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iShares Global Tech ETF
IXN

204 hedge funds and large institutions have $1.32B invested in iShares Global Tech ETF in 2018 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 67 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 13

103% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 33

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

90% more capital invested

Capital invested by funds: $697M → $1.32B (+$625M)

82.09% more ownership

Funds ownership: 230.03% → 312.12% (+82%)

23% more funds holding

Funds holding: 166 → 204 (+38)

Holders
204
Holders Change
+38
Holders Change %
+22.89%
% of All Funds
4.66%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
52
Increased
67
Reduced
33
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$249M
2
BlackRock
BlackRock
New York
+$71.5M
3
LPL Financial
LPL Financial
California
+$54.3M
4
AG
Advisor Group
Arizona
+$29.8M
5
Morgan Stanley
Morgan Stanley
New York
+$24.8M

Top Sellers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
-$124M
2
NR
Newfound Research
Massachusetts
-$3.76M
3
ACP
Aveo Capital Partners
Colorado
-$2.19M
4
PWM
Perigon Wealth Management
California
-$1M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$856K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
151
Cetera Advisors
Colorado
$202K +$196K +6,858 New
VFA
152
Valeo Financial Advisors
Indiana
$199K – – –
APP
153
Avantax Planning Partners
Iowa
$183K +$179K +6,264 New
DSI
154
Daiwa SB Investments
Japan
$170K -$34.3K -1,200 -17%
RCAG
155
Rehmann Capital Advisory Group
Michigan
$166K +$13.9K +486 +9%
CCM
156
Cribstone Capital Management
Maine
$158K – – –
ASN
157
Advisory Services Network
Georgia
$144K +$13.4K +468 +10%
GEA
158
Glen Eagle Advisors
New Jersey
$138K – – –
LJHT
159
Laurie J. Hall Trustee
$117K – – –
GRP
160
Global Retirement Partners
California
$101K +$99K +3,462 New
SF
161
Synovus Financial
Georgia
$98K – – –
RFC
162
Regions Financial Corp
Alabama
$96K – – –
TC
163
Truvestments Capital
Florida
$88K +$85.8K +3,000 New
JFGIW
164
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$85K -$5.15K -180 -6%
Carson Wealth (CWM LLC)
165
Carson Wealth (CWM LLC)
Nebraska
$82K – – –
VC
166
Vestor Capital
Illinois
$77K – – –
CWM
167
Cornerstone Wealth Management
Missouri
$74K -$149K -5,226 -8%
SPIA
168
Steward Partners Investment Advisory
New York
$70K – – –
FPS
169
Fieldpoint Private Securities
Connecticut
$61K +$60K +2,100 New
WAP
170
Wealthcare Advisory Partners
Pennsylvania
$60K – – –
ME
171
McIlrath & Eck
Washington
$55K – – –
Northwestern Mutual Wealth Management
172
Northwestern Mutual Wealth Management
Wisconsin
$51K -$858 -30 -2%
LWM
173
Lenox Wealth Management
Ohio
$46K – – –
SC
174
Sawyer & Company
Massachusetts
$44K – – –
BA
175
Ballew Advisors
Mississippi
$40K – – –
5 6
7
8 9

IXN Hedge Fund Activity: Q3 2018 in Review

204 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q3 2018, worth a combined $1.32B — up 90% from $697M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new IXN positions and 13 closed out — a net gain of 39 holders — while 67 added to existing stakes and 33 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $249M. The largest seller was AssetMark Inc, cutting an estimated $124M.

  • 204 institutional investors held iShares Global Tech ETF (IXN) as of Q3 2018, up from 166 in Q2 2018.
  • Funds reported $1.32B of iShares Global Tech ETF stock for Q3 2018, up 90% quarter-over-quarter.
  • 52 funds opened new iShares Global Tech ETF positions in Q3 2018 and 13 closed out, a net change of +39 holders.
  • The largest iShares Global Tech ETF buyer in Q3 2018 was Envestnet Asset Management, an estimated $249M added.
  • The largest iShares Global Tech ETF seller in Q3 2018 was AssetMark Inc, an estimated $124M sold.

Based on aggregated 13F filings for Q3 2018.