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iShares Global Tech ETF

166 hedge funds and large institutions have $517M invested in iShares Global Tech ETF in 2018 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

50% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 38

17% more capital invested

Capital invested by funds: $443M → $517M (+$74.6M)

11.07% more ownership

Funds ownership: 190.04%201.1% (+11%)

8% more funds holding

Funds holding: 153166 (+13)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
166
Holders Change
+13
Holders Change %
+8.5%
% of All Funds
3.8%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
22
Increased
57
Reduced
38
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
151
Wealthspire Advisors (Maryland)
Maryland
$17K +$323 +12 +2%
CFD
152
Creative Financial Designs
Indiana
$16K -$3.72K -138 -19%
RFA
153
Reilly Financial Advisors
California
$16K
PFGIA
154
Patriot Financial Group Insurance Agency
Massachusetts
$15K
SIS
155
Sound Income Strategies
Florida
$12K +$3.88K +144 +46%
SP
156
SWS Partners
Ohio
$9K
TCOV
157
Trust Company of Vermont
Vermont
$8K -$1.29K -48 -14%
KFA
158
Kabarec Financial Advisors
Illinois
$8K
SIM
159
Sonora Investment Management
Arizona
$7.92K +$8.09K +300 New
VFA
160
Valeo Financial Advisors
Indiana
$7K
OWA
161
One Wealth Advisors
California
$5K
PS
162
Portfolio Strategies
New York
$5K
GBBWRPM
163
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$4K +$3.88K +144 New
ML
164
McAdam LLC
Pennsylvania
$2K +$1.62K +60 New
AFNAS
165
American Financial Network Advisory Services
California
$1.16K -$1.31M -48,648 -99%
Envestnet Asset Management
166
Envestnet Asset Management
Illinois
-$1.54M -59,994 Closed
Susquehanna International Group
167
Susquehanna International Group
Pennsylvania
-$1.41M -55,158 Closed
KM
168
Kalos Management
Georgia
-$1.25M -48,846 Closed
PAM
169
PVG Asset Management
Colorado
-$858K -33,510 Closed
ECAM
170
East Coast Asset Management
Massachusetts
-$512K -19,998 Closed
Brown Advisory
171
Brown Advisory
Maryland
-$307K -12,000 Closed
AP
172
Advisors Preferred
Maryland
-$205K -7,998 Closed
SI
173
SII Investments
Wisconsin
-$203K -7,914 Closed
SG Americas Securities
174
SG Americas Securities
New York
-$154K -6,000 Closed

IXN Hedge Fund Activity: Q1 2018 in Review

166 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q1 2018, worth a combined $517M — up 17% from $443M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IXN positions and 9 closed out — a net gain of 13 holders — while 57 added to existing stakes and 38 trimmed.

The largest buyer was Bank of America, adding an estimated $10.3M. The largest seller was UBS Group, cutting an estimated $2.29M.

  • 166 institutional investors held iShares Global Tech ETF (IXN) as of Q1 2018, up from 153 in Q4 2017.
  • Funds reported $517M of iShares Global Tech ETF stock for Q1 2018, up 17% quarter-over-quarter.
  • 22 funds opened new iShares Global Tech ETF positions in Q1 2018 and 9 closed out, a net change of +13 holders.
  • The largest iShares Global Tech ETF buyer in Q1 2018 was Bank of America, an estimated $10.3M added.
  • The largest iShares Global Tech ETF seller in Q1 2018 was UBS Group, an estimated $2.29M sold.

Based on aggregated 13F filings for Q1 2018.