iShares Global Tech ETF
204 hedge funds and large institutions have $1.32B invested in iShares Global Tech ETF in 2018 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 67 increasing their positions, 33 reducing their positions, and 13 closing their positions.
300% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 13
103% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 33
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
90% more capital invested
Capital invested by funds: $697M → $1.32B (+$625M)
82.09% more ownership
Funds ownership: 230.03% → 312.12% (+82%)
23% more funds holding
Funds holding: 166 → 204 (+38)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$249M |
| 2 |
BlackRock
New York
|
+$71.5M |
| 3 |
LPL Financial
San Diego,
California
|
+$54.3M |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
+$29.8M |
| 5 |
Morgan Stanley
New York
|
+$24.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$124M |
| 2 |
NR
Newfound Research
Wellesley Hills,
Massachusetts
|
-$3.76M |
| 3 |
ACP
Aveo Capital Partners
Englewood,
Colorado
|
-$2.19M |
| 4 |
PWM
Perigon Wealth Management
San Francisco,
California
|
-$1M |
| 5 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$856K |
IXN Hedge Fund Activity: Q3 2018 in Review
204 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q3 2018, worth a combined $1.32B — up 90% from $697M a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new IXN positions and 13 closed out — a net gain of 39 holders — while 67 added to existing stakes and 33 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $249M. The largest seller was AssetMark Inc, cutting an estimated $124M.
- 204 institutional investors held iShares Global Tech ETF (IXN) as of Q3 2018, up from 166 in Q2 2018.
- Funds reported $1.32B of iShares Global Tech ETF stock for Q3 2018, up 90% quarter-over-quarter.
- 52 funds opened new iShares Global Tech ETF positions in Q3 2018 and 13 closed out, a net change of +39 holders.
- The largest iShares Global Tech ETF buyer in Q3 2018 was Envestnet Asset Management, an estimated $249M added.
- The largest iShares Global Tech ETF seller in Q3 2018 was AssetMark Inc, an estimated $124M sold.
Based on aggregated 13F filings for Q3 2018.