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iShares Global Tech ETF

442 hedge funds and large institutions have $2.55B invested in iShares Global Tech ETF in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 105 increasing their positions, 146 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

840% more call options, than puts

Call options by funds: $470K | Put options by funds: $50K

63% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 24

6% more capital invested

Capital invested by funds: $2.41B → $2.55B (+$148M)

3% more funds holding

Funds holding: 430442 (+12)

2.72% more ownership

Funds ownership: 46.83%49.56% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

28% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 146

Holders
442
Holders Change
+12
Holders Change %
+2.79%
% of All Funds
6.35%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
39
Increased
105
Reduced
146
Closed
24
Calls
$470K
Puts
$50K
Net Calls
+$420K
Net Calls Change
+$130K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
151
Envestnet Portfolio Solutions
Illinois
$1.38M -$35.8K -443 -3%
CWM
152
Certus Wealth Management
California
$1.36M -$1.15M -14,203 -46%
MSA
153
Marino Stram & Associates
Massachusetts
$1.32M -$50K -619 -4%
MWM
154
Meridian Wealth Management
Kentucky
$1.32M +$1.29M +16,010 New
BOPW
155
Brandywine Oak Private Wealth
Pennsylvania
$1.23M
WFAG
156
Worth Financial Advisory Group
North Carolina
$1.21M +$1.94K +24 +0.2%
FAM
157
Forte Asset Management
New York
$1.21M
OPWM
158
Oxinas Partners Wealth Management
Indiana
$1.2M -$12.1K -150 -1%
CAL
159
Capital Advisors Ltd
Ohio
$1.18M
EFS
160
Essex Financial Services
Connecticut
$1.15M -$3.07K -38 -0.3%
AWE
161
Avidian Wealth Enterprises
Texas
$1.12M +$646 +8 +0.1%
GWM
162
Geneos Wealth Management
Colorado
$1.1M -$37.4K -463 -3%
PNC Financial Services Group
163
PNC Financial Services Group
Pennsylvania
$1.09M -$17.2K -213 -2%
SIC
164
Salem Investment Counselors
North Carolina
$1.09M
D.E. Shaw & Co
165
D.E. Shaw & Co
New York
$1.08M +$1.06M +13,126 New
JHP
166
James Hambro & Partners
United Kingdom
$1.08M -$48.5K -600 -4%
HA
167
Hanover Advisors
South Carolina
$1.06M +$55.5K +687 +6%
AWM
168
Apollon Wealth Management
South Carolina
$1.05M +$6.46K +80 +0.6%
PGF
169
Plan Group Financial
Oklahoma
$1.05M +$1.03M +12,702 New
PSCM
170
Per Stirling Capital Management
Texas
$1.04M
HH
171
Hilltop Holdings
Texas
$1.04M
E
172
ETFidea
New York
$1.01M -$41.7K -516 -4%
GC
173
Guidance Capital
Kentucky
$1.01M +$131K +1,620 +15%
NFC
174
Northeast Financial Consultants
Connecticut
$1.01M -$48.5K -600 -5%
TSWM
175
Tyler-Stone Wealth Management
Ohio
$1M +$472K +5,845 +92%

IXN Hedge Fund Activity: Q3 2024 in Review

442 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q3 2024, worth a combined $2.55B — up 6.1% from $2.41B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new IXN positions and 24 closed out — a net gain of 15 holders — while 105 added to existing stakes and 146 trimmed.

The largest buyer was Phoenix Financial, adding an estimated $96.9M. The largest seller was Bank of America, cutting an estimated $15.7M.

  • 442 institutional investors held iShares Global Tech ETF (IXN) as of Q3 2024, up from 430 in Q2 2024.
  • Funds reported $2.55B of iShares Global Tech ETF stock for Q3 2024, up 6.1% quarter-over-quarter.
  • 39 funds opened new iShares Global Tech ETF positions in Q3 2024 and 24 closed out, a net change of +15 holders.
  • The largest iShares Global Tech ETF buyer in Q3 2024 was Phoenix Financial, an estimated $96.9M added.
  • The largest iShares Global Tech ETF seller in Q3 2024 was Bank of America, an estimated $15.7M sold.

Based on aggregated 13F filings for Q3 2024.