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iShares Global Tech ETF

374 hedge funds and large institutions have $1.52B invested in iShares Global Tech ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 65 increasing their positions, 183 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.42% less ownership

Funds ownership: 56.76%55.34% (-1.4%)

5% less funds holding

Funds holding: 395374 (-21)

16% less capital invested

Capital invested by funds: $1.81B → $1.52B (-$292M)

31% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 49

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

64% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 183

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.8M

Holders
374
Holders Change
-21
Holders Change %
-5.32%
% of All Funds
6.44%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
34
Increased
65
Reduced
183
Closed
49
Calls
Puts
$1.8M
Net Calls
-$1.8M
Net Calls Change
+$579K
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$1.91M -$652K -13,411 -23%
HighTower Advisors
77
HighTower Advisors
Illinois
$1.9M -$481K -9,883 -18%
SSB
78
Sandy Spring Bank
Maryland
$1.9M -$58.1K -1,195 -3%
SAM
79
SP Asset Management
California
$1.87M
EL
80
EQ LLC
Washington
$1.87M -$4.72K -97 -0.2%
CSWG
81
Cardinal Strategic Wealth Guidance
Kentucky
$1.83M -$508K -10,453 -19%
MIAN
82
Mariner Independent Advisor Network
Kansas
$1.82M +$22.6K +465 +1%
WA
83
Waverly Advisors
Alabama
$1.8M -$180K -3,705 -8%
SHJ
84
Sharkey, Howes & Javer
Colorado
$1.79M -$189K -3,878 -8%
MBT
85
Montecito Bank & Trust
California
$1.7M -$36.9K -759 -2%
GIA
86
Gladstone Institutional Advisory
Florida
$1.69M +$183K +3,768 +10%
4WM
87
4J Wealth Management
Virginia
$1.63M +$29.2K +600 +2%
Creative Planning
88
Creative Planning
Kansas
$1.62M -$36.6K -753 -2%
SWP
89
Stratos Wealth Partners
Ohio
$1.61M +$165K +3,392 +10%
DWM
90
Defined Wealth Management
Oregon
$1.56M +$10.7K +219 +0.6%
DE
91
Day & Ennis
Georgia
$1.54M -$64.3K -1,321 -3%
COCM
92
Charter Oak Capital Management
New Hampshire
$1.51M -$1.88M -38,618 -52%
Truist Financial
93
Truist Financial
North Carolina
$1.48M +$386K +7,941 +29%
BRWA
94
B. Riley Wealth Advisors
Florida
$1.48M -$257K -5,280 -13%
SCA
95
Snowden Capital Advisors
New York
$1.47M -$325K -6,687 -16%
BTI
96
Blue Trust Inc
Georgia
$1.44M -$5.86M -120,412 -79%
KFGK
97
Keystone Financial Group (Kentucky)
Kentucky
$1.42M -$311K -6,395 -16%
PG
98
Patten Group
Tennessee
$1.39M -$70.5K -1,450 -4%
FCH
99
Freestone Capital Holdings
Washington
$1.38M -$175K -3,589 -10%
PA
100
Pinnacle Associates
New York
$1.37M

IXN Hedge Fund Activity: Q3 2022 in Review

374 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q3 2022, worth a combined $1.52B — down 16% from $1.81B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of IXN and 34 opened new positions — a net loss of 15 holders — while 183 trimmed existing stakes and 65 added.

The largest buyer was Pictet Asset Management (Switzerland), adding an estimated $25M. The largest seller was Envestnet Asset Management, cutting an estimated $57.5M.

  • 374 institutional investors held iShares Global Tech ETF (IXN) as of Q3 2022, down from 395 in Q2 2022.
  • Funds reported $1.52B of iShares Global Tech ETF stock for Q3 2022, down 16% quarter-over-quarter.
  • 34 funds opened new iShares Global Tech ETF positions in Q3 2022 and 49 closed out, a net change of -15 holders.
  • The largest iShares Global Tech ETF buyer in Q3 2022 was Pictet Asset Management (Switzerland), an estimated $25M added.
  • The largest iShares Global Tech ETF seller in Q3 2022 was Envestnet Asset Management, an estimated $57.5M sold.

Based on aggregated 13F filings for Q3 2022.