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iShares Global Tech ETF
IXN

428 hedge funds and large institutions have $2.24B invested in iShares Global Tech ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 109 increasing their positions, 162 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

466% more call options, than puts

Call options by funds: $464K | Put options by funds: $82K

48% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 23

8% more capital invested

Capital invested by funds: $2.09B → $2.24B (+$157M)

1% more funds holding

Funds holding: 424 → 428 (+4)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

1.67% less ownership

Funds ownership: 50.56% → 48.88% (-1.7%)

33% less repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 162

Holders
428
Holders Change
+4
Holders Change %
+0.94%
% of All Funds
6.17%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
34
Increased
109
Reduced
162
Closed
23
Calls
$464K
Puts
$82K
Net Calls
+$382K
Net Calls Change
-$648K

Top Buyers

Rank Fund Capital Flow
1
PF
Phoenix Financial
Israel
+$47.6M
2
Amundi
Amundi
France
+$21M
3
Bank of America
Bank of America
North Carolina
+$15M
4
EWG
Executive Wealth Group
Washington
+$13.6M
5
Jane Street
Jane Street
New York
+$9.83M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$84.3M
2
CS
Credit Suisse
Switzerland
-$23.5M
3
Fisher Asset Management
Fisher Asset Management
Washington
-$16.5M
4
AssetMark Inc
AssetMark Inc
California
-$10.5M
5
SGWM
Sterling Group Wealth Management
California
-$7.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
FC
76
FCA Corp
Texas
$3.32M +$66.8K +930 +2%
WA
77
Waverly Advisors
Alabama
$3.31M -$29.2K -406 -0.9%
MAM
78
Marotta Asset Management
Virginia
$3.08M – – –
BWP
79
Bernardo Wealth Planning
Pennsylvania
$2.99M -$351K -4,882 -11%
SWP
80
Stratos Wealth Partners
Ohio
$2.9M -$508K -7,068 -15%
Janney Montgomery Scott
81
Janney Montgomery Scott
Pennsylvania
$2.85M -$197K -2,741 -7%
COCM
82
Charter Oak Capital Management
New Hampshire
$2.73M +$35.2K +490 +1%
DWM
83
Defined Wealth Management
Oregon
$2.71M -$5.46K -76 -0.2%
Creative Planning
84
Creative Planning
Kansas
$2.64M -$89.2K -1,242 -3%
PNAA
85
Pictet North America Advisors
Switzerland
$2.57M +$76K +1,058 +3%
Fidelity Investments
86
Fidelity Investments
Massachusetts
$2.51M +$341K +4,744 +16%
Citigroup
87
Citigroup
New York
$2.47M +$787K +10,962 +50%
AWM
88
AE Wealth Management
Kansas
$2.45M -$1.91M -26,536 -45%
WWM
89
Western Wealth Management
Colorado
$2.44M -$71.7K -999 -3%
PA
90
Pinnacle Associates
New York
$2.44M – – –
EL
91
EQ LLC
Washington
$2.43M -$2.08K -29 -0.1%
SSB
92
Sandy Spring Bank
Maryland
$2.42M -$98.4K -1,370 -4%
AT
93
Arlington Trust
Alabama
$2.33M – – –
PI
94
PineBridge Investments
New York
$2.26M -$1.33M -18,536 -38%
CWM
95
Certus Wealth Management
California
$2.26M +$162K +2,262 +8%
CAM
96
Cresset Asset Management
Illinois
$2.19M +$1.08M +14,979 +105%
PG
97
Patten Group
Tennessee
$2.12M +$72.5K +1,009 +4%
CL
98
Choreo LLC
Illinois
$2.11M +$287 +4 +0%
Truist Financial
99
Truist Financial
North Carolina
$2.08M +$1.15M +16,067 +137%
GIA
100
Gladstone Institutional Advisory
Florida
$2.04M -$395K -5,499 -17%
2 3
4
5 6

IXN Hedge Fund Activity: Q1 2024 in Review

428 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q1 2024, worth a combined $2.24B — up 7.5% from $2.09B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new IXN positions and 23 closed out — a net gain of 11 holders — while 109 added to existing stakes and 162 trimmed.

The largest buyer was Phoenix Financial, opening a new position worth an estimated $47.6M. The largest seller was Morgan Stanley, cutting an estimated $84.3M.

  • 428 institutional investors held iShares Global Tech ETF (IXN) as of Q1 2024, up from 424 in Q4 2023.
  • Funds reported $2.24B of iShares Global Tech ETF stock for Q1 2024, up 7.5% quarter-over-quarter.
  • 34 funds opened new iShares Global Tech ETF positions in Q1 2024 and 23 closed out, a net change of +11 holders.
  • The largest iShares Global Tech ETF buyer in Q1 2024 was Phoenix Financial, an estimated $47.6M added.
  • The largest iShares Global Tech ETF seller in Q1 2024 was Morgan Stanley, an estimated $84.3M sold.

Based on aggregated 13F filings for Q1 2024.