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iShares Global Comm Services ETF
IXP

83 hedge funds and large institutions have $131M invested in iShares Global Comm Services ETF in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

6% more funds holding

Funds holding: 78 → 83 (+5)

8.83% less ownership

Funds ownership: 52.92% → 44.09% (-8.8%)

27% less capital invested

Capital invested by funds: $180M → $131M (-$48.9M)

48% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 29

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $41.2M

Holders
83
Holders Change
+5
Holders Change %
+6.41%
% of All Funds
1.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
15
Reduced
29
Closed
7
Calls
–
Puts
$41.2M
Net Calls
-$41.2M
Net Calls Change
-$42.7M

Top Buyers

1
BlackRock
BlackRock
New York
+$4.55M
2
NR
Newfound Research
Massachusetts
+$4.26M
3
UBS Group
UBS Group
Switzerland
+$3.9M
4
Morgan Stanley
Morgan Stanley
New York
+$1.9M
5
Wells Fargo
Wells Fargo
California
+$1.54M

Top Sellers

1
TAIM
TD Ameritrade Investment Management
Nebraska
-$60.8M
2
Fisher Asset Management
Fisher Asset Management
Washington
-$6.46M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.03M
4
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$2.45M
5
Jane Street
Jane Street
New York
-$1.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
26
Telos Capital Management
California
$485K +$3.09K +55 +0.7%
DLCIG
27
D.L. Carlson Investment Group
New Hampshire
$461K -$20.4K -363 -4%
MIC
28
Meridian Investment Counsel
California
$449K -$9.84K -175 -2%
BEAM
29
Baker Ellis Asset Management
Washington
$437K -$534K -9,500 -56%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$435K -$70.7K -1,257 -14%
TAIM
31
TD Ameritrade Investment Management
Nebraska
$431K -$60.8M -1,081,208 -99%
Fifth Third Bancorp
32
Fifth Third Bancorp
Ohio
$399K – – –
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$358K -$3.03M -53,908 -90%
FA
34
FMA Advisory
Pennsylvania
$339K – – –
EAM
35
Evanson Asset Management
California
$327K – – –
Fidelity International
36
Fidelity International
Bermuda
$321K +$4.27K +76 +1%
SS
37
Simplicity Solutions
Minnesota
$315K +$306K +5,437 New
TSS
38
Two Sigma Securities
New York
$313K +$304K +5,407 New
BWM
39
BerganKDV Wealth Management
Minnesota
$306K +$6.47K +115 +2%
CS
40
Credit Suisse
Switzerland
$296K +$288K +5,117 New
CTC
41
Central Trust Company
Missouri
$289K – – –
SSB
42
Sandy Spring Bank
Maryland
$287K -$25.3K -450 -8%
SC
43
Slow Capital
California
$263K +$4.72K +84 +2%
MIS
44
Morningstar Investment Services
Illinois
$231K +$224K +3,993 New
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$223K -$185K -3,283 -46%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$220K -$146K -2,599 -41%
BAM
47
Belpointe Asset Management
Nevada
$205K -$25.4K -451 -11%
MLIC
48
Mandatum Life Insurance Company
Finland
$200K – – –
CWM
49
Cornerstone Wealth Management
Missouri
$197K -$104K -1,855 -14%
AA
50
AlphaMark Advisors
Kentucky
$130K – – –
1
2
3 4

IXP Hedge Fund Activity: Q3 2018 in Review

83 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Global Comm Services ETF (IXP) for Q3 2018, worth a combined $131M — down 27% from $180M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IXP positions and 7 closed out — a net gain of 6 holders — while 15 added to existing stakes and 29 trimmed.

The largest buyer was BlackRock, opening a new position worth an estimated $4.55M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $60.8M.

  • 83 institutional investors held iShares Global Comm Services ETF (IXP) as of Q3 2018, up from 78 in Q2 2018.
  • Funds reported $131M of iShares Global Comm Services ETF stock for Q3 2018, down 27% quarter-over-quarter.
  • 13 funds opened new iShares Global Comm Services ETF positions in Q3 2018 and 7 closed out, a net change of +6 holders.
  • The largest iShares Global Comm Services ETF buyer in Q3 2018 was BlackRock, an estimated $4.55M added.
  • The largest iShares Global Comm Services ETF seller in Q3 2018 was TD Ameritrade Investment Management, an estimated $60.8M sold.

Based on aggregated 13F filings for Q3 2018.