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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
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$254M +$249M +8,693,640 New
Bank of America
2
Bank of America
North Carolina
$135M +$6.86M +239,838 +5%
BlackRock
3
BlackRock
New York
$90.2M +$71.5M +2,499,048 +423%
LPL Financial
4
LPL Financial
California
$66.9M +$54.3M +1,897,734 +481%
Fisher Asset Management
5
Fisher Asset Management
Washington
$61.9M +$14M +489,246 +30%
Morgan Stanley
6
Morgan Stanley
New York
$47.3M +$24.8M +868,116 +115%
CS
7
Credit Suisse
Switzerland
$43.4M +$13.4M +470,334 +46%
JP Morgan Chase
8
JP Morgan Chase
New York
$42.4M +$22.4M +782,094 +117%
UBS Group
9
UBS Group
Switzerland
$36.4M +$10.1M +351,612 +39%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$34.3M +$491K +17,166 +1%
Goldman Sachs
11
Goldman Sachs
New York
$34M +$17.4M +607,068 +109%
AG
12
Advisor Group
Arizona
$33.3M +$29.8M +1,041,096 +1,037%
Wells Fargo
13
Wells Fargo
California
$29.6M +$11.4M +399,216 +65%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$25.3M +$24.2M +846,492 +4,472%
RJA
15
Raymond James & Associates
Florida
$18.7M +$1.8M +63,000 +11%
BCM
16
Brookstone Capital Management
Illinois
$18.5M +$16.2M +566,064 +835%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$18.3M +$11.2M +392,670 +169%
CA
18
Commerzbank Aktiengesellschaft
Germany
$17.7M – – –
PP
19
Patten & Patten
Tennessee
$17.4M +$1.27M +44,490 +8%
AI
20
Atria Investments
North Carolina
$16.4M +$16.1M +562,650 New
MML Investors Services
21
MML Investors Services
Massachusetts
$14.9M +$11.6M +406,452 +392%
Ameriprise
22
Ameriprise
Minnesota
$13.8M +$9.29M +325,026 +222%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$12.4M +$8.9M +311,178 +272%
B
24
Barings
North Carolina
$9.04M +$236K +8,250 +3%
NR
25
Newfound Research
Massachusetts
$8.8M -$3.76M -131,376 -30%
1
2 3 4 5

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.