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iShares Global Tech ETF
IXN

430 hedge funds and large institutions have $2.41B invested in iShares Global Tech ETF in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 120 increasing their positions, 135 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 38

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

7% more capital invested

Capital invested by funds: $2.24B → $2.41B (+$164M)

0% more funds holding

Funds holding: 428 → 430 (+2)

2.05% less ownership

Funds ownership: 48.88% → 46.83% (-2%)

11% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 135

Holders
430
Holders Change
+2
Holders Change %
+0.47%
% of All Funds
6.21%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
48
Increased
120
Reduced
135
Closed
38
Calls
$290K
Puts
–
Net Calls
+$290K
Net Calls Change
-$92K

Top Buyers

1
PCH
PGIM Custom Harvest
New Jersey
+$59M
2
PS
Portfolio Strategies
New York
+$26.8M
3
TI
Tidal Investments
Wisconsin
+$9.51M
4
VIA
Vickerman Investment Advisors
Washington
+$8.78M
5
SGWM
Sterling Group Wealth Management
California
+$7.83M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$79.8M
2
AssetMark Inc
AssetMark Inc
California
-$42.1M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$12.6M
4
Pictet Asset Management
Pictet Asset Management
Switzerland
-$9.58M
5
GF
Gimbal Financial
Indiana
-$9.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
126
Prosperity Capital Advisors
Ohio
$1.8M -$156K -2,048 -9%
D
127
Dentgroup
Louisiana
$1.78M -$427K -5,601 -21%
EH
128
Equitable Holdings
New York
$1.77M +$211K +2,774 +15%
MYIA
129
Mount Yale Investment Advisors
Colorado
$1.73M +$153K +2,010 +11%
Rockefeller Capital Management
130
Rockefeller Capital Management
New York
$1.71M +$88.1K +1,157 +6%
IWA
131
Icon Wealth Advisors
Texas
$1.71M +$197K +2,582 +14%
FRA
132
Front Row Advisors
California
$1.69M +$15.3K +201 +1%
SSWM
133
Sheets Smith Wealth Management
North Carolina
$1.68M +$686 +9 +0%
CAPTRUST Financial Advisors
134
CAPTRUST Financial Advisors
North Carolina
$1.65M +$31K +407 +2%
Bessemer Group
135
Bessemer Group
New Jersey
$1.61M +$106K +1,385 +8%
Baird Financial Group
136
Baird Financial Group
Wisconsin
$1.57M -$61.8K -811 -4%
AWM
137
Able Wealth Management
New Jersey
$1.56M +$105K +1,378 +8%
SCA
138
Snowden Capital Advisors
New York
$1.56M -$82.4K -1,081 -5%
DWM
139
Dakota Wealth Management
Florida
$1.55M -$71.9K -944 -5%
SG Americas Securities
140
SG Americas Securities
New York
$1.47M – – –
KA
141
Kovack Advisors
Florida
$1.46M -$254K -3,329 -16%
PIMG
142
Patriot Investment Management Group
Tennessee
$1.44M – – –
Mercer Global Advisors
143
Mercer Global Advisors
Colorado
$1.43M -$205K -2,691 -13%
KOC
144
Koss-Olinger Consulting
Florida
$1.43M +$1.31M +17,247 New
EIA
145
Eldridge Investment Advisors
New Hampshire
$1.42M +$5.18K +68 +0.4%
Envestnet Portfolio Solutions
146
Envestnet Portfolio Solutions
Illinois
$1.42M -$507K -6,661 -28%
GT
147
Greenleaf Trust
Michigan
$1.41M – – –
MSA
148
Marino Stram & Associates
Massachusetts
$1.38M -$17.8K -234 -1%
US Bancorp
149
US Bancorp
Minnesota
$1.36M -$14.1K -185 -1%
National Bank of Canada
150
National Bank of Canada
Quebec, Canada
$1.31M -$493K -6,472 -29%
4 5
6
7 8

IXN Hedge Fund Activity: Q2 2024 in Review

430 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q2 2024, worth a combined $2.41B — up 7.3% from $2.24B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new IXN positions and 38 closed out — a net gain of 10 holders — while 120 added to existing stakes and 135 trimmed.

The largest buyer was PGIM Custom Harvest, adding an estimated $59M. The largest seller was Fisher Asset Management, cutting an estimated $79.8M.

  • 430 institutional investors held iShares Global Tech ETF (IXN) as of Q2 2024, up from 428 in Q1 2024.
  • Funds reported $2.41B of iShares Global Tech ETF stock for Q2 2024, up 7.3% quarter-over-quarter.
  • 48 funds opened new iShares Global Tech ETF positions in Q2 2024 and 38 closed out, a net change of +10 holders.
  • The largest iShares Global Tech ETF buyer in Q2 2024 was PGIM Custom Harvest, an estimated $59M added.
  • The largest iShares Global Tech ETF seller in Q2 2024 was Fisher Asset Management, an estimated $79.8M sold.

Based on aggregated 13F filings for Q2 2024.