We are live on ! Find out more
IXN icon

iShares Global Tech ETF

370 hedge funds and large institutions have $3.46B invested in iShares Global Tech ETF in 2020 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 127 increasing their positions, 119 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 26

56% more funds holding in top 10

Funds holding in top 10: 914 (+5)

19% more capital invested

Capital invested by funds: $2.9B → $3.46B (+$554M)

17.05% more ownership

Funds ownership: 395.96%413.01% (+17%)

10% more funds holding

Funds holding: 335370 (+35)

7% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 119

Holders
370
Holders Change
+35
Holders Change %
+10.45%
% of All Funds
6.55%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.25%
New
66
Increased
127
Reduced
119
Closed
26
Calls
$240K
Puts
Net Calls
+$240K
Net Calls Change
+$4.34M
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
126
Baird Financial Group
Wisconsin
$2.06M -$5.27K -114 -0.3%
DWM
127
Defined Wealth Management
Oregon
$2.05M +$1.89M +40,944 New
OPWM
128
Oxinas Partners Wealth Management
Indiana
$2.02M +$1.87M +40,428 New
CA
129
Cetera Advisors
Colorado
$1.98M +$256K +5,544 +16%
MCIA
130
Mountain Capital Investment Advisors
Colorado
$1.9M +$190K +4,110 +12%
FHA
131
First Horizon Advisors
Tennessee
$1.86M +$130K +2,820 +8%
WSTAM
132
Wilbanks Smith & Thomas Asset Management
Virginia
$1.78M -$513K -11,094 -24%
PA
133
Pinnacle Associates
New York
$1.72M +$6.93K +150 +0.4%
TF
134
Trek Financial
Arizona
$1.71M +$46.3K +1,002 +3%
NAM
135
NTV Asset Management
West Virginia
$1.7M -$97.1K -2,100 -6%
MCM
136
Maryland Capital Management
Maryland
$1.69M +$30K +648 +2%
HSBC Holdings
137
HSBC Holdings
United Kingdom
$1.68M -$250K -5,400 -14%
SWP
138
Stratos Wealth Partners
Ohio
$1.64M -$13K -282 -0.9%
JWM
139
Jackson Wealth Management
Florida
$1.62M -$42.7K -924 -3%
Fifth Third Bancorp
140
Fifth Third Bancorp
Ohio
$1.62M -$20.5K -444 -1%
RIA
141
Regal Investment Advisors
Michigan
$1.58M +$1.46M +31,518 New
CFA
142
Carroll Financial Associates
North Carolina
$1.57M +$16.9K +366 +1%
KA
143
Kovack Advisors
Florida
$1.47M +$113K +2,448 +9%
Fidelity International
144
Fidelity International
Bermuda
$1.38M -$26.1K -564 -2%
FWP
145
Firethorn Wealth Partners
Georgia
$1.38M +$1.28M +27,576 New
SFPG
146
Stonebridge Financial Planning Group
Florida
$1.37M +$13.9K +300 +1%
TWM
147
Tradition Wealth Management
Minnesota
$1.36M +$1.26M +27,186 New
IF
148
Ironwood Financial
Arizona
$1.34M -$16.1K -348 -1%
FANJ
149
Financial Architects (New Jersey)
New Jersey
$1.34M +$1.67K +36 +0.1%
CIC
150
Carnegie Investment Counsel
Ohio
$1.32M -$19.4K -420 -2%

IXN Hedge Fund Activity: Q4 2020 in Review

370 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q4 2020, worth a combined $3.46B — up 19% from $2.9B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new IXN positions and 26 closed out — a net gain of 40 holders — while 127 added to existing stakes and 119 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $49.5M. The largest seller was Fisher Asset Management, cutting an estimated $36.8M.

  • 370 institutional investors held iShares Global Tech ETF (IXN) as of Q4 2020, up from 335 in Q3 2020.
  • Funds reported $3.46B of iShares Global Tech ETF stock for Q4 2020, up 19% quarter-over-quarter.
  • 66 funds opened new iShares Global Tech ETF positions in Q4 2020 and 26 closed out, a net change of +40 holders.
  • The largest iShares Global Tech ETF buyer in Q4 2020 was Morgan Stanley, an estimated $49.5M added.
  • The largest iShares Global Tech ETF seller in Q4 2020 was Fisher Asset Management, an estimated $36.8M sold.

Based on aggregated 13F filings for Q4 2020.