –
COCM
82
Charter Oak Capital Management
New Hampshire
$3.67M +$3.39M +73,308 New
Jane Street
83
Jane Street
New York
$3.65M -$660K -14,268 -16%
Truist Financial
84
Truist Financial
North Carolina
$3.6M +$2.5K +54 +0.1%
IDA
85
Intelligence Driven Advisers
California
$3.58M +$615K +13,302 +23%
Mirae Asset Global Investments
86
Mirae Asset Global Investments
South Korea
$3.54M – – –
EH
87
Equitable Holdings
New York
$3.4M -$13.9K -300 -0.4%
CAN
88
Cetera Advisor Networks
California
$3.36M +$744K +16,098 +31%
CC
89
Courier Capital
New York
$3.32M -$76.3K -1,650 -2%
CBFP
90
Cedar Brook Financial Partners
Ohio
$3.3M +$141K +3,054 +5%
SL
91
SWMG LLC
Texas
$3.27M +$2.95M +63,696 New
SWM
92
Sanctuary Wealth Management
Idaho
$3.11M +$2.88M +62,220 New
BCM
93
Brookstone Capital Management
Illinois
$3.1M +$229K +4,950 +9%
SXL
94
Summit X LLC
Missouri
$3.02M -$776K -16,788 -22%
FCA
95
FLC Capital Advisors
California
$2.94M +$42.4K +918 +2%
EL
96
EQ LLC
Washington
$2.89M +$2.67M +57,756 New
MCWS
97
McKinley Carter Wealth Services
West Virginia
$2.78M +$2.57M +55,650 New
MAM
98
Marotta Asset Management
Virginia
$2.73M -$34.7K -750 -1%
CIBC World Market
99
CIBC World Market
Ontario, Canada
$2.72M +$111K +2,394 +5%
SSB
100
Sandy Spring Bank
Maryland
$2.7M -$106K -2,298 -4%
2 3
4
5 6

IXN Hedge Fund Activity: Q4 2020 in Review

370 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q4 2020, worth a combined $3.46B — up 19% from $2.9B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new IXN positions and 26 closed out — a net gain of 40 holders — while 127 added to existing stakes and 119 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $49.5M. The largest seller was Fisher Asset Management, cutting an estimated $36.8M.

  • 370 institutional investors held iShares Global Tech ETF (IXN) as of Q4 2020, up from 335 in Q3 2020.
  • Funds reported $3.46B of iShares Global Tech ETF stock for Q4 2020, up 19% quarter-over-quarter.
  • 66 funds opened new iShares Global Tech ETF positions in Q4 2020 and 26 closed out, a net change of +40 holders.
  • The largest iShares Global Tech ETF buyer in Q4 2020 was Morgan Stanley, an estimated $49.5M added.
  • The largest iShares Global Tech ETF seller in Q4 2020 was Fisher Asset Management, an estimated $36.8M sold.

Based on aggregated 13F filings for Q4 2020.