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iShares Global Tech ETF

90 hedge funds and large institutions have $241M invested in iShares Global Tech ETF in 2015 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 34 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.98% more ownership

Funds ownership: 175.43%180.41% (+5%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 9690 (-6)

6% less capital invested

Capital invested by funds: $257M → $241M (-$16.2M)

26% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 34

33% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 15

Holders
90
Holders Change
-6
Holders Change %
-6.25%
% of All Funds
2.51%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
25
Reduced
34
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$44.3M -$461K -29,484 -1%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$22.4M -$736K -47,094 -3%
SG Americas Securities
3
SG Americas Securities
New York
$19.2M +$3.73M +238,482 +23%
UBS Group
4
UBS Group
Switzerland
$14.5M +$2.04M +130,668 +16%
BlackRock
5
BlackRock
New York
$12.8M -$866K -55,410 -6%
Morgan Stanley
6
Morgan Stanley
New York
$12.7M +$64.6K +4,134 +0.5%
Wells Fargo
7
Wells Fargo
California
$11M -$877K -56,064 -7%
Fisher Asset Management
8
Fisher Asset Management
Washington
$10.2M +$426K +27,222 +4%
PP
9
Patten & Patten
Tennessee
$8.59M -$85K -5,436 -0.9%
FGA
10
Flood Gamble Associates
New York
$6.9M -$21.1K -1,350 -0.3%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$6.79M +$3.28M +209,838 +86%
Fifth Third Bancorp
12
Fifth Third Bancorp
Ohio
$5.23M -$1.03M -65,670 -16%
SCM
13
SOL Capital Management
Maryland
$5.13M +$854K +54,600 +19%
Jane Street
14
Jane Street
New York
$3.74M -$2.26M -144,234 -37%
UOC
15
UBS O'Connor
Illinois
$3.61M +$3.77M +241,002 New
CA
16
Commerzbank Aktiengesellschaft
Germany
$3.19M +$3.32M +212,400 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$2.98M -$30.6K -1,956 -1%
SC
18
Scotia Capital
Ontario, Canada
$2.95M +$213K +13,626 +7%
X
19
Xponance
Pennsylvania
$2.61M +$339K +21,678 +14%
LPL Financial
20
LPL Financial
California
$2.52M -$1.2M -76,938 -32%
JIC
21
Johnson Investment Counsel
Ohio
$2.43M +$429K +27,420 +20%
Goldman Sachs
22
Goldman Sachs
New York
$2.12M +$1.49M +95,028 +204%
NPC
23
National Planning Corporation
California
$2M +$18.4K +1,176 +1%
JWS
24
Juncture Wealth Strategies
Arizona
$1.91M -$198K -12,648 -9%
CC
25
Courier Capital
New York
$1.73M -$46.9K -3,000 -3%

IXN Hedge Fund Activity: Q3 2015 in Review

90 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q3 2015, worth a combined $241M — down 6.3% from $257M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of IXN and 10 opened new positions — a net loss of 5 holders — while 34 trimmed existing stakes and 25 added.

The largest buyer was UBS O'Connor, opening a new position worth an estimated $3.77M. The largest seller was Brookstone Capital Management, exiting entirely with an estimated $3.19M sold.

  • 90 institutional investors held iShares Global Tech ETF (IXN) as of Q3 2015, down from 96 in Q2 2015.
  • Funds reported $241M of iShares Global Tech ETF stock for Q3 2015, down 6.3% quarter-over-quarter.
  • 10 funds opened new iShares Global Tech ETF positions in Q3 2015 and 15 closed out, a net change of -5 holders.
  • The largest iShares Global Tech ETF buyer in Q3 2015 was UBS O'Connor, an estimated $3.77M added.
  • The largest iShares Global Tech ETF seller in Q3 2015 was Brookstone Capital Management, an estimated $3.19M sold.

Based on aggregated 13F filings for Q3 2015.