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iShares Global Tech ETF

234 hedge funds and large institutions have $1.91B invested in iShares Global Tech ETF in 2019 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 97 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 13

94% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 50

47% more capital invested

Capital invested by funds: $1.3B → $1.91B (+$608M)

43.37% more ownership

Funds ownership: 358.71%402.07% (+43%)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

13% more funds holding

Funds holding: 207234 (+27)

Holders
234
Holders Change
+27
Holders Change %
+13.04%
% of All Funds
5.06%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.17%
New
42
Increased
97
Reduced
50
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
101
Pinnacle Associates
New York
$773K +$27.8K +1,050 +4%
SFS
102
Sowell Financial Services
Arkansas
$758K +$16.1K +606 +2%
RJT
103
Raymond James Trust
Florida
$755K -$10.8K -408 -2%
AFNAS
104
American Financial Network Advisory Services
California
$754K -$131K -4,962 -16%
QCMC
105
Quantum Capital Management (California)
California
$746K +$3.5K +132 +0.5%
CAL
106
Capital Advisors Ltd
Ohio
$734K -$217K -8,184 -24%
LWM
107
Liberty Wealth Management
California
$691K +$131K +4,962 +26%
IWM
108
IHT Wealth Management
Illinois
$673K -$37.8K -1,428 -6%
BRWA
109
B. Riley Wealth Advisors
Florida
$672K +$239K +9,006 +62%
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$660K -$65.9K -2,490 -10%
LHC
111
Little House Capital
Massachusetts
$651K +$6.36K +240 +1%
FRA
112
Front Row Advisors
California
$638K -$27.6K -1,044 -4%
BHWM
113
Bay Harbor Wealth Management
Maryland
$636K +$245K +9,264 +71%
PG
114
Patten Group
Tennessee
$635K -$19.9K -750 -3%
SWP
115
Stratos Wealth Partners
Ohio
$610K +$111K +4,182 +24%
JHP
116
James Hambro & Partners
United Kingdom
$608K
MLIC
117
Mandatum Life Insurance Company
Finland
$599K
PA
118
PFG Advisors
Arizona
$595K +$116K +4,386 +29%
CWS
119
Cypress Wealth Services
California
$573K +$532K +20,100 New
CBFP
120
Cedar Brook Financial Partners
Ohio
$565K +$110K +4,158 +27%
PIMG
121
Patriot Investment Management Group
Tennessee
$560K +$521K +19,662 New
CFA
122
Carroll Financial Associates
North Carolina
$552K +$18.3K +690 +4%
MAFM
123
Mid Atlantic Financial Management
Pennsylvania
$535K +$216K +8,142 +77%
VC
124
Vicus Capital
Pennsylvania
$527K +$490K +18,498 New
FANJ
125
Financial Architects (New Jersey)
New Jersey
$522K +$24.2K +912 +5%

IXN Hedge Fund Activity: Q1 2019 in Review

234 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q1 2019, worth a combined $1.91B — up 47% from $1.3B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new IXN positions and 13 closed out — a net gain of 29 holders — while 97 added to existing stakes and 50 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $71.1M. The largest seller was Raymond James & Associates, cutting an estimated $6.69M.

  • 234 institutional investors held iShares Global Tech ETF (IXN) as of Q1 2019, up from 207 in Q4 2018.
  • Funds reported $1.91B of iShares Global Tech ETF stock for Q1 2019, up 47% quarter-over-quarter.
  • 42 funds opened new iShares Global Tech ETF positions in Q1 2019 and 13 closed out, a net change of +29 holders.
  • The largest iShares Global Tech ETF buyer in Q1 2019 was Envestnet Asset Management, an estimated $71.1M added.
  • The largest iShares Global Tech ETF seller in Q1 2019 was Raymond James & Associates, an estimated $6.69M sold.

Based on aggregated 13F filings for Q1 2019.