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iShares Global Tech ETF
IXN

430 hedge funds and large institutions have $2.41B invested in iShares Global Tech ETF in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 120 increasing their positions, 135 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 38

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

7% more capital invested

Capital invested by funds: $2.24B → $2.41B (+$164M)

0% more funds holding

Funds holding: 428 → 430 (+2)

2.05% less ownership

Funds ownership: 48.88% → 46.83% (-2%)

11% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 135

Holders
430
Holders Change
+2
Holders Change %
+0.47%
% of All Funds
6.21%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
48
Increased
120
Reduced
135
Closed
38
Calls
$290K
Puts
–
Net Calls
+$290K
Net Calls Change
-$92K

Top Buyers

1
PCH
PGIM Custom Harvest
New Jersey
+$59M
2
PS
Portfolio Strategies
New York
+$26.8M
3
TI
Tidal Investments
Wisconsin
+$9.51M
4
VIA
Vickerman Investment Advisors
Washington
+$8.78M
5
SGWM
Sterling Group Wealth Management
California
+$7.83M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$79.8M
2
AssetMark Inc
AssetMark Inc
California
-$42.1M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$12.6M
4
Pictet Asset Management
Pictet Asset Management
Switzerland
-$9.58M
5
GF
Gimbal Financial
Indiana
-$9.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
PG
101
Patten Group
Tennessee
$2.36M +$18.7K +246 +0.9%
Jones Financial Companies
102
Jones Financial Companies
Missouri
$2.35M +$1.06M +13,883 +96%
MCC
103
Money Concepts Capital
Florida
$2.28M +$45.1K +592 +2%
NAM
104
NTV Asset Management
West Virginia
$2.19M -$7.62K -100 -0.4%
RSWM
105
Robertson Stephens Wealth Management
California
$2.19M +$219K +2,878 +12%
4WM
106
4J Wealth Management
Virginia
$2.17M +$32.4K +425 +2%
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$2.15M -$1.52K -20 -0.1%
FCH
108
Freestone Capital Holdings
Washington
$2.15M -$3.88K -51 -0.2%
SFS
109
Sowell Financial Services
Arkansas
$2.14M +$201K +2,644 +11%
MPW
110
MA Private Wealth
California
$2.12M -$10.8K -142 -0.6%
VF
111
VitalStone Financial
Texas
$2.11M +$11.2K +147 +0.6%
AF
112
Apexium Financial
Texas
$2.1M -$7.62K -100 -0.4%
SHJ
113
Sharkey, Howes & Javer
Colorado
$2.09M – – –
Schroder Investment Management Group
114
Schroder Investment Management Group
United Kingdom
$2.09M -$3.52M -46,200 -65%
FAIM
115
Financial Advocates Investment Management
Washington
$2.05M +$1.14M +15,019 +287%
BRWA
116
B. Riley Wealth Advisors
Florida
$2.03M -$104K -1,368 -5%
BHBT
117
Burke & Herbert Bank & Trust
Virginia
$2.03M +$1.87M +24,528 New
WAP
118
Wealthcare Advisory Partners
Pennsylvania
$2.03M -$2.44K -32 -0.1%
SMWM
119
Silvia McColl Wealth Management
California
$2.02M – – –
CA
120
Clearstead Advisors
Ohio
$2M +$1.73M +22,709 +1,622%
USCWA
121
U.S. Capital Wealth Advisors
Texas
$1.88M +$775K +10,173 +81%
BBP
122
Banco BTG Pactual
Brazil
$1.87M -$160K -2,100 -8%
CIC
123
Carnegie Investment Counsel
Ohio
$1.86M -$31.6K -415 -2%
DZ Bank
124
DZ Bank
Germany
$1.84M -$4.34M -56,944 -72%
Citigroup
125
Citigroup
New York
$1.83M -$831K -10,911 -33%
3 4
5
6 7

IXN Hedge Fund Activity: Q2 2024 in Review

430 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q2 2024, worth a combined $2.41B — up 7.3% from $2.24B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new IXN positions and 38 closed out — a net gain of 10 holders — while 120 added to existing stakes and 135 trimmed.

The largest buyer was PGIM Custom Harvest, adding an estimated $59M. The largest seller was Fisher Asset Management, cutting an estimated $79.8M.

  • 430 institutional investors held iShares Global Tech ETF (IXN) as of Q2 2024, up from 428 in Q1 2024.
  • Funds reported $2.41B of iShares Global Tech ETF stock for Q2 2024, up 7.3% quarter-over-quarter.
  • 48 funds opened new iShares Global Tech ETF positions in Q2 2024 and 38 closed out, a net change of +10 holders.
  • The largest iShares Global Tech ETF buyer in Q2 2024 was PGIM Custom Harvest, an estimated $59M added.
  • The largest iShares Global Tech ETF seller in Q2 2024 was Fisher Asset Management, an estimated $79.8M sold.

Based on aggregated 13F filings for Q2 2024.