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iShares Global Tech ETF

459 hedge funds and large institutions have $2.59B invested in iShares Global Tech ETF in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 137 increasing their positions, 152 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 22

4% more funds holding

Funds holding: 442459 (+17)

1% more capital invested

Capital invested by funds: $2.55B → $2.59B (+$38M)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

0.19% less ownership

Funds ownership: 49.56%49.37% (-0.19%)

10% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 152

71% less call options, than puts

Call options by funds: $441K | Put options by funds: $1.53M

Holders
459
Holders Change
+17
Holders Change %
+3.85%
% of All Funds
6.05%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
50
Increased
137
Reduced
152
Closed
22
Calls
$441K
Puts
$1.53M
Net Calls
-$1.08M
Net Calls Change
-$1.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
76
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.56M -$257K -3,055 -7%
AWA
77
Arete Wealth Advisors
Illinois
$3.49M +$538K +6,406 +18%
COCM
78
Charter Oak Capital Management
New Hampshire
$3.47M +$36.9K +439 +1%
MAM
79
Marotta Asset Management
Virginia
$3.23M
Fidelity Investments
80
Fidelity Investments
Massachusetts
$3.2M +$367K +4,370 +13%
Creative Planning
81
Creative Planning
Kansas
$3.12M -$533K -6,349 -15%
SWP
82
Stratos Wealth Partners
Ohio
$3.07M -$118K -1,408 -4%
PPWM
83
Perissos Private Wealth Management
Oklahoma
$3.06M +$9.32K +111 +0.3%
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$3.06M -$44.9K -535 -1%
DWM
85
Defined Wealth Management
Oregon
$3.05M -$9.66K -115 -0.3%
Truist Financial
86
Truist Financial
North Carolina
$3.03M +$131K +1,556 +5%
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$3M +$812K +9,671 +38%
EL
88
EQ LLC
Washington
$2.91M -$62K -738 -2%
BWP
89
Bernardo Wealth Planning
Pennsylvania
$2.89M -$65.4K -778 -2%
PG
90
Patten Group
Tennessee
$2.88M +$53.4K +636 +2%
Comerica Bank
91
Comerica Bank
Texas
$2.74M +$9.91K +118 +0.4%
AWM
92
AE Wealth Management
Kansas
$2.73M +$175K +2,079 +7%
PA
93
Pinnacle Associates
New York
$2.73M -$31.9K -380 -1%
CL
94
Choreo LLC
Illinois
$2.64M +$504 +6 +0%
WWM
95
Western Wealth Management
Colorado
$2.59M -$1.18K -14 -0%
MCC
96
Money Concepts Capital
Florida
$2.57M +$266K +3,167 +12%
SSB
97
Sandy Spring Bank
Maryland
$2.47M -$82.4K -981 -3%
USCWA
98
U.S. Capital Wealth Advisors
Texas
$2.46M +$290K +3,449 +13%
IWA
99
Icon Wealth Advisors
Texas
$2.34M +$213K +2,534 +10%
SHJ
100
Sharkey, Howes & Javer
Colorado
$2.32M -$220K -2,620 -9%

IXN Hedge Fund Activity: Q4 2024 in Review

459 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q4 2024, worth a combined $2.59B — up 1.5% from $2.55B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IXN positions and 22 closed out — a net gain of 28 holders — while 137 added to existing stakes and 152 trimmed.

The largest buyer was Flow Traders U.S., adding an estimated $21.3M. The largest seller was International Assets Investment Management, cutting an estimated $29.9M.

  • 459 institutional investors held iShares Global Tech ETF (IXN) as of Q4 2024, up from 442 in Q3 2024.
  • Funds reported $2.59B of iShares Global Tech ETF stock for Q4 2024, up 1.5% quarter-over-quarter.
  • 50 funds opened new iShares Global Tech ETF positions in Q4 2024 and 22 closed out, a net change of +28 holders.
  • The largest iShares Global Tech ETF buyer in Q4 2024 was Flow Traders U.S., an estimated $21.3M added.
  • The largest iShares Global Tech ETF seller in Q4 2024 was International Assets Investment Management, an estimated $29.9M sold.

Based on aggregated 13F filings for Q4 2024.