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iShares Global Tech ETF

442 hedge funds and large institutions have $2.55B invested in iShares Global Tech ETF in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 105 increasing their positions, 146 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

840% more call options, than puts

Call options by funds: $470K | Put options by funds: $50K

63% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 24

6% more capital invested

Capital invested by funds: $2.41B → $2.55B (+$148M)

3% more funds holding

Funds holding: 430442 (+12)

2.72% more ownership

Funds ownership: 46.83%49.56% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

28% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 146

Holders
442
Holders Change
+12
Holders Change %
+2.79%
% of All Funds
6.35%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
39
Increased
105
Reduced
146
Closed
24
Calls
$470K
Puts
$50K
Net Calls
+$420K
Net Calls Change
+$130K
Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
101
Robertson Stephens Wealth Management
California
$2.19M +$8.56K +106 +0.4%
NAM
102
NTV Asset Management
West Virginia
$2.19M
GIA
103
Gladstone Institutional Advisory
Florida
$2.17M -$210K -2,599 -9%
4WM
104
4J Wealth Management
Virginia
$2.17M +$7.27K +90 +0.3%
KFGK
105
Keystone Financial Group (Kentucky)
Kentucky
$2.16M +$2.12M +26,218 New
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$2.13M -$13.4K -166 -0.6%
VF
107
VitalStone Financial
Texas
$2.12M +$18.1K +224 +0.9%
USCWA
108
U.S. Capital Wealth Advisors
Texas
$2.11M +$228K +2,822 +12%
MPW
109
MA Private Wealth
California
$2.11M -$2.18K -27 -0.1%
IWA
110
Icon Wealth Advisors
Texas
$2.07M +$316K +3,914 +19%
AF
111
Apexium Financial
Texas
$2.06M -$29.1K -360 -1%
SFS
112
Sowell Financial Services
Arkansas
$2.04M -$87.7K -1,086 -4%
FCH
113
Freestone Capital Holdings
Washington
$2.04M -$96.5K -1,195 -5%
BHBT
114
Burke & Herbert Bank & Trust
Virginia
$2.02M
SMWM
115
Silvia McColl Wealth Management
California
$2.01M
WAP
116
Wealthcare Advisory Partners
Pennsylvania
$2.01M -$9.86K -122 -0.5%
Rockefeller Capital Management
117
Rockefeller Capital Management
New York
$2.01M +$301K +3,730 +18%
CIC
118
Carnegie Investment Counsel
Ohio
$1.85M
HSBC Holdings
119
HSBC Holdings
United Kingdom
$1.77M -$1.76M -21,753 -50%
D
120
Dentgroup
Louisiana
$1.77M -$12.7K -157 -0.7%
MYIA
121
Mount Yale Investment Advisors
Colorado
$1.75M +$23.8K +294 +1%
PCA
122
Prosperity Capital Advisors
Ohio
$1.74M -$59.4K -735 -3%
BBP
123
Banco BTG Pactual
Brazil
$1.73M -$182K -2,250 -10%
BRWA
124
B. Riley Wealth Advisors
Florida
$1.72M -$295K -3,648 -15%
EH
125
Equitable Holdings
New York
$1.69M -$72.5K -897 -4%

IXN Hedge Fund Activity: Q3 2024 in Review

442 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q3 2024, worth a combined $2.55B — up 6.1% from $2.41B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new IXN positions and 24 closed out — a net gain of 15 holders — while 105 added to existing stakes and 146 trimmed.

The largest buyer was Phoenix Financial, adding an estimated $96.9M. The largest seller was Bank of America, cutting an estimated $15.7M.

  • 442 institutional investors held iShares Global Tech ETF (IXN) as of Q3 2024, up from 430 in Q2 2024.
  • Funds reported $2.55B of iShares Global Tech ETF stock for Q3 2024, up 6.1% quarter-over-quarter.
  • 39 funds opened new iShares Global Tech ETF positions in Q3 2024 and 24 closed out, a net change of +15 holders.
  • The largest iShares Global Tech ETF buyer in Q3 2024 was Phoenix Financial, an estimated $96.9M added.
  • The largest iShares Global Tech ETF seller in Q3 2024 was Bank of America, an estimated $15.7M sold.

Based on aggregated 13F filings for Q3 2024.