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iShares Global Tech ETF
IXN

430 hedge funds and large institutions have $2.41B invested in iShares Global Tech ETF in 2024 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 120 increasing their positions, 135 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 38

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

7% more capital invested

Capital invested by funds: $2.24B → $2.41B (+$164M)

0% more funds holding

Funds holding: 428 → 430 (+2)

2.05% less ownership

Funds ownership: 48.88% → 46.83% (-2%)

11% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 135

Holders
430
Holders Change
+2
Holders Change %
+0.47%
% of All Funds
6.21%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
48
Increased
120
Reduced
135
Closed
38
Calls
$290K
Puts
–
Net Calls
+$290K
Net Calls Change
-$92K

Top Buyers

1
PCH
PGIM Custom Harvest
New Jersey
+$59M
2
PS
Portfolio Strategies
New York
+$26.8M
3
TI
Tidal Investments
Wisconsin
+$9.51M
4
VIA
Vickerman Investment Advisors
Washington
+$8.78M
5
SGWM
Sterling Group Wealth Management
California
+$7.83M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
-$79.8M
2
AssetMark Inc
AssetMark Inc
California
-$42.1M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$12.6M
4
Pictet Asset Management
Pictet Asset Management
Switzerland
-$9.58M
5
GF
Gimbal Financial
Indiana
-$9.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
151
Independent Financial Group
California
$1.31M +$388K +5,096 +48%
Marshall Wace
152
Marshall Wace
United Kingdom
$1.3M +$253K +3,317 +27%
NFP
153
Narus Financial Partners
Utah
$1.25M – – –
BOPW
154
Brandywine Oak Private Wealth
Pennsylvania
$1.23M – – –
OPWM
155
Oxinas Partners Wealth Management
Indiana
$1.22M -$179K -2,344 -14%
FAM
156
Forte Asset Management
New York
$1.21M -$177K -2,324 -14%
WFAG
157
Worth Financial Advisory Group
North Carolina
$1.21M -$8.99K -118 -0.8%
Fifth Third Bancorp
158
Fifth Third Bancorp
Ohio
$1.2M – – –
CAL
159
Capital Advisors Ltd
Ohio
$1.18M – – –
GWM
160
Geneos Wealth Management
Colorado
$1.14M -$1.22K -16 -0.1%
Focus Partners Wealth
161
Focus Partners Wealth
Massachusetts
$1.14M +$42.7K +561 +4%
JHP
162
James Hambro & Partners
United Kingdom
$1.13M – – –
AWE
163
Avidian Wealth Enterprises
Texas
$1.12M -$163K -2,144 -14%
PNC Financial Services Group
164
PNC Financial Services Group
Pennsylvania
$1.11M -$22.6K -296 -2%
SIC
165
Salem Investment Counselors
North Carolina
$1.09M – – –
E
166
ETFidea
New York
$1.06M -$53.7K -705 -5%
NFC
167
Northeast Financial Consultants
Connecticut
$1.06M – – –
AWM
168
Apollon Wealth Management
South Carolina
$1.05M -$206K -2,706 -18%
PSCM
169
Per Stirling Capital Management
Texas
$1.05M -$57.2K -751 -6%
HH
170
Hilltop Holdings
Texas
$1.04M -$91.4K -1,200 -9%
EFS
171
Essex Financial Services
Connecticut
$1.04M – – –
HA
172
Hanover Advisors
South Carolina
$1.01M +$28.6K +376 +3%
Cerity Partners
173
Cerity Partners
New York
$977K -$51.7K -679 -5%
MLIC
174
Mandatum Life Insurance Company
Finland
$965K -$108K -1,420 -11%
CWS
175
Cypress Wealth Services
California
$964K -$2.36K -31 -0.3%
5 6
7
8 9

IXN Hedge Fund Activity: Q2 2024 in Review

430 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q2 2024, worth a combined $2.41B — up 7.3% from $2.24B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new IXN positions and 38 closed out — a net gain of 10 holders — while 120 added to existing stakes and 135 trimmed.

The largest buyer was PGIM Custom Harvest, adding an estimated $59M. The largest seller was Fisher Asset Management, cutting an estimated $79.8M.

  • 430 institutional investors held iShares Global Tech ETF (IXN) as of Q2 2024, up from 428 in Q1 2024.
  • Funds reported $2.41B of iShares Global Tech ETF stock for Q2 2024, up 7.3% quarter-over-quarter.
  • 48 funds opened new iShares Global Tech ETF positions in Q2 2024 and 38 closed out, a net change of +10 holders.
  • The largest iShares Global Tech ETF buyer in Q2 2024 was PGIM Custom Harvest, an estimated $59M added.
  • The largest iShares Global Tech ETF seller in Q2 2024 was Fisher Asset Management, an estimated $79.8M sold.

Based on aggregated 13F filings for Q2 2024.