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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
KWM
201
Keebeck Wealth Management
Illinois
$651K +$602K +13,020 New
W
202
WealthOne
New York
$650K +$116K +2,508 +24%
DWM
203
Dakota Wealth Management
Florida
$638K +$277 +6 +0%
VC
204
Veracity Capital
Georgia
$636K -$49.4K -1,068 -8%
BMA
205
Brooks Moore & Associates
Tennessee
$630K
JWCA
206
J.W. Cole Advisors
Florida
$617K -$114K -2,460 -17%
UCFA
207
United Capital Financial Advisors
Texas
$604K +$25.2K +546 +5%
KWA
208
KCS Wealth Advisory
California
$595K -$33.8K -732 -6%
SW
209
SteelPeak Wealth
California
$591K -$5.94M -128,382 -92%
BSW
210
Buckingham Strategic Wealth
Missouri
$587K +$34.7K +750 +7%
RJT
211
Raymond James Trust
Florida
$565K +$6.93K +150 +1%
PWAP
212
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$564K -$72.1K -1,560 -12%
Bessemer Group
213
Bessemer Group
New Jersey
$559K -$104K -2,250 -17%
MIH
214
Meitav Investment House
Israel
$559K +$20.5K +444 +4%
MFW
215
Meristem Family Wealth
Minnesota
$547K
FIA
216
Foundations Investment Advisors
Arizona
$539K +$490K +10,596 New
TCWA
217
Ten Capital Wealth Advisors
Washington
$531K -$133K -2,886 -21%
JWS
218
Juncture Wealth Strategies
Arizona
$530K -$29.4K -636 -6%
TPWA
219
TRUE Private Wealth Advisors
Oregon
$522K -$334K -7,224 -41%
GWM
220
Geneos Wealth Management
Colorado
$513K -$35.2K -762 -7%
DAS
221
Dynamic Advisor Solutions
Arizona
$489K -$48.5K -1,050 -10%
GSWM
222
Golden State Wealth Management
California
$475K +$128K +2,772 +41%
SI
223
Stephens Inc
Arkansas
$473K +$437K +9,462 New
CFG
224
Cooper Financial Group
California
$469K -$46.6K -1,008 -10%
FCA
225
FinTrust Capital Advisors
South Carolina
$454K -$34.1K -738 -8%

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.