We are live on ! Find out more
IXN icon

iShares Global Tech ETF
IXN

234 hedge funds and large institutions have $1.91B invested in iShares Global Tech ETF in 2019 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 97 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 13

94% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 50

47% more capital invested

Capital invested by funds: $1.3B → $1.91B (+$608M)

43.37% more ownership

Funds ownership: 358.71% → 402.07% (+43%)

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

13% more funds holding

Funds holding: 207 → 234 (+27)

Holders
234
Holders Change
+27
Holders Change %
+13.04%
% of All Funds
5.06%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.17%
New
42
Increased
97
Reduced
50
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$71.1M
2
PAS
Park Avenue Securities
New York
+$64.2M
3
BlackRock
BlackRock
New York
+$43.2M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$12.7M
5
Ameriprise
Ameriprise
Minnesota
+$10.5M

Top Sellers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
-$6.69M
2
UBS Group
UBS Group
Switzerland
-$4.33M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.85M
4
RFO
RiverGlades Family Offices
Florida
-$2.78M
5
LBD
Landsberg Bennett & Dubbaneh
Florida
-$2.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
176
Cetera Investment Advisers
Illinois
$200K +$184K +6,966 New
DSI
177
Daiwa SB Investments
Japan
$190K +$132K +4,980 +296%
APC
178
Aspire Private Capital
North Carolina
$179K +$13.8K +522 +9%
William Blair & Company
179
William Blair & Company
Illinois
$158K – – –
RCAG
180
Rehmann Capital Advisory Group
Michigan
$156K +$145K +5,472 New
CCM
181
Cribstone Capital Management
Maine
$155K – – –
IA
182
IFP Advisors
Florida
$146K -$242K -9,132 -64%
GRP
183
Global Retirement Partners
California
$144K +$13.2K +498 +11%
ASN
184
Advisory Services Network
Georgia
$129K +$8.26K +312 +7%
RFC
185
Regions Financial Corp
Alabama
$107K – – –
GEA
186
Glen Eagle Advisors
New Jersey
$106K -$27K -1,020 -22%
CIAS
187
Capital Investment Advisory Services
North Carolina
$104K – – –
SF
188
Synovus Financial
Georgia
$98K +$3.02K +114 +3%
BBA
189
Braun-Bostich & Associates
Pennsylvania
$86K -$687K -25,938 -90%
TC
190
Truvestments Capital
Florida
$86K +$79.5K +3,000 New
EAM
191
Erste Asset Management
Austria
$85.5K – – –
VFA
192
Valeo Financial Advisors
Indiana
$84K -$119K -4,500 -60%
FGAM
193
Financial Gravity Asset Management
Texas
$83K +$75.8K +2,862 New
LWM
194
Lenox Wealth Management
Ohio
$79K +$14.8K +558 +25%
VC
195
Vestor Capital
Illinois
$75K – – –
WAP
196
Wealthcare Advisory Partners
Pennsylvania
$73K – – –
JFGIW
197
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$64K -$11.9K -450 -17%
CAM
198
Cresset Asset Management
Illinois
$64K +$54.8K +2,070 +1,232%
MSA
199
Marino Stram & Associates
Massachusetts
$63K -$87.1K -3,288 -60%
BMM
200
Buffington Mohr McNeal
Idaho
$60K +$55.6K +2,100 New
6 7
8
9 10

IXN Hedge Fund Activity: Q1 2019 in Review

234 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q1 2019, worth a combined $1.91B — up 47% from $1.3B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new IXN positions and 13 closed out — a net gain of 29 holders — while 97 added to existing stakes and 50 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $71.1M. The largest seller was Raymond James & Associates, cutting an estimated $6.69M.

  • 234 institutional investors held iShares Global Tech ETF (IXN) as of Q1 2019, up from 207 in Q4 2018.
  • Funds reported $1.91B of iShares Global Tech ETF stock for Q1 2019, up 47% quarter-over-quarter.
  • 42 funds opened new iShares Global Tech ETF positions in Q1 2019 and 13 closed out, a net change of +29 holders.
  • The largest iShares Global Tech ETF buyer in Q1 2019 was Envestnet Asset Management, an estimated $71.1M added.
  • The largest iShares Global Tech ETF seller in Q1 2019 was Raymond James & Associates, an estimated $6.69M sold.

Based on aggregated 13F filings for Q1 2019.