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iShares Global Tech ETF

370 hedge funds and large institutions have $3.46B invested in iShares Global Tech ETF in 2020 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 127 increasing their positions, 119 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 26

56% more funds holding in top 10

Funds holding in top 10: 914 (+5)

19% more capital invested

Capital invested by funds: $2.9B → $3.46B (+$554M)

17.05% more ownership

Funds ownership: 395.96%413.01% (+17%)

10% more funds holding

Funds holding: 335370 (+35)

7% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 119

Holders
370
Holders Change
+35
Holders Change %
+10.45%
% of All Funds
6.55%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.25%
New
66
Increased
127
Reduced
119
Closed
26
Calls
$240K
Puts
Net Calls
+$240K
Net Calls Change
+$4.34M
Name Holding Trade Value Shares
Change
Change in
Stake
NFC
176
Northeast Financial Consultants
Connecticut
$960K +$296K +6,402 +50%
PIMG
177
Patriot Investment Management Group
Tennessee
$951K
CWM
178
Cornerstone Wealth Management
Missouri
$943K -$90.2K -1,950 -9%
PCG
179
Private Capital Group
Connecticut
$883K +$66.6K +1,440 +9%
IA
180
IFP Advisors
Florida
$879K +$125K +2,706 +18%
SAM
181
Strategy Asset Managers
California
$834K -$159K -3,438 -17%
Chevy Chase Trust
182
Chevy Chase Trust
Maryland
$827K +$21.9K +474 +3%
PA
183
PFG Advisors
Arizona
$823K -$251K -5,424 -25%
EIP
184
Ellis Investment Partners
Pennsylvania
$800K +$1.11K +24 +0.2%
AWE
185
Avidian Wealth Enterprises
Texas
$758K -$10.5K -228 -1%
SWM
186
SigFig Wealth Management
California
$752K +$161K +3,474 +30%
CAL
187
Capital Advisors Ltd
Ohio
$750K
FA
188
FDx Advisors
Illinois
$745K +$689K +14,898 New
PPP
189
Private Portfolio Partners
New Jersey
$720K -$41.1K -888 -6%
CCA
190
Clearwater Capital Advisors
Illinois
$706K -$323K -6,978 -33%
HH
191
Hilltop Holdings
Texas
$690K
JHP
192
James Hambro & Partners
United Kingdom
$684K
US Bancorp
193
US Bancorp
Minnesota
$682K -$2.5K -54 -0.4%
MCC
194
Money Concepts Capital
Florida
$682K +$631K +13,644 New
AG
195
Aperio Group
California
$678K +$626K +13,548 New
Schroder Investment Management Group
196
Schroder Investment Management Group
United Kingdom
$676K -$155K -3,360 -20%
JMPWA
197
JP Morgan Private Wealth Advisors
California
$670K +$174K +3,756 +39%
IWM
198
IHT Wealth Management
Illinois
$662K -$38.3K -828 -6%
SIC
199
Salem Investment Counselors
North Carolina
$660K
WIA
200
World Investment Advisors
California
$658K +$564K +12,204 New

IXN Hedge Fund Activity: Q4 2020 in Review

370 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q4 2020, worth a combined $3.46B — up 19% from $2.9B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new IXN positions and 26 closed out — a net gain of 40 holders — while 127 added to existing stakes and 119 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $49.5M. The largest seller was Fisher Asset Management, cutting an estimated $36.8M.

  • 370 institutional investors held iShares Global Tech ETF (IXN) as of Q4 2020, up from 335 in Q3 2020.
  • Funds reported $3.46B of iShares Global Tech ETF stock for Q4 2020, up 19% quarter-over-quarter.
  • 66 funds opened new iShares Global Tech ETF positions in Q4 2020 and 26 closed out, a net change of +40 holders.
  • The largest iShares Global Tech ETF buyer in Q4 2020 was Morgan Stanley, an estimated $49.5M added.
  • The largest iShares Global Tech ETF seller in Q4 2020 was Fisher Asset Management, an estimated $36.8M sold.

Based on aggregated 13F filings for Q4 2020.