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iShares Global Tech ETF

442 hedge funds and large institutions have $2.55B invested in iShares Global Tech ETF in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 105 increasing their positions, 146 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

840% more call options, than puts

Call options by funds: $470K | Put options by funds: $50K

63% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 24

6% more capital invested

Capital invested by funds: $2.41B → $2.55B (+$148M)

3% more funds holding

Funds holding: 430442 (+12)

2.72% more ownership

Funds ownership: 46.83%49.56% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

28% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 146

Holders
442
Holders Change
+12
Holders Change %
+2.79%
% of All Funds
6.35%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
39
Increased
105
Reduced
146
Closed
24
Calls
$470K
Puts
$50K
Net Calls
+$420K
Net Calls Change
+$130K
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$407M -$14.2M -175,609 -3%
JP Morgan Chase
2
JP Morgan Chase
New York
$230M -$3.43M -42,505 -2%
Bank of America
3
Bank of America
North Carolina
$192M -$15.7M -194,520 -8%
PF
4
Phoenix Financial
Israel
$154M +$96.9M +1,200,000 +181%
PCH
5
PGIM Custom Harvest
New Jersey
$117M +$50.6M +625,793 +79%
Morgan Stanley
6
Morgan Stanley
New York
$92.7M -$2.36M -29,154 -3%
PS
7
Portfolio Strategies
New York
$84M -$2.21M -27,331 -3%
Wells Fargo
8
Wells Fargo
California
$75.7M +$2.27M +28,153 +3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$70.8M -$3.13M -38,781 -4%
LPL Financial
10
LPL Financial
California
$69.6M -$783K -9,697 -1%
Fidelity International
11
Fidelity International
Bermuda
$62.3M +$49.9M +618,222 +453%
Ameriprise
12
Ameriprise
Minnesota
$48.9M -$12.3M -152,360 -20%
BlackRock
13
BlackRock
New York
$42.8M +$1.67M +20,699 +4%
UBS Group
14
UBS Group
Switzerland
$42.7M +$1.82M +22,570 +5%
PP
15
Patten & Patten
Tennessee
$38.4M +$469K +5,808 +1%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$37.8M -$20.1K -249 -0.1%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$24.5M -$2.4M -29,727 -9%
Amundi
18
Amundi
France
$24.2M
Goldman Sachs
19
Goldman Sachs
New York
$21.3M -$224K -2,771 -1%
PA
20
Parallel Advisors
California
$21.2M -$23.3K -289 -0.1%
Jane Street
21
Jane Street
New York
$17.3M +$12.4M +153,183 +270%
SRWM
22
Shira Ridge Wealth Management
California
$16M +$208K +2,577 +1%
SC
23
Scotia Capital
Ontario, Canada
$15.6M -$88.5K -1,096 -0.6%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$15.4M +$381K +4,720 +3%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$14.7M -$431K -5,330 -3%

IXN Hedge Fund Activity: Q3 2024 in Review

442 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Global Tech ETF (IXN) for Q3 2024, worth a combined $2.55B — up 6.1% from $2.41B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new IXN positions and 24 closed out — a net gain of 15 holders — while 105 added to existing stakes and 146 trimmed.

The largest buyer was Phoenix Financial, adding an estimated $96.9M. The largest seller was Bank of America, cutting an estimated $15.7M.

  • 442 institutional investors held iShares Global Tech ETF (IXN) as of Q3 2024, up from 430 in Q2 2024.
  • Funds reported $2.55B of iShares Global Tech ETF stock for Q3 2024, up 6.1% quarter-over-quarter.
  • 39 funds opened new iShares Global Tech ETF positions in Q3 2024 and 24 closed out, a net change of +15 holders.
  • The largest iShares Global Tech ETF buyer in Q3 2024 was Phoenix Financial, an estimated $96.9M added.
  • The largest iShares Global Tech ETF seller in Q3 2024 was Bank of America, an estimated $15.7M sold.

Based on aggregated 13F filings for Q3 2024.