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iShares Global Tech ETF
IXN

430 hedge funds and large institutions have $2.41B invested in iShares Global Tech ETF in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 120 increasing their positions, 135 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 38

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

7% more capital invested

Capital invested by funds: $2.24B → $2.41B (+$164M)

0% more funds holding

Funds holding: 428 → 430 (+2)

2.05% less ownership

Funds ownership: 48.88% → 46.83% (-2%)

11% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 135

Holders
430
Holders Change
+2
Holders Change %
+0.47%
% of All Funds
6.21%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
48
Increased
120
Reduced
135
Closed
38
Calls
$290K
Puts
–
Net Calls
+$290K
Net Calls Change
-$92K

Top Buyers

1
PCH
PGIM Custom Harvest
New Jersey
+$59M
2
PS
Portfolio Strategies
New York
+$26.8M
3
TI
Tidal Investments
Wisconsin
+$9.51M
4
VIA
Vickerman Investment Advisors
Washington
+$8.78M
5
SGWM
Sterling Group Wealth Management
California
+$7.83M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$79.8M
2
AssetMark Inc
AssetMark Inc
California
-$42.1M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$12.6M
4
Pictet Asset Management
Pictet Asset Management
Switzerland
-$9.58M
5
GF
Gimbal Financial
Indiana
-$9.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
76
Waverly Advisors
Alabama
$3.63M -$26.6K -349 -0.8%
HSBC Holdings
77
HSBC Holdings
United Kingdom
$3.58M +$1.36M +17,792 +70%
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$3.53M -$3.66M -48,101 -53%
PAG
79
Private Advisor Group
New Jersey
$3.29M -$451K -5,918 -13%
MAM
80
Marotta Asset Management
Virginia
$3.28M -$147K -1,935 -5%
COCM
81
Charter Oak Capital Management
New Hampshire
$3.18M +$145K +1,897 +5%
BWP
82
Bernardo Wealth Planning
Pennsylvania
$3.1M -$195K -2,563 -6%
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$3.1M -$50.3K -660 -2%
DWM
84
Defined Wealth Management
Oregon
$2.99M -$4.19K -55 -0.2%
SWP
85
Stratos Wealth Partners
Ohio
$2.98M -$211K -2,765 -7%
Fidelity Investments
86
Fidelity Investments
Massachusetts
$2.83M +$14.7K +193 +0.6%
NFSG
87
Newbridge Financial Services Group
Florida
$2.78M +$1.11M +14,584 +77%
Truist Financial
88
Truist Financial
North Carolina
$2.71M +$378K +4,963 +18%
PA
89
Pinnacle Associates
New York
$2.7M – – –
EL
90
EQ LLC
Washington
$2.66M -$26.5K -348 -1%
WWM
91
Western Wealth Management
Colorado
$2.61M -$79.6K -1,045 -3%
Creative Planning
92
Creative Planning
Kansas
$2.61M -$292K -3,827 -11%
SSB
93
Sandy Spring Bank
Maryland
$2.6M -$66.8K -877 -3%
AT
94
Arlington Trust
Alabama
$2.58M – – –
CWM
95
Certus Wealth Management
California
$2.54M -$23.8K -313 -1%
AWM
96
AE Wealth Management
Kansas
$2.51M -$187K -2,453 -7%
OIA
97
OneDigital Investment Advisors
Kansas
$2.51M +$1.6M +20,986 +226%
CL
98
Choreo LLC
Illinois
$2.48M +$113K +1,489 +5%
SAM
99
Synergy Asset Management
Washington
$2.48M +$2.28M +29,925 New
GIA
100
Gladstone Institutional Advisory
Florida
$2.4M +$125K +1,639 +6%
2 3
4
5 6

IXN Hedge Fund Activity: Q2 2024 in Review

430 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q2 2024, worth a combined $2.41B — up 7.3% from $2.24B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new IXN positions and 38 closed out — a net gain of 10 holders — while 120 added to existing stakes and 135 trimmed.

The largest buyer was PGIM Custom Harvest, adding an estimated $59M. The largest seller was Fisher Asset Management, cutting an estimated $79.8M.

  • 430 institutional investors held iShares Global Tech ETF (IXN) as of Q2 2024, up from 428 in Q1 2024.
  • Funds reported $2.41B of iShares Global Tech ETF stock for Q2 2024, up 7.3% quarter-over-quarter.
  • 48 funds opened new iShares Global Tech ETF positions in Q2 2024 and 38 closed out, a net change of +10 holders.
  • The largest iShares Global Tech ETF buyer in Q2 2024 was PGIM Custom Harvest, an estimated $59M added.
  • The largest iShares Global Tech ETF seller in Q2 2024 was Fisher Asset Management, an estimated $79.8M sold.

Based on aggregated 13F filings for Q2 2024.