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iShares Global Tech ETF

234 hedge funds and large institutions have $1.91B invested in iShares Global Tech ETF in 2019 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 97 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 13

94% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 50

47% more capital invested

Capital invested by funds: $1.3B → $1.91B (+$608M)

43.37% more ownership

Funds ownership: 358.71%402.07% (+43%)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

13% more funds holding

Funds holding: 207234 (+27)

Holders
234
Holders Change
+27
Holders Change %
+13.04%
% of All Funds
5.06%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.17%
New
42
Increased
97
Reduced
50
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$471M +$71.1M +2,682,906 +19%
BlackRock
2
BlackRock
New York
$183M +$43.2M +1,629,948 +34%
Bank of America
3
Bank of America
North Carolina
$135M +$2.39M +90,342 +2%
LPL Financial
4
LPL Financial
California
$95.5M +$8.01M +302,460 +10%
Fisher Asset Management
5
Fisher Asset Management
Washington
$73.5M +$4.88M +184,440 +8%
PAS
6
Park Avenue Securities
New York
$70.1M +$64.2M +2,425,170 New
Morgan Stanley
7
Morgan Stanley
New York
$57.3M +$7.01M +264,594 +15%
AG
8
Advisor Group
Arizona
$55.1M +$7.64M +288,594 +18%
CS
9
Credit Suisse
Switzerland
$49.6M +$5.8M +218,928 +14%
Goldman Sachs
10
Goldman Sachs
New York
$48.4M +$7.68M +290,070 +21%
Wells Fargo
11
Wells Fargo
California
$45M +$8.78M +331,548 +27%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$36.8M +$6.63M +250,314 +24%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$33M -$1.29M -48,612 -4%
UBS Group
14
UBS Group
Switzerland
$29.9M -$4.33M -163,494 -13%
Ameriprise
15
Ameriprise
Minnesota
$29.4M +$10.5M +396,654 +63%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$28.9M +$12.7M +480,018 +1,392%
MML Investors Services
17
MML Investors Services
Massachusetts
$27.6M +$4.6M +173,538 +22%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$24.1M +$4.94M +186,480 +28%
MPW
19
MA Private Wealth
California
$23.3M +$4.92M +185,910 +29%
UCFA
20
United Capital Financial Advisors
Texas
$22.9M +$7.08M +267,174 +50%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$19.4M +$6.84M +258,270 +97%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$19.3M +$3.69M +139,470 +26%
JP Morgan Chase
23
JP Morgan Chase
New York
$17.7M +$4.43M +167,406 +37%
BCM
24
Brookstone Capital Management
Illinois
$16.7M -$1.23M -46,512 -7%
PP
25
Patten & Patten
Tennessee
$16.7M -$31K -1,170 -0.2%

IXN Hedge Fund Activity: Q1 2019 in Review

234 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q1 2019, worth a combined $1.91B — up 47% from $1.3B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new IXN positions and 13 closed out — a net gain of 29 holders — while 97 added to existing stakes and 50 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $71.1M. The largest seller was Raymond James & Associates, cutting an estimated $6.69M.

  • 234 institutional investors held iShares Global Tech ETF (IXN) as of Q1 2019, up from 207 in Q4 2018.
  • Funds reported $1.91B of iShares Global Tech ETF stock for Q1 2019, up 47% quarter-over-quarter.
  • 42 funds opened new iShares Global Tech ETF positions in Q1 2019 and 13 closed out, a net change of +29 holders.
  • The largest iShares Global Tech ETF buyer in Q1 2019 was Envestnet Asset Management, an estimated $71.1M added.
  • The largest iShares Global Tech ETF seller in Q1 2019 was Raymond James & Associates, an estimated $6.69M sold.

Based on aggregated 13F filings for Q1 2019.