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iShares Global Tech ETF
IXN

204 hedge funds and large institutions have $1.32B invested in iShares Global Tech ETF in 2018 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 67 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 13

103% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 33

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

90% more capital invested

Capital invested by funds: $697M → $1.32B (+$625M)

82.09% more ownership

Funds ownership: 230.03% → 312.12% (+82%)

23% more funds holding

Funds holding: 166 → 204 (+38)

Holders
204
Holders Change
+38
Holders Change %
+22.89%
% of All Funds
4.66%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
52
Increased
67
Reduced
33
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$249M
2
BlackRock
BlackRock
New York
+$71.5M
3
LPL Financial
LPL Financial
California
+$54.3M
4
AG
Advisor Group
Arizona
+$29.8M
5
Morgan Stanley
Morgan Stanley
New York
+$24.8M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$124M
2
NR
Newfound Research
Massachusetts
-$3.76M
3
ACP
Aveo Capital Partners
Colorado
-$2.19M
4
PWM
Perigon Wealth Management
California
-$1M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$856K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
126
Fidelity Investments
Massachusetts
$371K +$23.3K +816 +7%
FHA
127
Flagship Harbor Advisors
Massachusetts
$357K +$319K +11,142 +1,099%
EHC
128
Everett Harris & Co
California
$350K – – –
UR
129
USCA RIA
Texas
$334K -$23.5K -822 -7%
Prudential Financial
130
Prudential Financial
New Jersey
$320K +$314K +10,968 New
GFPC
131
Global Financial Private Capital
Florida
$318K +$312K +10,896 New
FTS
132
Fifth Third Securities
Ohio
$318K +$312K +10,920 New
CAN
133
Cetera Advisor Networks
California
$317K +$65.7K +2,298 +27%
HFS
134
HL Financial Services
Kentucky
$302K +$13.7K +480 +5%
Bessemer Group
135
Bessemer Group
New Jersey
$298K – – –
CGL
136
Clarius Group LLC
Washington
$298K – – –
JMPWA
137
JP Morgan Private Wealth Advisors
California
$284K +$27.4K +960 +11%
SFG
138
Summit Financial Group
West Virginia
$278K – – –
SG
139
StoneX Group
New York
$265K +$260K +9,078 New
PA
140
PFG Advisors
Arizona
$263K +$279K +9,744 New
William Blair & Company
141
William Blair & Company
Illinois
$262K +$65.9K +2,304 +34%
PWM
142
Perigon Wealth Management
California
$251K -$1M -34,980 -80%
CCM
143
Crossvault Capital Management
Texas
$245K -$68.6K -2,400 -22%
WT
144
Whittier Trust
California
$245K – – –
Renaissance Technologies
145
Renaissance Technologies
New York
$245K +$240K +8,400 New
FAIM
146
Financial Advocates Investment Management
Washington
$231K +$227K +7,938 New
MAS
147
Madden Advisory Services
Florida
$225K – – –
WA
148
WealthTrust Axiom
Pennsylvania
$214K – – –
WCM
149
Windsor Capital Management
Arizona
$210K +$206K +7,200 New
BRWA
150
B. Riley Wealth Advisors
Florida
$207K +$202K +7,068 New
4 5
6
7 8

IXN Hedge Fund Activity: Q3 2018 in Review

204 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q3 2018, worth a combined $1.32B — up 90% from $697M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new IXN positions and 13 closed out — a net gain of 39 holders — while 67 added to existing stakes and 33 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $249M. The largest seller was AssetMark Inc, cutting an estimated $124M.

  • 204 institutional investors held iShares Global Tech ETF (IXN) as of Q3 2018, up from 166 in Q2 2018.
  • Funds reported $1.32B of iShares Global Tech ETF stock for Q3 2018, up 90% quarter-over-quarter.
  • 52 funds opened new iShares Global Tech ETF positions in Q3 2018 and 13 closed out, a net change of +39 holders.
  • The largest iShares Global Tech ETF buyer in Q3 2018 was Envestnet Asset Management, an estimated $249M added.
  • The largest iShares Global Tech ETF seller in Q3 2018 was AssetMark Inc, an estimated $124M sold.

Based on aggregated 13F filings for Q3 2018.