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iShares Global Tech ETF
IXN

207 hedge funds and large institutions have $1.3B invested in iShares Global Tech ETF in 2018 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 79 increasing their positions, 52 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more funds holding in top 10

Funds holding in top 10: 4 → 7 (+3)

52% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 52

46.59% more ownership

Funds ownership: 312.12% → 358.71% (+47%)

11% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 36

1% more funds holding

Funds holding: 204 → 207 (+3)

2% less capital invested

Capital invested by funds: $1.32B → $1.3B (-$21.6M)

Holders
207
Holders Change
+3
Holders Change %
+1.47%
% of All Funds
4.61%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.16%
New
40
Increased
79
Reduced
52
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$134M
2
BlackRock
BlackRock
New York
+$44.5M
3
LPL Financial
LPL Financial
California
+$19.8M
4
AG
Advisor Group
Arizona
+$13.1M
5
MML Investors Services
MML Investors Services
Massachusetts
+$7.44M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$26.2M
2
B
Barings
North Carolina
-$9.04M
3
AI
Atria Investments
North Carolina
-$8.97M
4
CIM
Cambria Investment Management
California
-$8.52M
5
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
-$8.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
VC
176
Vestor Capital
Illinois
$63K – – –
WAP
177
Wealthcare Advisory Partners
Pennsylvania
$61K +$12.7K +486 +24%
LWM
178
Lenox Wealth Management
Ohio
$53K +$16.8K +642 +41%
ME
179
McIlrath & Eck
Washington
$45K – – –
DSI
180
Daiwa SB Investments
Japan
$40K -$108K -4,140 -71%
SC
181
Sawyer & Company
Massachusetts
$36K – – –
FHA
182
Flagship Harbor Advisors
Massachusetts
$30K -$284K -10,872 -89%
EFSCE
183
Enterprise Financial Services Corp (EFSC)
Missouri
$29K – – –
SFA
184
Stewardship Financial Advisors
Georgia
$28K – – –
CTC
185
Central Trust Company
Missouri
$26K +$14.1K +540 +100%
1NWS
186
1 North Wealth Services
Maryland
$25K +$27.6K +1,056 New
TCM
187
TD Capital Management
Tennessee
$21K +$2.2K +84 +11%
APA
188
American Portfolios Advisors
New York
$20.2K -$6.27K -240 -22%
MRCM
189
M&R Capital Management
New Jersey
$19K +$157 +6 +0.7%
FHA
190
First Horizon Advisors
Tennessee
$19K +$941 +36 +5%
ESB
191
Essex Savings Bank
Connecticut
$17K +$18K +690 New
ATC
192
Adirondack Trust Company
New York
$16K – – –
JCM
193
Jacobi Capital Management
Pennsylvania
$16K +$157 +6 +0.9%
Chevy Chase Trust
194
Chevy Chase Trust
Maryland
$15K +$16K +612 New
RFA
195
Reilly Financial Advisors
California
$14K – – –
SFSIG
196
San Francisco Sentry Investment Group
California
$14K – – –
AssetMark Inc
197
AssetMark Inc
California
$13K -$7.37K -282 -35%
SIS
198
Sound Income Strategies
Florida
$12K – – –
DWA
199
Dougherty Wealth Advisers
Minnesota
$8K +$7.84K +300 New
BFEC
200
Benjamin F. Edwards & Company
Missouri
$5K +$5.49K +210 New
6 7
8
9 10

IXN Hedge Fund Activity: Q4 2018 in Review

207 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q4 2018, worth a combined $1.3B — down 1.6% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IXN positions and 36 closed out — a net gain of 4 holders — while 79 added to existing stakes and 52 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $134M. The largest seller was JP Morgan Chase, cutting an estimated $26.2M.

  • 207 institutional investors held iShares Global Tech ETF (IXN) as of Q4 2018, up from 204 in Q3 2018.
  • Funds reported $1.3B of iShares Global Tech ETF stock for Q4 2018, down 1.6% quarter-over-quarter.
  • 40 funds opened new iShares Global Tech ETF positions in Q4 2018 and 36 closed out, a net change of +4 holders.
  • The largest iShares Global Tech ETF buyer in Q4 2018 was Envestnet Asset Management, an estimated $134M added.
  • The largest iShares Global Tech ETF seller in Q4 2018 was JP Morgan Chase, an estimated $26.2M sold.

Based on aggregated 13F filings for Q4 2018.