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iShares Global Tech ETF

370 hedge funds and large institutions have $3.46B invested in iShares Global Tech ETF in 2020 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 127 increasing their positions, 119 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 26

56% more funds holding in top 10

Funds holding in top 10: 914 (+5)

19% more capital invested

Capital invested by funds: $2.9B → $3.46B (+$554M)

17.05% more ownership

Funds ownership: 395.96%413.01% (+17%)

10% more funds holding

Funds holding: 335370 (+35)

7% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 119

Holders
370
Holders Change
+35
Holders Change %
+10.45%
% of All Funds
6.55%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.25%
New
66
Increased
127
Reduced
119
Closed
26
Calls
$240K
Puts
Net Calls
+$240K
Net Calls Change
+$4.34M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
151
Creative Planning
Kansas
$1.3M +$137K +2,958 +13%
PG
152
Patten Group
Tennessee
$1.3M +$237K +5,130 +25%
VWM
153
Venturi Wealth Management
Texas
$1.3M +$104K +2,256 +10%
MAFM
154
Mid Atlantic Financial Management
Pennsylvania
$1.28M +$52.2K +1,128 +5%
CIAS
155
CFS Investment Advisory Services
New Jersey
$1.28M +$1.18M +25,524 New
Deutsche Bank
156
Deutsche Bank
Germany
$1.25M
Northwestern Mutual Wealth Management
157
Northwestern Mutual Wealth Management
Wisconsin
$1.23M +$133K +2,874 +13%
EIA
158
Eldridge Investment Advisors
New Hampshire
$1.2M +$4.16K +90 +0.4%
MWM
159
Meridian Wealth Management
Kentucky
$1.17M +$388K +8,394 +56%
ASN
160
Advisory Services Network
Georgia
$1.15M -$159K -3,432 -13%
FRA
161
Front Row Advisors
California
$1.12M -$7.77K -168 -0.7%
MLIC
162
Mandatum Life Insurance Company
Finland
$1.09M
CAG
163
Csenge Advisory Group
Florida
$1.07M +$13.3K +288 +1%
PAMG
164
Patton Albertson Miller Group
Tennessee
$1.05M -$126K -2,730 -12%
MYIA
165
Mount Yale Investment Advisors
Colorado
$1.03M +$63.5K +1,374 +7%
PNC Financial Services Group
166
PNC Financial Services Group
Pennsylvania
$1.03M +$85.7K +1,854 +10%
Lido Advisors
167
Lido Advisors
California
$1.02M +$948K +20,514 New
BFA
168
Beaumont Financial Advisors
Massachusetts
$1.02M -$268K -5,802 -22%
Fidelity Investments
169
Fidelity Investments
Massachusetts
$1.02M -$82.9K -1,794 -8%
William Blair & Company
170
William Blair & Company
Illinois
$1M +$68.8K +1,488 +8%
T
171
TRUADVICE
Florida
$1M +$43.8K +948 +5%
KM
172
Kalos Management
Georgia
$999K -$251K -5,424 -22%
TCA
173
Transcend Capital Advisors
New Jersey
$981K +$143K +3,096 +19%
LA
174
LVW Advisors
New York
$971K +$2.77K +60 +0.3%
FIM
175
Freedom Investment Management
Connecticut
$966K -$160K -3,462 -15%

IXN Hedge Fund Activity: Q4 2020 in Review

370 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q4 2020, worth a combined $3.46B — up 19% from $2.9B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new IXN positions and 26 closed out — a net gain of 40 holders — while 127 added to existing stakes and 119 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $49.5M. The largest seller was Fisher Asset Management, cutting an estimated $36.8M.

  • 370 institutional investors held iShares Global Tech ETF (IXN) as of Q4 2020, up from 335 in Q3 2020.
  • Funds reported $3.46B of iShares Global Tech ETF stock for Q4 2020, up 19% quarter-over-quarter.
  • 66 funds opened new iShares Global Tech ETF positions in Q4 2020 and 26 closed out, a net change of +40 holders.
  • The largest iShares Global Tech ETF buyer in Q4 2020 was Morgan Stanley, an estimated $49.5M added.
  • The largest iShares Global Tech ETF seller in Q4 2020 was Fisher Asset Management, an estimated $36.8M sold.

Based on aggregated 13F filings for Q4 2020.