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iShares Global Tech ETF

457 hedge funds and large institutions have $4.1B invested in iShares Global Tech ETF in 2021 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 101 increasing their positions, 180 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 31

15% more funds holding

Funds holding: 396457 (+61)

0% less capital invested

Capital invested by funds: $4.11B → $4.1B (-$8.17M)

2.17% less ownership

Funds ownership: 71.27%69.1% (-2.2%)

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

44% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 180

Holders
457
Holders Change
+61
Holders Change %
+15.4%
% of All Funds
7.03%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
97
Increased
101
Reduced
180
Closed
31
Calls
$586K
Puts
Net Calls
+$586K
Net Calls Change
+$172K
Name Holding Trade Value Shares
Change
Change in
Stake
CWS
76
Cypress Wealth Services
California
$4.69M -$197K -3,200 -4%
TSA
77
Tri-Star Advisors
Texas
$4.53M -$1.34M -21,794 -23%
CBFP
78
Cedar Brook Financial Partners
Ohio
$4.42M +$62.9K +1,023 +2%
BCA
79
Biltmore Capital Advisors
New Jersey
$4.37M -$1.12M -18,181 -21%
SWM
80
Spire Wealth Management
Virginia
$4.34M -$855K -13,920 -17%
LWA
81
Lineweaver Wealth Advisors
Ohio
$4.33M -$2.84M -46,286 -41%
FC
82
FCA Corp
Texas
$4.32M -$497K -8,093 -11%
FDCDDQ
83
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.3M -$89.8K -1,462 -2%
CC
84
Courier Capital
New York
$4.12M
T
85
TCWP
Ohio
$4.11M +$3.92M +63,834 New
ASN
86
Advisory Services Network
Georgia
$4.11M -$521K -8,484 -12%
CS
87
Comerica Securities
Michigan
$3.99M -$1.51M -24,557 -28%
QAM
88
Q3 Asset Management
Michigan
$3.91M +$2.9M +47,209 +349%
FHA
89
First Horizon Advisors
Tennessee
$3.89M -$50.1K -816 -1%
RSWM
90
Robertson Stephens Wealth Management
California
$3.73M -$333K -5,423 -9%
SL
91
SWMG LLC
Texas
$3.73M -$1.12M -18,254 -24%
MIAN
92
Mariner Independent Advisor Network
Kansas
$3.71M +$887K +14,439 +33%
Truist Financial
93
Truist Financial
North Carolina
$3.69M -$2.94M -47,908 -46%
RF
94
Rollins Financial
Georgia
$3.59M +$3.42M +55,731 New
CIBC World Market
95
CIBC World Market
Ontario, Canada
$3.53M +$51.7K +842 +2%
WWM
96
Western Wealth Management
Colorado
$3.38M +$3.23M +52,511 New
BWP
97
Bernardo Wealth Planning
Pennsylvania
$3.35M -$54K -879 -2%
BCM
98
Brookstone Capital Management
Illinois
$3.34M -$1.42M -23,175 -30%
EH
99
Equitable Holdings
New York
$3.34M +$1.11M +18,117 +54%
MAM
100
Marotta Asset Management
Virginia
$3.28M -$198K -3,226 -6%

IXN Hedge Fund Activity: Q4 2021 in Review

457 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q4 2021, worth a combined $4.1B — down 0.2% from $4.11B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new IXN positions and 31 closed out — a net gain of 66 holders — while 101 added to existing stakes and 180 trimmed.

The largest buyer was Pictet Asset Management (Switzerland), adding an estimated $21.7M. The largest seller was Envestnet Asset Management, cutting an estimated $282M.

  • 457 institutional investors held iShares Global Tech ETF (IXN) as of Q4 2021, up from 396 in Q3 2021.
  • Funds reported $4.1B of iShares Global Tech ETF stock for Q4 2021, down 0.2% quarter-over-quarter.
  • 97 funds opened new iShares Global Tech ETF positions in Q4 2021 and 31 closed out, a net change of +66 holders.
  • The largest iShares Global Tech ETF buyer in Q4 2021 was Pictet Asset Management (Switzerland), an estimated $21.7M added.
  • The largest iShares Global Tech ETF seller in Q4 2021 was Envestnet Asset Management, an estimated $282M sold.

Based on aggregated 13F filings for Q4 2021.