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iShares Global Tech ETF

457 hedge funds and large institutions have $4.1B invested in iShares Global Tech ETF in 2021 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 101 increasing their positions, 180 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 31

15% more funds holding

Funds holding: 396457 (+61)

0% less capital invested

Capital invested by funds: $4.11B → $4.1B (-$8.17M)

2.17% less ownership

Funds ownership: 71.27%69.1% (-2.2%)

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

44% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 180

Holders
457
Holders Change
+61
Holders Change %
+15.4%
% of All Funds
7.03%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
97
Increased
101
Reduced
180
Closed
31
Calls
$586K
Puts
Net Calls
+$586K
Net Calls Change
+$172K
Name Holding Trade Value Shares
Change
Change in
Stake
AWE
151
Avidian Wealth Enterprises
Texas
$1.87M +$893K +14,529 +100%
SFPG
152
Stonebridge Financial Planning Group
Florida
$1.85M +$69.7K +1,134 +4%
BHWM
153
Bay Harbor Wealth Management
Maryland
$1.84M -$1.22M -19,838 -39%
RIA
154
Regal Investment Advisors
Michigan
$1.8M -$1.79M -29,073 -51%
AWM
155
Apollon Wealth Management
South Carolina
$1.8M +$1.72M +27,960 New
Citigroup
156
Citigroup
New York
$1.79M -$379K -6,175 -18%
TSWM
157
Tyler-Stone Wealth Management
Ohio
$1.79M +$1.71M +27,831 New
OPS
158
Orion Portfolio Solutions
Nebraska
$1.76M -$359K -5,837 -18%
GIA
159
Gladstone Institutional Advisory
Florida
$1.74M +$90.4K +1,471 +6%
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$1.7M +$72K +1,172 +5%
SFG
161
Summit Financial Group
West Virginia
$1.7M
MWM
162
Meridian Wealth Management
Kentucky
$1.68M +$15.8K +257 +1%
PP
163
Prudential plc
United Kingdom
$1.67M +$1.6M +26,000 New
KA
164
Kovack Advisors
Florida
$1.61M +$87.6K +1,426 +6%
MCIA
165
Mountain Capital Investment Advisors
Colorado
$1.61M -$978K -15,915 -38%
FANJ
166
Financial Architects (New Jersey)
New Jersey
$1.6M +$1.35K +22 +0.1%
William Blair & Company
167
William Blair & Company
Illinois
$1.6M +$116K +1,896 +8%
MYIA
168
Mount Yale Investment Advisors
Colorado
$1.57M -$307K -4,997 -17%
SWM
169
SigFig Wealth Management
California
$1.54M -$341K -5,547 -18%
MHR
170
Matthew Hamilton Rosenberg
$1.54M -$76.1K -1,239 -5%
CIC
171
Carnegie Investment Counsel
Ohio
$1.54M -$151K -2,450 -9%
SWA
172
Stratos Wealth Advisors
Ohio
$1.52M +$259K +4,208 +22%
CAPTRUST Financial Advisors
173
CAPTRUST Financial Advisors
North Carolina
$1.51M +$72.1K +1,174 +5%
CF
174
Centaurus Financial
California
$1.5M +$1.22M +19,923 +602%
US Bancorp
175
US Bancorp
Minnesota
$1.43M -$75.9K -1,235 -5%

IXN Hedge Fund Activity: Q4 2021 in Review

457 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q4 2021, worth a combined $4.1B — down 0.2% from $4.11B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new IXN positions and 31 closed out — a net gain of 66 holders — while 101 added to existing stakes and 180 trimmed.

The largest buyer was Pictet Asset Management (Switzerland), adding an estimated $21.7M. The largest seller was Envestnet Asset Management, cutting an estimated $282M.

  • 457 institutional investors held iShares Global Tech ETF (IXN) as of Q4 2021, up from 396 in Q3 2021.
  • Funds reported $4.1B of iShares Global Tech ETF stock for Q4 2021, down 0.2% quarter-over-quarter.
  • 97 funds opened new iShares Global Tech ETF positions in Q4 2021 and 31 closed out, a net change of +66 holders.
  • The largest iShares Global Tech ETF buyer in Q4 2021 was Pictet Asset Management (Switzerland), an estimated $21.7M added.
  • The largest iShares Global Tech ETF seller in Q4 2021 was Envestnet Asset Management, an estimated $282M sold.

Based on aggregated 13F filings for Q4 2021.