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iShares Global Tech ETF

447 hedge funds and large institutions have $3.38B invested in iShares Global Tech ETF in 2022 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 101 increasing their positions, 220 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more call options, than puts

Call options by funds: $4.35M | Put options by funds: $3.43M

0.88% more ownership

Funds ownership: 69.1%69.98% (+0.88%)

8% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 51

2% less funds holding

Funds holding: 457447 (-10)

18% less capital invested

Capital invested by funds: $4.1B → $3.38B (-$720M)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

54% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 220

Holders
447
Holders Change
-10
Holders Change %
-2.19%
% of All Funds
7.05%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
47
Increased
101
Reduced
220
Closed
51
Calls
$4.35M
Puts
$3.43M
Net Calls
+$926K
Net Calls Change
+$340K
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
126
Gladstone Institutional Advisory
Florida
$2.08M +$501K +8,680 +32%
Baird Financial Group
127
Baird Financial Group
Wisconsin
$2.07M -$321K -5,568 -13%
WA
128
Wealth Alliance
New York
$2.07M -$107K -1,862 -5%
TLFA
129
True Link Financial Advisors
California
$2.06M +$83.2K +1,441 +4%
FCH
130
Freestone Capital Holdings
Washington
$2.04M +$2.03M +35,234 New
LWM
131
Liberty Wealth Management
California
$2.04M +$2.03M +35,139 New
SWP
132
Stratos Wealth Partners
Ohio
$2M +$751 +13 +0%
PG
133
Patten Group
Tennessee
$1.97M -$19.9K -345 -1%
AWA
134
Arete Wealth Advisors
Illinois
$1.97M -$745K -12,905 -28%
SSWM
135
Sheets Smith Wealth Management
North Carolina
$1.96M +$19.2K +333 +1%
WP
136
WealthShield Partners
North Carolina
$1.93M -$520K -9,009 -21%
PA
137
Pinnacle Associates
New York
$1.92M
CA
138
Cetera Advisors
Colorado
$1.89M -$415K -7,194 -18%
T
139
TNF
Montana
$1.88M -$372K -6,442 -15%
BHWM
140
Bay Harbor Wealth Management
Maryland
$1.86M +$24.3K +421 +1%
SFPG
141
Stonebridge Financial Planning Group
Florida
$1.78M -$70K -1,213 -4%
MCM
142
Maryland Capital Management
Maryland
$1.78M -$126K -2,174 -7%
NAM
143
NTV Asset Management
West Virginia
$1.77M -$75.1K -1,300 -4%
MGWM
144
Marks Group Wealth Management
Minnesota
$1.75M +$606K +10,494 +53%
USCWA
145
U.S. Capital Wealth Advisors
Texas
$1.75M -$27.5K -477 -2%
PWMG
146
Provence Wealth Management Group
California
$1.74M +$173 +3 +0%
KWS
147
Keystone Wealth Services
California
$1.74M -$699K -12,109 -29%
EIA
148
Eldridge Investment Advisors
New Hampshire
$1.67M -$15.9K -275 -0.9%
OPS
149
Orion Portfolio Solutions
Nebraska
$1.67M +$85.4K +1,480 +5%
SXL
150
Summit X LLC
Missouri
$1.67M -$450K -7,787 -21%

IXN Hedge Fund Activity: Q1 2022 in Review

447 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q1 2022, worth a combined $3.38B — down 18% from $4.1B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of IXN and 47 opened new positions — a net loss of 4 holders — while 220 trimmed existing stakes and 101 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $108M. The largest seller was Envestnet Asset Management, cutting an estimated $163M.

  • 447 institutional investors held iShares Global Tech ETF (IXN) as of Q1 2022, down from 457 in Q4 2021.
  • Funds reported $3.38B of iShares Global Tech ETF stock for Q1 2022, down 18% quarter-over-quarter.
  • 47 funds opened new iShares Global Tech ETF positions in Q1 2022 and 51 closed out, a net change of -4 holders.
  • The largest iShares Global Tech ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $108M added.
  • The largest iShares Global Tech ETF seller in Q1 2022 was Envestnet Asset Management, an estimated $163M sold.

Based on aggregated 13F filings for Q1 2022.