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iShares Global Tech ETF
IXN

207 hedge funds and large institutions have $1.3B invested in iShares Global Tech ETF in 2018 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 79 increasing their positions, 52 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 4 → 7 (+3)

52% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 52

46.59% more ownership

Funds ownership: 312.12% → 358.71% (+47%)

11% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 36

1% more funds holding

Funds holding: 204 → 207 (+3)

2% less capital invested

Capital invested by funds: $1.32B → $1.3B (-$21.6M)

Holders
207
Holders Change
+3
Holders Change %
+1.47%
% of All Funds
4.61%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.16%
New
40
Increased
79
Reduced
52
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$134M
2
BlackRock
BlackRock
New York
+$44.5M
3
LPL Financial
LPL Financial
California
+$19.8M
4
AG
Advisor Group
Arizona
+$13.1M
5
MML Investors Services
MML Investors Services
Massachusetts
+$7.44M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$26.2M
2
B
Barings
North Carolina
-$9.04M
3
AI
Atria Investments
North Carolina
-$8.97M
4
CIM
Cambria Investment Management
California
-$8.52M
5
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
-$8.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
126
Voya Financial Advisors
Connecticut
$378K +$61.2K +2,340 +17%
Northwestern Mutual Wealth Management
127
Northwestern Mutual Wealth Management
Wisconsin
$378K +$366K +13,992 +796%
WWM
128
Western Wealth Management
Colorado
$377K +$412K +15,768 New
CBFP
129
Cedar Brook Financial Partners
Ohio
$376K +$410K +15,672 New
GWM
130
Geneos Wealth Management
Colorado
$369K – – –
PWAP
131
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$362K – – –
PI
132
Pathlight Investors
Arizona
$358K +$380K +14,544 New
CFGS
133
Concourse Financial Group Securities
Alabama
$352K -$51.3K -1,962 -12%
BRWA
134
B. Riley Wealth Advisors
Florida
$350K +$196K +7,494 +106%
IA
135
IFP Advisors
Florida
$340K +$19.1K +732 +5%
Fidelity Investments
136
Fidelity Investments
Massachusetts
$337K +$34.5K +1,320 +10%
EIP
137
Ellis Investment Partners
Pennsylvania
$336K +$366K +14,004 New
FEM
138
Fulcrum Equity Management
Texas
$331K +$361K +13,800 New
JMPWA
139
JP Morgan Private Wealth Advisors
California
$328K +$102K +3,900 +40%
US Bancorp
140
US Bancorp
Minnesota
$317K – – –
BIM
141
Baldwin Investment Management
Pennsylvania
$317K +$7.84K +300 +2%
BMA
142
Brooks Moore & Associates
Tennessee
$317K +$345K +13,200 New
BHWM
143
Bay Harbor Wealth Management
Maryland
$313K +$341K +13,026 New
FCA
144
FinTrust Capital Advisors
South Carolina
$306K +$333K +12,738 New
JIP
145
Jaffetilchin Investment Partners
Florida
$302K -$56.3K -2,154 -15%
AIM
146
Advantage Investment Management
Iowa
$294K -$19.6K -750 -6%
EHC
147
Everett Harris & Co
California
$288K – – –
HFS
148
HL Financial Services
Kentucky
$279K +$33.3K +1,272 +12%
UR
149
USCA RIA
Texas
$263K -$12.9K -492 -4%
MAFM
150
Mid Atlantic Financial Management
Pennsylvania
$255K +$277K +10,614 New
4 5
6
7 8

IXN Hedge Fund Activity: Q4 2018 in Review

207 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q4 2018, worth a combined $1.3B — down 1.6% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IXN positions and 36 closed out — a net gain of 4 holders — while 79 added to existing stakes and 52 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $134M. The largest seller was JP Morgan Chase, cutting an estimated $26.2M.

  • 207 institutional investors held iShares Global Tech ETF (IXN) as of Q4 2018, up from 204 in Q3 2018.
  • Funds reported $1.3B of iShares Global Tech ETF stock for Q4 2018, down 1.6% quarter-over-quarter.
  • 40 funds opened new iShares Global Tech ETF positions in Q4 2018 and 36 closed out, a net change of +4 holders.
  • The largest iShares Global Tech ETF buyer in Q4 2018 was Envestnet Asset Management, an estimated $134M added.
  • The largest iShares Global Tech ETF seller in Q4 2018 was JP Morgan Chase, an estimated $26.2M sold.

Based on aggregated 13F filings for Q4 2018.