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iShares Global Tech ETF

443 hedge funds and large institutions have $2.09B invested in iShares Global Tech ETF in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 89 increasing their positions, 178 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

309% more call options, than puts

Call options by funds: $311K | Put options by funds: $76K

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

2.86% less ownership

Funds ownership: 49.37%46.51% (-2.9%)

3% less funds holding

Funds holding: 459443 (-16)

17% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 48

19% less capital invested

Capital invested by funds: $2.59B → $2.09B (-$505M)

50% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 178

Holders
443
Holders Change
-16
Holders Change %
-3.49%
% of All Funds
5.94%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
40
Increased
89
Reduced
178
Closed
48
Calls
$311K
Puts
$76K
Net Calls
+$235K
Net Calls Change
+$1.32M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
201
Congress Wealth Management
Massachusetts
$589K
JWCA
202
J.W. Cole Advisors
Florida
$568K +$252K +3,040 +68%
CIA
203
Concurrent Investment Advisors
Florida
$565K +$362K +4,372 +142%
GVAG
204
Great Valley Advisor Group
Delaware
$562K +$8.03K +97 +1%
AFA
205
Allium Financial Advisors
Oregon
$552K +$603K +7,286 New
MOS
206
MGO One Seven
Ohio
$546K -$41.2K -498 -6%
IAA
207
Independent Advisor Alliance
North Carolina
$539K -$233K -2,820 -28%
JIP
208
Jaffetilchin Investment Partners
Florida
$535K
MLIC
209
Mandatum Life Insurance Company
Finland
$534K -$184K -2,228 -24%
MAMG
210
Milestone Asset Management Group
Connecticut
$534K +$3.73K +45 +0.6%
OCPWS
211
One Charles Private Wealth Services
Massachusetts
$513K +$20.7K +250 +4%
SF
212
Safeguard Financial
Wisconsin
$505K +$552K +6,662 New
Fifth Third Bancorp
213
Fifth Third Bancorp
Ohio
$501K -$1.24K -15 -0.2%
DADC
214
D.A. Davidson & Co
Montana
$487K -$59.1K -714 -10%
SI
215
Stephens Inc
Arkansas
$487K
PAMG
216
Patton Albertson Miller Group
Tennessee
$485K -$3.31K -40 -0.6%
PWA
217
Physician Wealth Advisors
Utah
$482K +$1.57K +19 +0.3%
CA
218
Clearstead Advisors
Ohio
$481K -$810K -9,779 -61%
WCM
219
Windsor Capital Management
Arizona
$477K
WA
220
WealthTrust Axiom
Pennsylvania
$476K -$93.8K -1,133 -15%
RWP
221
RWA Wealth Partners
Massachusetts
$467K -$331 -4 -0.1%
SS
222
SBI Securities
Japan
$463K +$1.32K +16 +0.3%
IC
223
IEQ Capital
California
$461K +$503K +6,081 New
KTA
224
Keeley-Teton Advisors
Illinois
$454K
Cerity Partners
225
Cerity Partners
New York
$451K -$1.99K -24 -0.4%

IXN Hedge Fund Activity: Q1 2025 in Review

443 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q1 2025, worth a combined $2.09B — down 19% from $2.59B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of IXN and 40 opened new positions — a net loss of 8 holders — while 178 trimmed existing stakes and 89 added.

The largest buyer was PGIM Custom Harvest, adding an estimated $44.3M. The largest seller was Phoenix Financial, exiting entirely with an estimated $158M sold.

  • 443 institutional investors held iShares Global Tech ETF (IXN) as of Q1 2025, down from 459 in Q4 2024.
  • Funds reported $2.09B of iShares Global Tech ETF stock for Q1 2025, down 19% quarter-over-quarter.
  • 40 funds opened new iShares Global Tech ETF positions in Q1 2025 and 48 closed out, a net change of -8 holders.
  • The largest iShares Global Tech ETF buyer in Q1 2025 was PGIM Custom Harvest, an estimated $44.3M added.
  • The largest iShares Global Tech ETF seller in Q1 2025 was Phoenix Financial, an estimated $158M sold.

Based on aggregated 13F filings for Q1 2025.