iShares Global Tech ETF
207 hedge funds and large institutions have $1.3B invested in iShares Global Tech ETF in 2018 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 79 increasing their positions, 52 reducing their positions, and 36 closing their positions.
75% more funds holding in top 10
Funds holding in top 10: 4 → 7 (+3)
52% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 52
46.59% more ownership
Funds ownership: 312.12% → 358.71% (+47%)
11% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 36
1% more funds holding
Funds holding: 204 → 207 (+3)
2% less capital invested
Capital invested by funds: $1.32B → $1.3B (-$21.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$134M |
| 2 |
BlackRock
New York
|
+$44.5M |
| 3 |
LPL Financial
San Diego,
California
|
+$19.8M |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
+$13.1M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$7.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$26.2M |
| 2 |
B
Barings
Charlotte,
North Carolina
|
-$9.04M |
| 3 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$8.97M |
| 4 |
CIM
Cambria Investment Management
Manhattan Beach,
California
|
-$8.52M |
| 5 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
-$8.41M |
IXN Hedge Fund Activity: Q4 2018 in Review
207 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q4 2018, worth a combined $1.3B — down 1.6% from $1.32B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new IXN positions and 36 closed out — a net gain of 4 holders — while 79 added to existing stakes and 52 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $134M. The largest seller was JP Morgan Chase, cutting an estimated $26.2M.
- 207 institutional investors held iShares Global Tech ETF (IXN) as of Q4 2018, up from 204 in Q3 2018.
- Funds reported $1.3B of iShares Global Tech ETF stock for Q4 2018, down 1.6% quarter-over-quarter.
- 40 funds opened new iShares Global Tech ETF positions in Q4 2018 and 36 closed out, a net change of +4 holders.
- The largest iShares Global Tech ETF buyer in Q4 2018 was Envestnet Asset Management, an estimated $134M added.
- The largest iShares Global Tech ETF seller in Q4 2018 was JP Morgan Chase, an estimated $26.2M sold.
Based on aggregated 13F filings for Q4 2018.