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iShares Global Tech ETF
IXN

396 hedge funds and large institutions have $4.11B invested in iShares Global Tech ETF in 2021 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 172 increasing their positions, 97 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 23

77% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 97

47% more capital invested

Capital invested by funds: $2.81B → $4.11B (+$1.31B)

33% more funds holding in top 10

Funds holding in top 10: 9 → 12 (+3)

8% more funds holding

Funds holding: 366 → 396 (+30)

318.99% less ownership

Funds ownership: 390.26% → 71.27% (-319%)

Holders
396
Holders Change
+30
Holders Change %
+8.2%
% of All Funds
6.93%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
59
Increased
172
Reduced
97
Closed
23
Calls
$414K
Puts
–
Net Calls
+$414K
Net Calls Change
+$3.9M

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$597M
2
LPL Financial
LPL Financial
California
+$137M
3
Morgan Stanley
Morgan Stanley
New York
+$71.6M
4
PAS
Park Avenue Securities
New York
+$62.3M
5
Osaic Holdings
Osaic Holdings
Arizona
+$58.5M

Top Sellers

Rank Fund Capital Flow
1
KFS
Kelly Financial Services
Massachusetts
-$63.7M
2
PA
Parallel Advisors
California
-$14.7M
3
SAM
SP Asset Management
California
-$13M
4
T
TRUADVICE
Florida
-$9.64M
5
Citadel Advisors
Citadel Advisors
Florida
-$7.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
DE
76
Day & Ennis
Georgia
$4.85M +$114K +1,944 +2%
SWM
77
Spire Wealth Management
Virginia
$4.61M +$1.54M +26,283 +48%
BCM
78
Brookstone Capital Management
Illinois
$4.41M +$2.83M +48,323 +166%
SL
79
SWMG LLC
Texas
$4.32M +$2.03M +34,673 +84%
CWS
80
Cypress Wealth Services
California
$4.3M +$186K +3,180 +4%
FC
81
FCA Corp
Texas
$4.26M +$11.6K +199 +0.3%
COCM
82
Charter Oak Capital Management
New Hampshire
$4.26M +$11.1K +189 +0.3%
IDA
83
Intelligence Driven Advisers
California
$4.13M +$40.2K +687 +1%
ASN
84
Advisory Services Network
Georgia
$4.09M +$1.8M +30,800 +74%
FDCDDQ
85
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.87M -$190K -3,238 -5%
CBFP
86
Cedar Brook Financial Partners
Ohio
$3.83M -$27.9K -477 -0.7%
TLFA
87
True Link Financial Advisors
California
$3.75M -$1.09M -18,645 -22%
SWG
88
Summit Wealth Group
Vermont
$3.62M +$3.74M +63,962 New
CC
89
Courier Capital
New York
$3.62M -$127K -2,175 -3%
RSWM
90
Robertson Stephens Wealth Management
California
$3.59M +$784K +13,397 +27%
I
91
INVST
Indiana
$3.56M +$1.56M +26,672 +74%
FIA
92
Foundations Investment Advisors
Arizona
$3.48M +$2.38M +40,727 +195%
FHA
93
First Horizon Advisors
Tennessee
$3.47M +$542K +9,260 +18%
MIAN
94
Mariner Independent Advisor Network
Kansas
$3.3M +$2.53M +43,146 New
RIA
95
Regal Investment Advisors
Michigan
$3.24M +$1.01M +17,235 +43%
MAM
96
Marotta Asset Management
Virginia
$3.06M -$17.7K -303 -0.6%
CIBC World Market
97
CIBC World Market
Ontario, Canada
$3.06M +$31.3K +535 +1%
GIA
98
Goodwin Investment Advisory
Georgia
$3.03M +$187K +3,203 +6%
BWP
99
Bernardo Wealth Planning
Pennsylvania
$2.99M -$1.84M -31,469 -37%
CFG
100
CMC Financial Group
Georgia
$2.99M -$38.1K -651 -1%
2 3
4
5 6

IXN Hedge Fund Activity: Q3 2021 in Review

396 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q3 2021, worth a combined $4.11B — up 47% from $2.81B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new IXN positions and 23 closed out — a net gain of 36 holders — while 172 added to existing stakes and 97 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $597M. The largest seller was Kelly Financial Services, cutting an estimated $63.7M.

  • 396 institutional investors held iShares Global Tech ETF (IXN) as of Q3 2021, up from 366 in Q2 2021.
  • Funds reported $4.11B of iShares Global Tech ETF stock for Q3 2021, up 47% quarter-over-quarter.
  • 59 funds opened new iShares Global Tech ETF positions in Q3 2021 and 23 closed out, a net change of +36 holders.
  • The largest iShares Global Tech ETF buyer in Q3 2021 was Envestnet Asset Management, an estimated $597M added.
  • The largest iShares Global Tech ETF seller in Q3 2021 was Kelly Financial Services, an estimated $63.7M sold.

Based on aggregated 13F filings for Q3 2021.