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iShares Global Tech ETF

166 hedge funds and large institutions have $517M invested in iShares Global Tech ETF in 2018 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

50% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 38

17% more capital invested

Capital invested by funds: $443M → $517M (+$74.6M)

11.07% more ownership

Funds ownership: 190.04%201.1% (+11%)

8% more funds holding

Funds holding: 153166 (+13)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
166
Holders Change
+13
Holders Change %
+8.5%
% of All Funds
3.8%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
22
Increased
57
Reduced
38
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
126
SEI Investments
Pennsylvania
$96K -$85.9K -3,186 -47%
SF
127
Synovus Financial
Georgia
$88K +$90.1K +3,342 New
JFGIW
128
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$87K -$21.2K -786 -19%
RFC
129
Regions Financial Corp
Alabama
$87K
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$82K
ASN
131
Advisory Services Network
Georgia
$77K +$18.9K +702 +31%
SFSIG
132
San Francisco Sentry Investment Group
California
$74K
VC
133
Vestor Capital
Illinois
$70K
GI
134
Gradient Investments
Minnesota
$70K +$72K +2,670 New
ME
135
McIlrath & Eck
Washington
$50K
CPA
136
Clear Perspective Advisors
Illinois
$47K
SMFG
137
Sumitomo Mitsui Financial Group
Japan
$47K +$48.5K +1,800 New
LWM
138
Lenox Wealth Management
Ohio
$41K
VCM
139
Virtue Capital Management
Tennessee
$41K +$25.2K +936 +150%
SC
140
Sawyer & Company
Massachusetts
$40K
BA
141
Ballew Advisors
Mississippi
$40K +$41.2K +1,530 New
Northwestern Mutual Wealth Management
142
Northwestern Mutual Wealth Management
Wisconsin
$32K
AssetMark Inc
143
AssetMark Inc
California
$29K -$33.1K -1,230 -53%
APA
144
American Portfolios Advisors
New York
$28.5K
PA
145
Parallel Advisors
California
$24K
FHA
146
First Horizon Advisors
Tennessee
$21K
MRCM
147
M&R Capital Management
New Jersey
$21K
TCM
148
TD Capital Management
Tennessee
$19K
ATC
149
Adirondack Trust Company
New York
$18K
JCM
150
Jacobi Capital Management
Pennsylvania
$17K

IXN Hedge Fund Activity: Q1 2018 in Review

166 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q1 2018, worth a combined $517M — up 17% from $443M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IXN positions and 9 closed out — a net gain of 13 holders — while 57 added to existing stakes and 38 trimmed.

The largest buyer was Bank of America, adding an estimated $10.3M. The largest seller was UBS Group, cutting an estimated $2.29M.

  • 166 institutional investors held iShares Global Tech ETF (IXN) as of Q1 2018, up from 153 in Q4 2017.
  • Funds reported $517M of iShares Global Tech ETF stock for Q1 2018, up 17% quarter-over-quarter.
  • 22 funds opened new iShares Global Tech ETF positions in Q1 2018 and 9 closed out, a net change of +13 holders.
  • The largest iShares Global Tech ETF buyer in Q1 2018 was Bank of America, an estimated $10.3M added.
  • The largest iShares Global Tech ETF seller in Q1 2018 was UBS Group, an estimated $2.29M sold.

Based on aggregated 13F filings for Q1 2018.