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iShares Global Tech ETF

166 hedge funds and large institutions have $517M invested in iShares Global Tech ETF in 2018 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

50% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 38

17% more capital invested

Capital invested by funds: $443M → $517M (+$74.6M)

11.07% more ownership

Funds ownership: 190.04%201.1% (+11%)

8% more funds holding

Funds holding: 153166 (+13)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
166
Holders Change
+13
Holders Change %
+8.5%
% of All Funds
3.8%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
22
Increased
57
Reduced
38
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
101
United Capital Financial Advisors
Texas
$304K +$310K +11,520 New
MWM
102
Meridian Wealth Management
Kentucky
$300K +$20.2K +750 +7%
CGL
103
Clarius Group LLC
Washington
$269K
Bessemer Group
104
Bessemer Group
New Jersey
$269K +$275K +10,212 New
SFG
105
Summit Financial Group
West Virginia
$267K
CAN
106
Cetera Advisor Networks
California
$260K +$13.7K +510 +5%
HFS
107
HL Financial Services
Kentucky
$260K +$266K +9,858 New
NFC
108
Northeast Financial Consultants
Connecticut
$253K
JMPWA
109
JP Morgan Private Wealth Advisors
California
$241K -$21.3K -792 -8%
WT
110
Whittier Trust
California
$222K
F
111
F3Logic
Minnesota
$219K +$223K +8,256 New
William Blair & Company
112
William Blair & Company
Illinois
$203K +$207K +7,680 New
WA
113
WealthTrust Axiom
Pennsylvania
$203K +$208K +7,710 New
MAS
114
Madden Advisory Services
Florida
$203K +$208K +7,728 New
APP
115
Avantax Planning Partners
Iowa
$190K +$194K +7,194 New
US Bancorp
116
US Bancorp
Minnesota
$173K
CF
117
Centaurus Financial
California
$146K +$149K +5,520 New
CCM
118
Cribstone Capital Management
Maine
$143K
RCAG
119
Rehmann Capital Advisory Group
Michigan
$137K +$140K +5,190 New
PWM
120
Perigon Wealth Management
California
$133K -$6.79K -252 -5%
GEA
121
Glen Eagle Advisors
New Jersey
$125K
IA
122
IFP Advisors
Florida
$114K
LJHT
123
Laurie J. Hall Trustee
$105K
MOS
124
MGO One Seven
Ohio
$103K
Manulife (Manufacturers Life Insurance)
125
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$99K +$43.7K +1,620 +76%

IXN Hedge Fund Activity: Q1 2018 in Review

166 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q1 2018, worth a combined $517M — up 17% from $443M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IXN positions and 9 closed out — a net gain of 13 holders — while 57 added to existing stakes and 38 trimmed.

The largest buyer was Bank of America, adding an estimated $10.3M. The largest seller was UBS Group, cutting an estimated $2.29M.

  • 166 institutional investors held iShares Global Tech ETF (IXN) as of Q1 2018, up from 153 in Q4 2017.
  • Funds reported $517M of iShares Global Tech ETF stock for Q1 2018, up 17% quarter-over-quarter.
  • 22 funds opened new iShares Global Tech ETF positions in Q1 2018 and 9 closed out, a net change of +13 holders.
  • The largest iShares Global Tech ETF buyer in Q1 2018 was Bank of America, an estimated $10.3M added.
  • The largest iShares Global Tech ETF seller in Q1 2018 was UBS Group, an estimated $2.29M sold.

Based on aggregated 13F filings for Q1 2018.