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iShares Global Tech ETF

442 hedge funds and large institutions have $2.55B invested in iShares Global Tech ETF in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 105 increasing their positions, 146 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

840% more call options, than puts

Call options by funds: $470K | Put options by funds: $50K

63% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 24

6% more capital invested

Capital invested by funds: $2.41B → $2.55B (+$148M)

3% more funds holding

Funds holding: 430442 (+12)

2.72% more ownership

Funds ownership: 46.83%49.56% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

28% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 146

Holders
442
Holders Change
+12
Holders Change %
+2.79%
% of All Funds
6.35%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
39
Increased
105
Reduced
146
Closed
24
Calls
$470K
Puts
$50K
Net Calls
+$420K
Net Calls Change
+$130K
Name Holding Trade Value Shares
Change
Change in
Stake
WA
76
Waverly Advisors
Alabama
$3.62M
Creative Planning
77
Creative Planning
Kansas
$3.56M +$938K +11,614 +37%
COCM
78
Charter Oak Capital Management
New Hampshire
$3.35M +$170K +2,110 +5%
MAM
79
Marotta Asset Management
Virginia
$3.16M -$81.4K -1,008 -3%
SWP
80
Stratos Wealth Partners
Ohio
$3.11M +$134K +1,663 +5%
Janney Montgomery Scott
81
Janney Montgomery Scott
Pennsylvania
$3.03M -$57.2K -708 -2%
DWM
82
Defined Wealth Management
Oregon
$2.98M -$8.32K -103 -0.3%
PPWM
83
Perissos Private Wealth Management
Oklahoma
$2.98M +$2.91M +36,053 New
BWP
84
Bernardo Wealth Planning
Pennsylvania
$2.94M -$175K -2,172 -6%
EL
85
EQ LLC
Washington
$2.89M +$232K +2,868 +9%
AWA
86
Arete Wealth Advisors
Illinois
$2.87M -$763K -9,447 -21%
Truist Financial
87
Truist Financial
North Carolina
$2.82M +$116K +1,433 +4%
FTUS
88
Flow Traders U.S.
New York
$2.8M +$2.74M +33,969 New
PG
89
Patten Group
Tennessee
$2.76M +$393K +4,859 +17%
Fidelity Investments
90
Fidelity Investments
Massachusetts
$2.74M -$41.6K -515 -2%
Comerica Bank
91
Comerica Bank
Texas
$2.65M +$2.38M +29,458 +1,089%
AT
92
Arlington Trust
Alabama
$2.57M
WWM
93
Western Wealth Management
Colorado
$2.53M -$72.7K -900 -3%
CL
94
Choreo LLC
Illinois
$2.51M +$112K +1,385 +5%
SSB
95
Sandy Spring Bank
Maryland
$2.49M -$103K -1,275 -4%
AWM
96
AE Wealth Management
Kansas
$2.49M -$16.5K -204 -0.7%
SHJ
97
Sharkey, Howes & Javer
Colorado
$2.48M +$383K +4,746 +19%
OIA
98
OneDigital Investment Advisors
Kansas
$2.42M -$75K -929 -3%
MCC
99
Money Concepts Capital
Florida
$2.24M -$25.9K -320 -1%
PA
100
Pinnacle Associates
New York
$2.22M

IXN Hedge Fund Activity: Q3 2024 in Review

442 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q3 2024, worth a combined $2.55B — up 6.1% from $2.41B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new IXN positions and 24 closed out — a net gain of 15 holders — while 105 added to existing stakes and 146 trimmed.

The largest buyer was Phoenix Financial, adding an estimated $96.9M. The largest seller was Bank of America, cutting an estimated $15.7M.

  • 442 institutional investors held iShares Global Tech ETF (IXN) as of Q3 2024, up from 430 in Q2 2024.
  • Funds reported $2.55B of iShares Global Tech ETF stock for Q3 2024, up 6.1% quarter-over-quarter.
  • 39 funds opened new iShares Global Tech ETF positions in Q3 2024 and 24 closed out, a net change of +15 holders.
  • The largest iShares Global Tech ETF buyer in Q3 2024 was Phoenix Financial, an estimated $96.9M added.
  • The largest iShares Global Tech ETF seller in Q3 2024 was Bank of America, an estimated $15.7M sold.

Based on aggregated 13F filings for Q3 2024.