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iShares Global Tech ETF

457 hedge funds and large institutions have $4.1B invested in iShares Global Tech ETF in 2021 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 101 increasing their positions, 180 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 31

15% more funds holding

Funds holding: 396457 (+61)

0% less capital invested

Capital invested by funds: $4.11B → $4.1B (-$8.17M)

2.17% less ownership

Funds ownership: 71.27%69.1% (-2.2%)

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

44% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 180

Holders
457
Holders Change
+61
Holders Change %
+15.4%
% of All Funds
7.03%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
97
Increased
101
Reduced
180
Closed
31
Calls
$586K
Puts
Net Calls
+$586K
Net Calls Change
+$172K
Name Holding Trade Value Shares
Change
Change in
Stake
MLIC
176
Mandatum Life Insurance Company
Finland
$1.4M
FRA
177
Front Row Advisors
California
$1.36M -$18.7K -305 -1%
FCA
178
FLC Capital Advisors
California
$1.34M -$1.78M -29,032 -58%
National Bank of Canada
179
National Bank of Canada
Quebec, Canada
$1.33M +$1.27M +20,734 New
OPWM
180
Oxinas Partners Wealth Management
Indiana
$1.33M -$109K -1,771 -8%
KWM
181
Keebeck Wealth Management
Illinois
$1.3M -$490K -7,975 -28%
MGWM
182
Marks Group Wealth Management
Minnesota
$1.27M +$939K +15,285 +344%
TCA
183
Transcend Capital Advisors
New Jersey
$1.27M -$24.9K -406 -2%
Mariner
184
Mariner
Kansas
$1.27M +$1.21M +19,703 New
NFC
185
Northeast Financial Consultants
Connecticut
$1.24M
CAM
186
Concorde Asset Management
Michigan
$1.22M -$376K -6,125 -24%
Fidelity International
187
Fidelity International
Bermuda
$1.22M -$45K -733 -4%
PIMG
188
Patriot Investment Management Group
Tennessee
$1.21M
FWP
189
Firethorn Wealth Partners
Georgia
$1.2M +$1.15M +18,669 New
JMPWA
190
JP Morgan Private Wealth Advisors
California
$1.2M +$294K +4,791 +35%
FAIM
191
Financial Advocates Investment Management
Washington
$1.18M -$3.69K -60 -0.3%
Lido Advisors
192
Lido Advisors
California
$1.17M
AR
193
Apeiron RIA
Texas
$1.15M +$1.1M +17,846 New
VWM
194
Venturi Wealth Management
Texas
$1.11M -$507K -8,246 -32%
HAS
195
HBW Advisory Services
California
$1.1M +$1.05M +17,136 New
OWA
196
One Wealth Advisors
California
$1.08M +$306K +4,974 +42%
MCC
197
Money Concepts Capital
Florida
$1.08M +$1.03M +16,747 New
PAMG
198
Patton Albertson Miller Group
Tennessee
$1.07M +$108K +1,764 +12%
PNC Financial Services Group
199
PNC Financial Services Group
Pennsylvania
$1.05M +$53.4K +869 +6%
KM
200
Kalos Management
Georgia
$1.04M +$10K +163 +1%

IXN Hedge Fund Activity: Q4 2021 in Review

457 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q4 2021, worth a combined $4.1B — down 0.2% from $4.11B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new IXN positions and 31 closed out — a net gain of 66 holders — while 101 added to existing stakes and 180 trimmed.

The largest buyer was Pictet Asset Management (Switzerland), adding an estimated $21.7M. The largest seller was Envestnet Asset Management, cutting an estimated $282M.

  • 457 institutional investors held iShares Global Tech ETF (IXN) as of Q4 2021, up from 396 in Q3 2021.
  • Funds reported $4.1B of iShares Global Tech ETF stock for Q4 2021, down 0.2% quarter-over-quarter.
  • 97 funds opened new iShares Global Tech ETF positions in Q4 2021 and 31 closed out, a net change of +66 holders.
  • The largest iShares Global Tech ETF buyer in Q4 2021 was Pictet Asset Management (Switzerland), an estimated $21.7M added.
  • The largest iShares Global Tech ETF seller in Q4 2021 was Envestnet Asset Management, an estimated $282M sold.

Based on aggregated 13F filings for Q4 2021.