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iShares Global Tech ETF

364 hedge funds and large institutions have $2.82B invested in iShares Global Tech ETF in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 65 increasing their positions, 177 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

376% more call options, than puts

Call options by funds: $233K | Put options by funds: $49K

86% more capital invested

Capital invested by funds: $1.52B → $2.82B (+$1.3B)

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

0.94% more ownership

Funds ownership: 55.34%56.27% (+0.94%)

5% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 56

3% less funds holding

Funds holding: 374364 (-10)

63% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 177

Holders
364
Holders Change
-10
Holders Change %
-2.67%
% of All Funds
5.85%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
53
Increased
65
Reduced
177
Closed
56
Calls
$233K
Puts
$49K
Net Calls
+$184K
Net Calls Change
+$1.98M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$1.79M -$245K -5,362 -12%
SWP
77
Stratos Wealth Partners
Ohio
$1.78M +$65.5K +1,437 +4%
PCA
78
Prosperity Capital Advisors
Ohio
$1.76M +$1.79M +39,226 New
4WM
79
4J Wealth Management
Virginia
$1.72M -$14K -307 -0.8%
Creative Planning
80
Creative Planning
Kansas
$1.71M -$9.71K -213 -0.6%
WWM
81
Western Wealth Management
Colorado
$1.71M -$1.92M -42,024 -52%
MGWM
82
Marks Group Wealth Management
Minnesota
$1.67M +$271K +5,942 +19%
AWM
83
AE Wealth Management
Kansas
$1.66M -$978K -21,436 -37%
GIA
84
Gladstone Institutional Advisory
Florida
$1.64M -$158K -3,461 -9%
EL
85
EQ LLC
Washington
$1.58M -$409K -8,979 -20%
COCM
86
Charter Oak Capital Management
New Hampshire
$1.57M -$41K -900 -3%
MBT
87
Montecito Bank & Trust
California
$1.52M -$290K -6,349 -16%
SHJ
88
Sharkey, Howes & Javer
Colorado
$1.48M -$432K -9,467 -22%
BRWA
89
B. Riley Wealth Advisors
Florida
$1.47M -$101K -2,209 -6%
DE
90
Day & Ennis
Georgia
$1.47M -$169K -3,696 -10%
Fidelity Investments
91
Fidelity Investments
Massachusetts
$1.46M +$164K +3,589 +12%
PA
92
Pinnacle Associates
New York
$1.46M
DWM
93
Defined Wealth Management
Oregon
$1.44M -$217K -4,762 -13%
D
94
Dentgroup
Louisiana
$1.44M -$5.52K -121 -0.4%
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$1.43M -$8.12M -178,052 -85%
KFGK
96
Keystone Financial Group (Kentucky)
Kentucky
$1.42M -$91.9K -2,016 -6%
RSWM
97
Robertson Stephens Wealth Management
California
$1.37M -$36.1K -792 -3%
FCH
98
Freestone Capital Holdings
Washington
$1.34M -$131K -2,871 -9%
NAM
99
NTV Asset Management
West Virginia
$1.33M
SSWM
100
Sheets Smith Wealth Management
North Carolina
$1.33M -$124K -2,716 -8%

IXN Hedge Fund Activity: Q4 2022 in Review

364 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q4 2022, worth a combined $2.82B — up 86% from $1.52B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of IXN and 53 opened new positions — a net loss of 3 holders — while 177 trimmed existing stakes and 65 added.

The largest buyer was Jane Street, adding an estimated $48.7M. The largest seller was Envestnet Asset Management, cutting an estimated $42M.

  • 364 institutional investors held iShares Global Tech ETF (IXN) as of Q4 2022, down from 374 in Q3 2022.
  • Funds reported $2.82B of iShares Global Tech ETF stock for Q4 2022, up 86% quarter-over-quarter.
  • 53 funds opened new iShares Global Tech ETF positions in Q4 2022 and 56 closed out, a net change of -3 holders.
  • The largest iShares Global Tech ETF buyer in Q4 2022 was Jane Street, an estimated $48.7M added.
  • The largest iShares Global Tech ETF seller in Q4 2022 was Envestnet Asset Management, an estimated $42M sold.

Based on aggregated 13F filings for Q4 2022.