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iShares Global Comm Services ETF
IXP

82 hedge funds and large institutions have $125M invested in iShares Global Comm Services ETF in 2016 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 18 increasing their positions, 29 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

26% more capital invested

Capital invested by funds: $98.7M → $125M (+$25.8M)

5% more funds holding

Funds holding: 78 → 82 (+4)

3.77% more ownership

Funds ownership: 26.88% → 30.64% (+3.8%)

38% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 29

Holders
82
Holders Change
+4
Holders Change %
+5.13%
% of All Funds
2.18%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
18
Reduced
29
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NR
Newfound Research
Massachusetts
+$11.2M
2
BAM
Baring Asset Management
United Kingdom
+$4.25M
3
BCM
Brookstone Capital Management
Illinois
+$2.98M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.43M
5
WI
WrapManager Inc
California
+$2.27M

Top Sellers

1
Jane Street
Jane Street
New York
-$2.76M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.55M
3
BlackRock
BlackRock
New York
-$1.68M
4
V
Veritable
Delaware
-$939K
5
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
-$932K
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
76
WFG Advisors
Texas
$15K – – –
Creative Planning
77
Creative Planning
Kansas
$9K – – –
AIM
78
Anchor Investment Management
South Carolina
$5.29K +$5.01K +85 New
HFA
79
High Falls Advisors
New York
$5K – – –
SBL
80
Sargent Bickham Lagudis
Colorado
$4K +$4.13K +70 New
RFA
81
Reilly Financial Advisors
California
$3K – – –
Citadel Advisors
82
Citadel Advisors
Florida
– -$2.55M -44,017 Closed
BAAM
83
Baker Avenue Asset Management
California
– -$417K -7,200 Closed
HL
84
Harding Loevner
New Jersey
– -$278K -4,800 Closed
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
– -$211K -3,644 Closed
PWM
86
Perigon Wealth Management
California
– -$209K -3,614 Closed
DAS
87
Dynamic Advisor Solutions
Arizona
– -$200K -3,450 Closed
BCM
88
Beck Capital Management
Texas
– -$110K -1,903 Closed
CCS
89
Crosspoint Capital Strategies
California
– -$19K -322 Closed
AFP
90
Ausdal Financial Partners
Iowa
– -$11K -187 Closed
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
– -$7K -127 Closed
IA
92
IFP Advisors
Florida
– -$2K -39 Closed
1 2 3
4

IXP Hedge Fund Activity: Q1 2016 in Review

82 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares Global Comm Services ETF (IXP) for Q1 2016, worth a combined $125M — up 26% from $98.7M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IXP positions and 11 closed out — a net gain of 5 holders — while 18 added to existing stakes and 29 trimmed.

The largest buyer was Newfound Research, opening a new position worth an estimated $11.2M. The largest seller was Jane Street, cutting an estimated $2.76M.

  • 82 institutional investors held iShares Global Comm Services ETF (IXP) as of Q1 2016, up from 78 in Q4 2015.
  • Funds reported $125M of iShares Global Comm Services ETF stock for Q1 2016, up 26% quarter-over-quarter.
  • 16 funds opened new iShares Global Comm Services ETF positions in Q1 2016 and 11 closed out, a net change of +5 holders.
  • The largest iShares Global Comm Services ETF buyer in Q1 2016 was Newfound Research, an estimated $11.2M added.
  • The largest iShares Global Comm Services ETF seller in Q1 2016 was Jane Street, an estimated $2.76M sold.

Based on aggregated 13F filings for Q1 2016.