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iShares Global Tech ETF
IXN

207 hedge funds and large institutions have $1.3B invested in iShares Global Tech ETF in 2018 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 79 increasing their positions, 52 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 4 → 7 (+3)

52% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 52

46.59% more ownership

Funds ownership: 312.12% → 358.71% (+47%)

11% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 36

1% more funds holding

Funds holding: 204 → 207 (+3)

2% less capital invested

Capital invested by funds: $1.32B → $1.3B (-$21.6M)

Holders
207
Holders Change
+3
Holders Change %
+1.47%
% of All Funds
4.61%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.16%
New
40
Increased
79
Reduced
52
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$134M
2
BlackRock
BlackRock
New York
+$44.5M
3
LPL Financial
LPL Financial
California
+$19.8M
4
AG
Advisor Group
Arizona
+$13.1M
5
MML Investors Services
MML Investors Services
Massachusetts
+$7.44M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$26.2M
2
B
Barings
North Carolina
-$9.04M
3
AI
Atria Investments
North Carolina
-$8.97M
4
CIM
Cambria Investment Management
California
-$8.52M
5
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
-$8.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
101
Sigma Planning Corp
Michigan
$635K +$17.9K +684 +3%
PA
102
Pinnacle Associates
New York
$626K -$38.3K -1,464 -5%
QCMC
103
Quantum Capital Management (California)
California
$625K -$115K -4,392 -14%
SFS
104
Sowell Financial Services
Arkansas
$624K +$680K +25,998 New
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$617K +$13.5K +516 +2%
IWM
106
IHT Wealth Management
Illinois
$601K +$68.1K +2,604 +12%
FRA
107
Front Row Advisors
California
$562K – – –
PG
108
Patten Group
Tennessee
$552K -$63.5K -2,430 -10%
Creative Planning
109
Creative Planning
Kansas
$543K +$97.1K +3,714 +20%
LHC
110
Little House Capital
Massachusetts
$543K +$591K +22,602 New
DWM
111
Dakota Wealth Management
Florida
$522K – – –
JHP
112
James Hambro & Partners
United Kingdom
$513K +$558K +21,330 New
MLIC
113
Mandatum Life Insurance Company
Finland
$504K – – –
SFI
114
SPC Financial Inc
Maryland
$496K +$540K +20,670 New
VDFA
115
Vickerman & Driscoll Financial Advisors
Washington
$489K -$39.2K -1,500 -7%
TSS
116
Two Sigma Securities
New York
$473K +$516K +19,722 New
LWM
117
Liberty Wealth Management
California
$463K +$504K +19,290 New
CFA
118
Carroll Financial Associates
North Carolina
$448K +$10.2K +390 +2%
FANJ
119
Financial Architects (New Jersey)
New Jersey
$418K -$3.14K -120 -0.7%
SWP
120
Stratos Wealth Partners
Ohio
$414K -$47.4K -1,812 -10%
PA
121
PFG Advisors
Arizona
$409K +$146K +5,574 +57%
MWM
122
Meridian Wealth Management
Kentucky
$404K +$44.2K +1,692 +11%
NCMW
123
Northern Capital Management (Wisconsin)
Wisconsin
$400K – – –
PA
124
Parallel Advisors
California
$389K +$401K +15,330 +1,703%
TCM
125
Traynor Capital Management
Pennsylvania
$383K +$1.41K +54 +0.3%
3 4
5
6 7

IXN Hedge Fund Activity: Q4 2018 in Review

207 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q4 2018, worth a combined $1.3B — down 1.6% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IXN positions and 36 closed out — a net gain of 4 holders — while 79 added to existing stakes and 52 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $134M. The largest seller was JP Morgan Chase, cutting an estimated $26.2M.

  • 207 institutional investors held iShares Global Tech ETF (IXN) as of Q4 2018, up from 204 in Q3 2018.
  • Funds reported $1.3B of iShares Global Tech ETF stock for Q4 2018, down 1.6% quarter-over-quarter.
  • 40 funds opened new iShares Global Tech ETF positions in Q4 2018 and 36 closed out, a net change of +4 holders.
  • The largest iShares Global Tech ETF buyer in Q4 2018 was Envestnet Asset Management, an estimated $134M added.
  • The largest iShares Global Tech ETF seller in Q4 2018 was JP Morgan Chase, an estimated $26.2M sold.

Based on aggregated 13F filings for Q4 2018.