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iShares Global Tech ETF
IXN

204 hedge funds and large institutions have $1.32B invested in iShares Global Tech ETF in 2018 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 67 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 13

103% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 33

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

90% more capital invested

Capital invested by funds: $697M → $1.32B (+$625M)

82.09% more ownership

Funds ownership: 230.03% → 312.12% (+82%)

23% more funds holding

Funds holding: 166 → 204 (+38)

Holders
204
Holders Change
+38
Holders Change %
+22.89%
% of All Funds
4.66%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
52
Increased
67
Reduced
33
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$249M
2
BlackRock
BlackRock
New York
+$71.5M
3
LPL Financial
LPL Financial
California
+$54.3M
4
AG
Advisor Group
Arizona
+$29.8M
5
Morgan Stanley
Morgan Stanley
New York
+$24.8M

Top Sellers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
-$124M
2
NR
Newfound Research
Massachusetts
-$3.76M
3
ACP
Aveo Capital Partners
Colorado
-$2.19M
4
PWM
Perigon Wealth Management
California
-$1M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$856K
Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
101
IHT Wealth Management
Illinois
$654K +$641K +22,416 New
VDFA
102
Vickerman & Driscoll Financial Advisors
Washington
$638K -$185K -6,474 -23%
Nomura Asset Management
103
Nomura Asset Management
Japan
$630K – – –
MLIC
104
Mandatum Life Insurance Company
Finland
$613K – – –
UIA
105
UBP Investment Advisors
Switzerland
$568K +$7.38K +258 +1%
SWP
106
Stratos Wealth Partners
Ohio
$556K +$213K +7,458 +64%
Creative Planning
107
Creative Planning
Kansas
$552K +$27.3K +954 +5%
CFA
108
Carroll Financial Associates
North Carolina
$534K -$2.06K -72 -0.4%
DWM
109
Dakota Wealth Management
Florida
$522K – – –
FANJ
110
Financial Architects (New Jersey)
New Jersey
$511K – – –
Manulife (Manufacturers Life Insurance)
111
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$501K +$300K +10,506 +158%
NCMW
112
Northern Capital Management (Wisconsin)
Wisconsin
$486K -$34.3K -1,200 -7%
CFGS
113
Concourse Financial Group Securities
Alabama
$486K +$476K +16,650 New
BCI
114
Brinker Capital Investments
Pennsylvania
$484K +$474K +16,590 New
TCM
115
Traynor Capital Management
Pennsylvania
$465K -$10.3K -360 -2%
GWM
116
Geneos Wealth Management
Colorado
$451K – – –
MWM
117
Meridian Wealth Management
Kentucky
$442K +$96.9K +3,390 +29%
PWAP
118
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$440K – – –
JIP
119
Jaffetilchin Investment Partners
Florida
$430K +$421K +14,718 New
Schroder Investment Management Group
120
Schroder Investment Management Group
United Kingdom
$398K +$22.3K +780 +6%
IA
121
IFP Advisors
Florida
$395K +$126K +4,398 +48%
VFA
122
Voya Financial Advisors
Connecticut
$394K +$32.8K +1,146 +9%
US Bancorp
123
US Bancorp
Minnesota
$386K – – –
AIM
124
Advantage Investment Management
Iowa
$379K – – –
BIM
125
Baldwin Investment Management
Pennsylvania
$377K – – –
3 4
5
6 7

IXN Hedge Fund Activity: Q3 2018 in Review

204 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q3 2018, worth a combined $1.32B — up 90% from $697M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new IXN positions and 13 closed out — a net gain of 39 holders — while 67 added to existing stakes and 33 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $249M. The largest seller was AssetMark Inc, cutting an estimated $124M.

  • 204 institutional investors held iShares Global Tech ETF (IXN) as of Q3 2018, up from 166 in Q2 2018.
  • Funds reported $1.32B of iShares Global Tech ETF stock for Q3 2018, up 90% quarter-over-quarter.
  • 52 funds opened new iShares Global Tech ETF positions in Q3 2018 and 13 closed out, a net change of +39 holders.
  • The largest iShares Global Tech ETF buyer in Q3 2018 was Envestnet Asset Management, an estimated $249M added.
  • The largest iShares Global Tech ETF seller in Q3 2018 was AssetMark Inc, an estimated $124M sold.

Based on aggregated 13F filings for Q3 2018.