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iShares Global Tech ETF

457 hedge funds and large institutions have $4.1B invested in iShares Global Tech ETF in 2021 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 101 increasing their positions, 180 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 31

15% more funds holding

Funds holding: 396457 (+61)

0% less capital invested

Capital invested by funds: $4.11B → $4.1B (-$8.17M)

2.17% less ownership

Funds ownership: 71.27%69.1% (-2.2%)

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

44% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 180

Holders
457
Holders Change
+61
Holders Change %
+15.4%
% of All Funds
7.03%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
97
Increased
101
Reduced
180
Closed
31
Calls
$586K
Puts
Net Calls
+$586K
Net Calls Change
+$172K
Name Holding Trade Value Shares
Change
Change in
Stake
GT
101
Greenleaf Trust
Michigan
$3.23M +$170K +2,760 +6%
FIA
102
Foundations Investment Advisors
Arizona
$3.14M -$709K -11,533 -19%
SSB
103
Sandy Spring Bank
Maryland
$3.12M -$45.1K -734 -1%
OFG
104
OmniStar Financial Group
North Carolina
$3.09M -$43.1K -701 -1%
4WM
105
4J Wealth Management
Virginia
$3.06M -$273K -4,446 -9%
KFGK
106
Keystone Financial Group (Kentucky)
Kentucky
$3.03M +$54.7K +891 +2%
AWA
107
Arete Wealth Advisors
Illinois
$3.02M +$125K +2,038 +5%
EL
108
EQ LLC
Washington
$2.94M -$53.1K -865 -2%
SCA
109
Snowden Capital Advisors
New York
$2.93M -$302K -4,920 -10%
Mirae Asset Global Investments
110
Mirae Asset Global Investments
South Korea
$2.89M -$479K -7,800 -15%
DWM
111
Defined Wealth Management
Oregon
$2.88M +$218K +3,548 +9%
FPW
112
Flagship Private Wealth
Massachusetts
$2.86M -$75.6K -1,230 -3%
MBT
113
Montecito Bank & Trust
California
$2.83M -$127K -2,062 -4%
BPC
114
Banque Pictet & Cie
Switzerland
$2.82M +$2.69M +43,800 New
SPC
115
Sigma Planning Corp
Michigan
$2.82M -$41K -667 -2%
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$2.76M +$455K +7,409 +21%
SB
117
Sunflower Bank
Texas
$2.75M -$392K -6,388 -13%
WP
118
WealthShield Partners
North Carolina
$2.72M -$530K -8,624 -17%
KWS
119
Keystone Wealth Services
California
$2.71M +$2.59M +42,129 New
Rockefeller Capital Management
120
Rockefeller Capital Management
New York
$2.66M +$2.17M +35,258 +582%
Baird Financial Group
121
Baird Financial Group
Wisconsin
$2.66M -$324K -5,279 -11%
SAM
122
SP Asset Management
California
$2.64M -$3.13K -51 -0.1%
T
123
TNF
Montana
$2.62M +$14.3K +232 +0.5%
CA
124
Cetera Advisors
Colorado
$2.56M -$413K -6,715 -14%
CFA
125
Carroll Financial Associates
North Carolina
$2.49M +$432K +7,033 +23%

IXN Hedge Fund Activity: Q4 2021 in Review

457 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q4 2021, worth a combined $4.1B — down 0.2% from $4.11B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new IXN positions and 31 closed out — a net gain of 66 holders — while 101 added to existing stakes and 180 trimmed.

The largest buyer was Pictet Asset Management (Switzerland), adding an estimated $21.7M. The largest seller was Envestnet Asset Management, cutting an estimated $282M.

  • 457 institutional investors held iShares Global Tech ETF (IXN) as of Q4 2021, up from 396 in Q3 2021.
  • Funds reported $4.1B of iShares Global Tech ETF stock for Q4 2021, down 0.2% quarter-over-quarter.
  • 97 funds opened new iShares Global Tech ETF positions in Q4 2021 and 31 closed out, a net change of +66 holders.
  • The largest iShares Global Tech ETF buyer in Q4 2021 was Pictet Asset Management (Switzerland), an estimated $21.7M added.
  • The largest iShares Global Tech ETF seller in Q4 2021 was Envestnet Asset Management, an estimated $282M sold.

Based on aggregated 13F filings for Q4 2021.