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iShares Global Tech ETF
IXN

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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
204
Holders Change
+38
Holders Change %
+22.89%
% of All Funds
4.66%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
52
Increased
67
Reduced
33
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$249M
2
BlackRock
BlackRock
New York
+$71.5M
3
LPL Financial
LPL Financial
California
+$54.3M
4
AG
Advisor Group
Arizona
+$29.8M
5
Morgan Stanley
Morgan Stanley
New York
+$24.8M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$124M
2
NR
Newfound Research
Massachusetts
-$3.76M
3
ACP
Aveo Capital Partners
Colorado
-$2.19M
4
PWM
Perigon Wealth Management
California
-$1M
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$856K
Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
201
Wealthspire Advisors (Maryland)
Maryland
$1K – – –
APSP
202
Asset Planning Services (Pennsylvania)
Pennsylvania
$1K +$1.37K +48 New
FRA
203
Front Row Advisors
California
$605 -$21.8K -762 -3%
ACP
204
Aveo Capital Partners
Colorado
– -$2.19M -79,740 Closed
MCM
205
MAI Capital Management
Ohio
– -$526K -19,200 Closed
GA
206
GFS Advisors
Texas
– -$418K -15,240 Closed
NFC
207
Northeast Financial Consultants
Connecticut
– -$264K -9,642 Closed
F
208
F3Logic
Minnesota
– -$231K -8,418 Closed
SEI Investments
209
SEI Investments
Pennsylvania
– -$127K -4,638 Closed
CF
210
Centaurus Financial
California
– -$98K -3,570 Closed
CPA
211
Clear Perspective Advisors
Illinois
– -$49K -1,800 Closed
CIBC Private Wealth Group
212
CIBC Private Wealth Group
Georgia
– -$36K -1,314 Closed
FMII
213
Farmers & Merchants Investments Inc
Nebraska
– -$26K -960 Closed
TCOV
214
Trust Company of Vermont
Vermont
– -$8K -306 Closed
GBBWRPM
215
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
– -$4K -144 Closed
CWA
216
Clarus Wealth Advisors
Arizona
– -$1K -36 Closed
5 6 7 8
9

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.