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iShares Global Tech ETF
IXN

370 hedge funds and large institutions have $3.46B invested in iShares Global Tech ETF in 2020 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 127 increasing their positions, 119 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 26

56% more funds holding in top 10

Funds holding in top 10: 9 → 14 (+5)

19% more capital invested

Capital invested by funds: $2.9B → $3.46B (+$554M)

17.05% more ownership

Funds ownership: 395.96% → 413.01% (+17%)

10% more funds holding

Funds holding: 335 → 370 (+35)

7% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 119

Holders
370
Holders Change
+35
Holders Change %
+10.45%
% of All Funds
6.55%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.25%
New
66
Increased
127
Reduced
119
Closed
26
Calls
$240K
Puts
–
Net Calls
+$240K
Net Calls Change
+$4.34M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$49.5M
2
JP Morgan Chase
JP Morgan Chase
New York
+$23.9M
3
DZ Bank
DZ Bank
Germany
+$23.4M
4
AssetMark Inc
AssetMark Inc
California
+$21.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$13.7M

Top Sellers

Rank Fund Capital Flow
1
Fisher Asset Management
Fisher Asset Management
Washington
-$36.8M
2
SW
SteelPeak Wealth
California
-$5.94M
3
5L
55I LLC
Massachusetts
-$5.37M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.36M
5
ACP
Aveo Capital Partners
Colorado
-$3.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
101
Biltmore Capital Advisors
New Jersey
$2.66M +$2.21M +47,754 +864%
SSWM
102
Sheets Smith Wealth Management
North Carolina
$2.65M -$950K -20,556 -28%
SCA
103
Snowden Capital Advisors
New York
$2.63M -$191K -4,134 -7%
SWG
104
Summit Wealth Group
Vermont
$2.59M +$2.4M +51,852 New
SPC
105
Sigma Planning Corp
Michigan
$2.52M +$158K +3,408 +7%
WWM
106
Western Wealth Management
Colorado
$2.5M -$231K -4,986 -9%
RSWM
107
Robertson Stephens Wealth Management
California
$2.5M +$253K +5,478 +12%
RF
108
Rollins Financial
Georgia
$2.49M +$2.3M +49,710 New
BBVA
109
Banco Bilbao Vizcaya Argentaria
Spain
$2.47M -$3.41M -73,680 -60%
SFS
110
Sowell Financial Services
Arkansas
$2.46M +$22.2K +480 +1%
AWA
111
Arete Wealth Advisors
Illinois
$2.45M -$131K -2,832 -5%
Citigroup
112
Citigroup
New York
$2.43M -$15.3K -330 -0.7%
LWM
113
Liberty Wealth Management
California
$2.42M -$519K -11,220 -19%
4WM
114
4J Wealth Management
Virginia
$2.42M +$2.24M +48,480 New
GT
115
Greenleaf Trust
Michigan
$2.41M – – –
CAM
116
Concorde Asset Management
Michigan
$2.39M -$210K -4,548 -9%
MBT
117
Montecito Bank & Trust
California
$2.38M -$208K -4,500 -9%
SAM
118
SP Asset Management
California
$2.35M +$2.77K +60 +0.1%
KFGK
119
Keystone Financial Group (Kentucky)
Kentucky
$2.34M +$8.6K +186 +0.4%
FI
120
FormulaFolio Investments
Michigan
$2.21M +$2.04M +44,100 New
BHWM
121
Bay Harbor Wealth Management
Maryland
$2.16M +$99.3K +2,148 +5%
RA
122
RFG Advisory
Alabama
$2.15M +$1.39K +30 +0.1%
WF
123
Williams Financial
Vermont
$2.14M +$1.98M +42,864 New
Barclays
124
Barclays
United Kingdom
$2.13M -$37.7K -816 -2%
FPW
125
Flagship Private Wealth
Massachusetts
$2.1M +$1.9M +41,172 New
3 4
5
6 7

IXN Hedge Fund Activity: Q4 2020 in Review

370 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q4 2020, worth a combined $3.46B — up 19% from $2.9B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new IXN positions and 26 closed out — a net gain of 40 holders — while 127 added to existing stakes and 119 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $49.5M. The largest seller was Fisher Asset Management, cutting an estimated $36.8M.

  • 370 institutional investors held iShares Global Tech ETF (IXN) as of Q4 2020, up from 335 in Q3 2020.
  • Funds reported $3.46B of iShares Global Tech ETF stock for Q4 2020, up 19% quarter-over-quarter.
  • 66 funds opened new iShares Global Tech ETF positions in Q4 2020 and 26 closed out, a net change of +40 holders.
  • The largest iShares Global Tech ETF buyer in Q4 2020 was Morgan Stanley, an estimated $49.5M added.
  • The largest iShares Global Tech ETF seller in Q4 2020 was Fisher Asset Management, an estimated $36.8M sold.

Based on aggregated 13F filings for Q4 2020.