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iShares Global Tech ETF

370 hedge funds and large institutions have $3.46B invested in iShares Global Tech ETF in 2020 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 127 increasing their positions, 119 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 26

56% more funds holding in top 10

Funds holding in top 10: 914 (+5)

19% more capital invested

Capital invested by funds: $2.9B → $3.46B (+$554M)

17.05% more ownership

Funds ownership: 395.96%413.01% (+17%)

10% more funds holding

Funds holding: 335370 (+35)

7% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 119

Holders
370
Holders Change
+35
Holders Change %
+10.45%
% of All Funds
6.55%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.25%
New
66
Increased
127
Reduced
119
Closed
26
Calls
$240K
Puts
Net Calls
+$240K
Net Calls Change
+$4.34M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$708M +$13.7M +295,998 +2%
BlackRock
2
BlackRock
New York
$244M +$5.59M +120,876 +3%
Bank of America
3
Bank of America
North Carolina
$215M +$1.94M +41,898 +1%
AssetMark Inc
4
AssetMark Inc
California
$163M +$21.5M +464,862 +17%
Fisher Asset Management
5
Fisher Asset Management
Washington
$162M -$36.8M -795,396 -20%
LPL Financial
6
LPL Financial
California
$161M +$11.2M +243,222 +8%
Morgan Stanley
7
Morgan Stanley
New York
$138M +$49.5M +1,071,372 +63%
JP Morgan Chase
8
JP Morgan Chase
New York
$113M +$23.9M +516,594 +30%
Osaic Holdings
9
Osaic Holdings
Arizona
$96.6M +$5.45M +117,768 +7%
Goldman Sachs
10
Goldman Sachs
New York
$92.9M +$3.91M +84,480 +5%
PAS
11
Park Avenue Securities
New York
$76.7M +$65.7K +1,422 +0.1%
CS
12
Credit Suisse
Switzerland
$76.2M
Wells Fargo
13
Wells Fargo
California
$67.6M -$1.56M -33,720 -2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$66.4M +$2.31M +49,998 +4%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$54.6M -$1.74M -37,692 -3%
Ameriprise
16
Ameriprise
Minnesota
$43.9M +$2.04M +44,226 +5%
DZ Bank
17
DZ Bank
Germany
$43.5M +$23.4M +505,398 +139%
UBS Group
18
UBS Group
Switzerland
$42.6M -$1.79M -38,808 -4%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$38.5M +$5.79M +125,220 +19%
MML Investors Services
20
MML Investors Services
Massachusetts
$36.7M +$1.61M +34,734 +5%
PA
21
Parallel Advisors
California
$34.1M +$657K +14,202 +2%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$28.9M
PP
23
Patten & Patten
Tennessee
$28.5M -$47.2K -1,020 -0.2%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$27.4M -$727K -15,714 -6%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$25.7M +$811K +17,550 +4%

IXN Hedge Fund Activity: Q4 2020 in Review

370 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q4 2020, worth a combined $3.46B — up 19% from $2.9B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new IXN positions and 26 closed out — a net gain of 40 holders — while 127 added to existing stakes and 119 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $49.5M. The largest seller was Fisher Asset Management, cutting an estimated $36.8M.

  • 370 institutional investors held iShares Global Tech ETF (IXN) as of Q4 2020, up from 335 in Q3 2020.
  • Funds reported $3.46B of iShares Global Tech ETF stock for Q4 2020, up 19% quarter-over-quarter.
  • 66 funds opened new iShares Global Tech ETF positions in Q4 2020 and 26 closed out, a net change of +40 holders.
  • The largest iShares Global Tech ETF buyer in Q4 2020 was Morgan Stanley, an estimated $49.5M added.
  • The largest iShares Global Tech ETF seller in Q4 2020 was Fisher Asset Management, an estimated $36.8M sold.

Based on aggregated 13F filings for Q4 2020.