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iShares Global Tech ETF

364 hedge funds and large institutions have $2.82B invested in iShares Global Tech ETF in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 65 increasing their positions, 177 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

376% more call options, than puts

Call options by funds: $233K | Put options by funds: $49K

86% more capital invested

Capital invested by funds: $1.52B → $2.82B (+$1.3B)

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

0.94% more ownership

Funds ownership: 55.34%56.27% (+0.94%)

5% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 56

3% less funds holding

Funds holding: 374364 (-10)

63% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 177

Holders
364
Holders Change
-10
Holders Change %
-2.67%
% of All Funds
5.85%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
53
Increased
65
Reduced
177
Closed
56
Calls
$233K
Puts
$49K
Net Calls
+$184K
Net Calls Change
+$1.98M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
Arete Wealth Advisors
Illinois
$1.29B -$12.3K -270 -0.9%
Fisher Asset Management
2
Fisher Asset Management
Washington
$259M +$23.1M +507,226 +10%
JP Morgan Chase
3
JP Morgan Chase
New York
$124M +$7.7M +168,809 +7%
Bank of America
4
Bank of America
North Carolina
$113M -$4.02M -88,156 -3%
CS
5
Credit Suisse
Switzerland
$100M +$1.03M +22,661 +1%
Jane Street
6
Jane Street
New York
$86.5M +$48.7M +1,067,763 +124%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$56.8M +$2.11M +46,178 +4%
Goldman Sachs
8
Goldman Sachs
New York
$53.3M -$792K -17,376 -1%
Morgan Stanley
9
Morgan Stanley
New York
$52.5M -$8.75M -191,787 -14%
Wells Fargo
10
Wells Fargo
California
$47.4M -$9.49M -208,030 -16%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$42.3M +$12.7M +279,422 +49%
LPL Financial
12
LPL Financial
California
$41.2M -$7.83M -171,790 -16%
Ameriprise
13
Ameriprise
Minnesota
$31.6M -$1.34M -29,442 -4%
BlackRock
14
BlackRock
New York
$28.8M -$33.9M -742,875 -54%
UBS Group
15
UBS Group
Switzerland
$28.7M +$167K +3,655 +0.6%
PAMS
16
Pictet Asset Management (Switzerland)
Switzerland
$23.2M -$28.9M -634,100 -55%
PP
17
Patten & Patten
Tennessee
$22.8M -$452K -9,907 -2%
Bessemer Group
18
Bessemer Group
New Jersey
$17.7M +$12M +262,380 +197%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$15M -$1.35M -29,496 -8%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$14.6M -$2.37M -51,910 -14%
OMC
21
Old Mission Capital
Illinois
$14.3M +$13.9M +305,286 +2,378%
Osaic Holdings
22
Osaic Holdings
Arizona
$11.6M -$5.26M -115,383 -31%
PA
23
Parallel Advisors
California
$10.9M -$2.46M -53,915 -18%
SC
24
Scotia Capital
Ontario, Canada
$10.4M -$164K -3,593 -2%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$9.76M -$1.96M -43,087 -17%

IXN Hedge Fund Activity: Q4 2022 in Review

364 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q4 2022, worth a combined $2.82B — up 86% from $1.52B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of IXN and 53 opened new positions — a net loss of 3 holders — while 177 trimmed existing stakes and 65 added.

The largest buyer was Jane Street, adding an estimated $48.7M. The largest seller was Envestnet Asset Management, cutting an estimated $42M.

  • 364 institutional investors held iShares Global Tech ETF (IXN) as of Q4 2022, down from 374 in Q3 2022.
  • Funds reported $2.82B of iShares Global Tech ETF stock for Q4 2022, up 86% quarter-over-quarter.
  • 53 funds opened new iShares Global Tech ETF positions in Q4 2022 and 56 closed out, a net change of -3 holders.
  • The largest iShares Global Tech ETF buyer in Q4 2022 was Jane Street, an estimated $48.7M added.
  • The largest iShares Global Tech ETF seller in Q4 2022 was Envestnet Asset Management, an estimated $42M sold.

Based on aggregated 13F filings for Q4 2022.