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iShares Global Tech ETF
IXN

364 hedge funds and large institutions have $2.82B invested in iShares Global Tech ETF in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 65 increasing their positions, 177 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

376% more call options, than puts

Call options by funds: $233K | Put options by funds: $49K

86% more capital invested

Capital invested by funds: $1.52B → $2.82B (+$1.3B)

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

0.94% more ownership

Funds ownership: 55.34% → 56.27% (+0.94%)

5% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 56

3% less funds holding

Funds holding: 374 → 364 (-10)

63% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 177

Holders
364
Holders Change
-10
Holders Change %
-2.67%
% of All Funds
5.85%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
53
Increased
65
Reduced
177
Closed
56
Calls
$233K
Puts
$49K
Net Calls
+$184K
Net Calls Change
+$1.98M

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$48.7M
2
Fisher Asset Management
Fisher Asset Management
Washington
+$23.1M
3
OMC
Old Mission Capital
Illinois
+$13.9M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$12.7M
5
Bessemer Group
Bessemer Group
New Jersey
+$12M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$42M
2
BlackRock
BlackRock
New York
-$33.9M
3
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$28.9M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$15.3M
5
Wells Fargo
Wells Fargo
California
-$9.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
126
Meridian Wealth Management
Kentucky
$912K -$149K -3,277 -14%
CAPTRUST Financial Advisors
127
CAPTRUST Financial Advisors
North Carolina
$875K +$29.9K +656 +3%
Fifth Third Bancorp
128
Fifth Third Bancorp
Ohio
$874K – – –
EH
129
Equitable Holdings
New York
$873K -$48.4K -1,061 -5%
NFC
130
Northeast Financial Consultants
Connecticut
$861K – – –
MCM
131
MAI Capital Management
Ohio
$848K +$552K +12,093 +177%
USCWA
132
U.S. Capital Wealth Advisors
Texas
$807K -$30.8K -675 -4%
SPC
133
Sigma Planning Corp
Michigan
$807K -$415K -9,107 -34%
CA
134
Cetera Advisors
Colorado
$804K -$208K -4,559 -20%
SFPG
135
Stonebridge Financial Planning Group
Florida
$783K -$230K -5,040 -22%
OPWM
136
Oxinas Partners Wealth Management
Indiana
$773K -$19.2K -422 -2%
MSA
137
Marino Stram & Associates
Massachusetts
$753K +$215K +4,720 +39%
WAP
138
Wealthcare Advisory Partners
Pennsylvania
$741K -$6.66K -146 -0.9%
WFAG
139
Worth Financial Advisory Group
North Carolina
$729K +$742K +16,269 New
BBP
140
Banco BTG Pactual
Brazil
$724K -$66.1K -1,450 -8%
Millennium Management
141
Millennium Management
New York
$719K +$305K +6,686 +71%
AWE
142
Avidian Wealth Enterprises
Texas
$718K -$1.23K -27 -0.2%
WA
143
Waverly Advisors
Alabama
$699K -$1.24M -27,200 -64%
BOPW
144
Brandywine Oak Private Wealth
Pennsylvania
$698K +$710K +15,562 New
NFP
145
Narus Financial Partners
Utah
$677K -$141K -3,095 -17%
EFS
146
Essex Financial Services
Connecticut
$658K -$225K -4,939 -25%
Rockefeller Capital Management
147
Rockefeller Capital Management
New York
$657K -$344K -7,552 -34%
CAL
148
Capital Advisors Ltd
Ohio
$639K – – –
IWA
149
Icon Wealth Advisors
Texas
$638K -$534K -11,713 -45%
T
150
TNF
Montana
$635K -$11.4K -250 -2%
4 5
6
7 8

IXN Hedge Fund Activity: Q4 2022 in Review

364 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q4 2022, worth a combined $2.82B — up 86% from $1.52B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of IXN and 53 opened new positions — a net loss of 3 holders — while 177 trimmed existing stakes and 65 added.

The largest buyer was Jane Street, adding an estimated $48.7M. The largest seller was Envestnet Asset Management, cutting an estimated $42M.

  • 364 institutional investors held iShares Global Tech ETF (IXN) as of Q4 2022, down from 374 in Q3 2022.
  • Funds reported $2.82B of iShares Global Tech ETF stock for Q4 2022, up 86% quarter-over-quarter.
  • 53 funds opened new iShares Global Tech ETF positions in Q4 2022 and 56 closed out, a net change of -3 holders.
  • The largest iShares Global Tech ETF buyer in Q4 2022 was Jane Street, an estimated $48.7M added.
  • The largest iShares Global Tech ETF seller in Q4 2022 was Envestnet Asset Management, an estimated $42M sold.

Based on aggregated 13F filings for Q4 2022.