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iShares Global Tech ETF

374 hedge funds and large institutions have $1.52B invested in iShares Global Tech ETF in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 65 increasing their positions, 183 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.42% less ownership

Funds ownership: 56.76%55.34% (-1.4%)

5% less funds holding

Funds holding: 395374 (-21)

16% less capital invested

Capital invested by funds: $1.81B → $1.52B (-$292M)

31% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 49

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

64% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 183

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.8M

Holders
374
Holders Change
-21
Holders Change %
-5.32%
% of All Funds
6.44%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
34
Increased
65
Reduced
183
Closed
49
Calls
Puts
$1.8M
Net Calls
-$1.8M
Net Calls Change
+$579K
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
151
Merit Financial Group
Georgia
$684K -$891K -18,315 -53%
WWP
152
WR Wealth Planners
Missouri
$679K -$116K -2,392 -13%
AWE
153
Avidian Wealth Enterprises
Texas
$676K -$74K -1,522 -9%
PWMG
154
Provence Wealth Management Group
California
$670K -$100K -2,066 -12%
SB
155
Sunflower Bank
Texas
$666K -$344K -7,082 -31%
SW
156
SteelPeak Wealth
California
$655K -$46.7K -960 -6%
SPIA
157
Steward Partners Investment Advisory
New York
$647K -$329K -6,770 -31%
Mariner
158
Mariner
Kansas
$644K +$40.8K +839 +6%
SMG
159
Spectrum Management Group
Indiana
$635K -$8.37K -172 -1%
EIP
160
Ellis Investment Partners
Pennsylvania
$629K -$55.2K -1,135 -7%
CAM
161
Cresset Asset Management
Illinois
$606K -$143K -2,942 -17%
CAL
162
Capital Advisors Ltd
Ohio
$601K
Qube Research & Technologies (QRT)
163
Qube Research & Technologies (QRT)
United Kingdom
$591K +$79.4K +1,632 +13%
CCA
164
Clearwater Capital Advisors
Illinois
$588K
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$582K -$9.73K -200 -1%
HH
166
Hilltop Holdings
Texas
$582K
MLIC
167
Mandatum Life Insurance Company
Finland
$580K
JHP
168
James Hambro & Partners
United Kingdom
$576K
TSA
169
Tri-Star Advisors
Texas
$570K -$28.4K -583 -4%
HPC
170
Hobart Private Capital
North Carolina
$561K -$329K -6,765 -34%
GW
171
GW & Wade
Massachusetts
$560K
SIC
172
Salem Investment Counselors
North Carolina
$557K
NCM
173
NCM Capital Management
New Jersey
$551K -$90.5K -1,861 -12%
OMC
174
Old Mission Capital
Illinois
$541K -$1.02M -21,074 -62%
T
175
TNF
Montana
$541K -$179K -3,689 -22%

IXN Hedge Fund Activity: Q3 2022 in Review

374 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q3 2022, worth a combined $1.52B — down 16% from $1.81B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of IXN and 34 opened new positions — a net loss of 15 holders — while 183 trimmed existing stakes and 65 added.

The largest buyer was Pictet Asset Management (Switzerland), adding an estimated $25M. The largest seller was Envestnet Asset Management, cutting an estimated $57.5M.

  • 374 institutional investors held iShares Global Tech ETF (IXN) as of Q3 2022, down from 395 in Q2 2022.
  • Funds reported $1.52B of iShares Global Tech ETF stock for Q3 2022, down 16% quarter-over-quarter.
  • 34 funds opened new iShares Global Tech ETF positions in Q3 2022 and 49 closed out, a net change of -15 holders.
  • The largest iShares Global Tech ETF buyer in Q3 2022 was Pictet Asset Management (Switzerland), an estimated $25M added.
  • The largest iShares Global Tech ETF seller in Q3 2022 was Envestnet Asset Management, an estimated $57.5M sold.

Based on aggregated 13F filings for Q3 2022.