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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
FPS
201
Fieldpoint Private Securities
Connecticut
$60K +$55.6K +2,100 New
ME
202
McIlrath & Eck
Washington
$54K – – –
SC
203
Sawyer & Company
Massachusetts
$43K – – –
FHA
204
First Horizon Advisors
Tennessee
$41K +$16.7K +630 +76%
FHA
205
Flagship Harbor Advisors
Massachusetts
$36K – – –
EFSCE
206
Enterprise Financial Services Corp (EFSC)
Missouri
$34K – – –
SFA
207
Stewardship Financial Advisors
Georgia
$34K – – –
CTC
208
Central Trust Company
Missouri
$31K – – –
1NWS
209
1 North Wealth Services
Maryland
$30K – – –
KFS
210
Kelly Financial Services
Massachusetts
$28.7K +$26.7K +1,008 New
TCM
211
TD Capital Management
Tennessee
$28K +$2.38K +90 +10%
APA
212
American Portfolios Advisors
New York
$27.4K +$3.18K +120 +14%
MRCM
213
M&R Capital Management
New Jersey
$25K – – –
ATC
214
Adirondack Trust Company
New York
$21K – – –
CAPTRUST Financial Advisors
215
CAPTRUST Financial Advisors
North Carolina
$21K +$19.2K +726 New
ESB
216
Essex Savings Bank
Connecticut
$20K – – –
JCM
217
Jacobi Capital Management
Pennsylvania
$19K – – –
TFGT
218
TS Financial Group (TSFG)
Illinois
$18K +$16.7K +630 New
SWP
219
Strategic Wealth Partners
Ohio
$18K +$16.8K +636 New
RFA
220
Reilly Financial Advisors
California
$17K – – –
RCA
221
Rowland Carmichael Advisors
Arizona
$17K +$16.2K +612 New
AssetMark Inc
222
AssetMark Inc
California
$15K – – –
SIS
223
Sound Income Strategies
Florida
$15K – – –
AF
224
Allworth Financial
California
$12K +$11.1K +420 New
RFM
225
Royal Fund Management
Florida
$12K +$11.3K +426 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.