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iShares Global Comm Services ETF
IXP

78 hedge funds and large institutions have $117M invested in iShares Global Comm Services ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more capital invested

Capital invested by funds: $77.2M → $117M (+$40M)

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

8.92% more ownership

Funds ownership: 36.82% → 45.74% (+8.9%)

0% more funds holding

Funds holding: 78 → 78 (0)

17% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 24

Holders
78
Holders Change
–
Holders Change %
0%
% of All Funds
1.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
20
Reduced
24
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAMS
Pictet Asset Management (Switzerland)
Switzerland
+$31.4M
2
Jane Street
Jane Street
New York
+$2.38M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.48M
4
OMC
Old Mission Capital
Illinois
+$1.12M
5
PCH
PGIM Custom Harvest
New Jersey
+$879K

Top Sellers

1
Bessemer Group
Bessemer Group
New Jersey
-$5.5M
2
RT
Rockland Trust
Massachusetts
-$2.13M
3
Morgan Stanley
Morgan Stanley
New York
-$1.97M
4
BAAM
Baker Avenue Asset Management
California
-$1.84M
5
Bank of America
Bank of America
North Carolina
-$737K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$1.06M +$204K +3,349 +25%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$1.05M +$333K +5,481 +50%
LWM
28
Laidlaw Wealth Management
New York
$1M -$124K -2,046 -12%
V
29
Veritable
Delaware
$796K -$92K -1,513 -11%
T
30
TCWP
Ohio
$749K -$348K -5,719 -33%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$712K -$83.6K -1,375 -11%
IWC
32
Integrated Wealth Concepts
Massachusetts
$646K +$3.95K +65 +0.6%
TFF
33
The Family Firm
Maryland
$563K +$110K +1,801 +26%
MCM
34
MAI Capital Management
Ohio
$477K +$25.5K +420 +6%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$469K +$445K +7,314 New
MIC
36
Meridian Investment Counsel
California
$460K – – –
MML Investors Services
37
MML Investors Services
Massachusetts
$455K +$432K +7,097 New
Corient Private Wealth
38
Corient Private Wealth
Florida
$447K -$105K -1,721 -20%
FCI
39
Financial Counselors Inc
Kansas
$432K – – –
SXL
40
Summit X LLC
Missouri
$401K +$381K +6,264 New
US Bancorp
41
US Bancorp
Minnesota
$372K +$10.5K +173 +3%
RJA
42
Raymond James & Associates
Florida
$342K -$412K -6,768 -56%
GIA
43
Gladstone Institutional Advisory
Florida
$331K +$82.7K +1,360 +36%
CAN
44
Cetera Advisor Networks
California
$323K +$306K +5,037 New
Osaic Holdings
45
Osaic Holdings
Arizona
$260K -$185K -3,044 -43%
FDCDDQ
46
Federation des caisses Desjardins du Quebec
Quebec, Canada
$230K +$151K +2,480 +224%
OCPWS
47
One Charles Private Wealth Services
Massachusetts
$213K +$202K +3,318 New
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$149K – – –
ST
49
Sageworth Trust
Pennsylvania
$123K – – –
NSIM
50
North Star Investment Management
Illinois
$83.9K – – –
1
2
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IXP Hedge Fund Activity: Q1 2023 in Review

78 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Global Comm Services ETF (IXP) for Q1 2023, worth a combined $117M — up 52% from $77.2M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IXP positions and 10 closed out — a net gain of 2 holders — while 20 added to existing stakes and 24 trimmed.

The largest buyer was Pictet Asset Management (Switzerland), opening a new position worth an estimated $31.4M. The largest seller was Bessemer Group, cutting an estimated $5.5M.

  • 78 institutional investors held iShares Global Comm Services ETF (IXP) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $117M of iShares Global Comm Services ETF stock for Q1 2023, up 52% quarter-over-quarter.
  • 12 funds opened new iShares Global Comm Services ETF positions in Q1 2023 and 10 closed out, a net change of +2 holders.
  • The largest iShares Global Comm Services ETF buyer in Q1 2023 was Pictet Asset Management (Switzerland), an estimated $31.4M added.
  • The largest iShares Global Comm Services ETF seller in Q1 2023 was Bessemer Group, an estimated $5.5M sold.

Based on aggregated 13F filings for Q1 2023.