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iShares Global Tech ETF

447 hedge funds and large institutions have $3.38B invested in iShares Global Tech ETF in 2022 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 101 increasing their positions, 220 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more call options, than puts

Call options by funds: $4.35M | Put options by funds: $3.43M

0.88% more ownership

Funds ownership: 69.1%69.98% (+0.88%)

8% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 51

2% less funds holding

Funds holding: 457447 (-10)

18% less capital invested

Capital invested by funds: $4.1B → $3.38B (-$720M)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

54% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 220

Holders
447
Holders Change
-10
Holders Change %
-2.19%
% of All Funds
7.05%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
47
Increased
101
Reduced
220
Closed
51
Calls
$4.35M
Puts
$3.43M
Net Calls
+$926K
Net Calls Change
+$340K
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
76
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.92M +$25.7K +445 +0.7%
BPC
77
Banque Pictet & Cie
Switzerland
$3.89M +$1.34M +23,250 +53%
SWM
78
Spire Wealth Management
Virginia
$3.73M -$202K -3,493 -5%
CC
79
Courier Capital
New York
$3.58M -$123K -2,134 -3%
RF
80
Rollins Financial
Georgia
$3.55M +$315K +5,450 +10%
T
81
TCWP
Ohio
$3.54M -$158K -2,731 -4%
HPC
82
Hobart Private Capital
North Carolina
$3.54M -$1.77M -30,574 -33%
CIBC World Market
83
CIBC World Market
Ontario, Canada
$3.51M +$324K +5,615 +10%
OAP
84
One Advisory Partners
Kansas
$3.49M -$1.06M -18,363 -23%
CWS
85
Cypress Wealth Services
California
$3.39M -$830K -14,369 -20%
MIAN
86
Mariner Independent Advisor Network
Kansas
$3.22M -$115K -1,992 -3%
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$3.04M +$550K +9,531 +22%
MFG
88
Merit Financial Group
Georgia
$3.04M +$3.03M +52,414 New
BWP
89
Bernardo Wealth Planning
Pennsylvania
$3M -$16K -278 -0.5%
MAM
90
Marotta Asset Management
Virginia
$2.95M -$5.08K -88 -0.2%
ASN
91
Advisory Services Network
Georgia
$2.94M -$754K -13,066 -20%
CFGS
92
Concourse Financial Group Securities
Alabama
$2.9M -$1.98M -34,257 -41%
Truist Financial
93
Truist Financial
North Carolina
$2.84M -$488K -8,455 -15%
IA
94
IFP Advisors
Florida
$2.83M +$373K +6,465 +65%
RSWM
95
Robertson Stephens Wealth Management
California
$2.82M -$541K -9,376 -16%
SSB
96
Sandy Spring Bank
Maryland
$2.77M -$38.1K -660 -1%
GT
97
Greenleaf Trust
Michigan
$2.77M -$141K -2,437 -5%
CS
98
Comerica Securities
Michigan
$2.76M -$823K -14,254 -23%
FIA
99
Foundations Investment Advisors
Arizona
$2.75M +$74.1K +1,284 +3%
OFG
100
OmniStar Financial Group
North Carolina
$2.74M -$43.7K -757 -2%

IXN Hedge Fund Activity: Q1 2022 in Review

447 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q1 2022, worth a combined $3.38B — down 18% from $4.1B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of IXN and 47 opened new positions — a net loss of 4 holders — while 220 trimmed existing stakes and 101 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $108M. The largest seller was Envestnet Asset Management, cutting an estimated $163M.

  • 447 institutional investors held iShares Global Tech ETF (IXN) as of Q1 2022, down from 457 in Q4 2021.
  • Funds reported $3.38B of iShares Global Tech ETF stock for Q1 2022, down 18% quarter-over-quarter.
  • 47 funds opened new iShares Global Tech ETF positions in Q1 2022 and 51 closed out, a net change of -4 holders.
  • The largest iShares Global Tech ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $108M added.
  • The largest iShares Global Tech ETF seller in Q1 2022 was Envestnet Asset Management, an estimated $163M sold.

Based on aggregated 13F filings for Q1 2022.