IXN icon

iShares Global Tech ETF
IXN

Overview Fund Activity

395 hedge funds and large institutions have $4.11B invested in iShares Global Tech ETF in 2021 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 172 increasing their positions, 96 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
+30
Holders Change %
+8.22%
% of All Funds
6.94%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
59
Increased
172
Reduced
96
Closed
23
Calls
$414K
Puts
–
Net Calls
+$414K
Net Calls Change
+$3.9M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.01B
2
LPL Financial
LPL Financial
California
$243M
3
Morgan Stanley
Morgan Stanley
New York
$202M
4
PAS
Park Avenue Securities
New York
$108M
5
Osaic Holdings
Osaic Holdings
Arizona
$113M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$18.2M
2
KFS
Kelly Financial Services
Massachusetts
$388K
3
PA
Parallel Advisors
California
$30.4M
4
SAM
SP Asset Management
California
$2.64M
5
T
TRUADVICE
Florida
$708K
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
226
CreativeOne Wealth
Kansas
$510K -$4.3M -75,967 -89%
JIP
227
Jaffetilchin Investment Partners
Florida
$507K -$505K -8,909 -50%
GWM
228
Geneos Wealth Management
Colorado
$506K -$59.9K -1,050 -11%
EHC
229
Everett Harris & Co
California
$492K +$113 +2 +0%
DC
230
Davenport & Co
Virginia
$491K +$260K +4,588 +112%
GSWM
231
Golden State Wealth Management
California
$485K +$37.3K +658 +8%
KCA
232
Karn Couzens & Associates
Connecticut
$484K +$23.8K +420 +5%
HI
233
Harbour Investments
Wisconsin
$481K +$50.2K +887 +12%
HIM
234
Hanlon Investment Management
New Jersey
$476K +$268K +4,742 +129%
IA
235
IFG Advisory
Georgia
$447K +$12.2K +215 +3%
MMA
236
Miracle Mile Advisors
California
$422K +$422K +7,452 New
WA
237
WealthTrust Axiom
Pennsylvania
$418K – – –
APC
238
Aspire Private Capital
North Carolina
$412K -$46.2K -815 -10%
GLLW
239
Graves Light Lenhart Wealth
Virginia
$409K – – –
FTA
240
Financial & Tax Architects
Missouri
$408K +$408K +7,195 New
SP
241
Successful Portfolios
Florida
$407K +$87K +1,537 +27%
CFG
242
Cooper Financial Group
California
$403K +$403K +7,109 New
KFS
243
Kelly Financial Services
Massachusetts
$388K -$61.7M -1,088,977 -99%
EFS
244
Essex Financial Services
Connecticut
$382K +$113 +2 +0%
QPWM
245
Quadrant Private Wealth Management
Pennsylvania
$374K +$131K +2,315 +54%
EM
246
Excalibur Management
Massachusetts
$364K – – –
PWP
247
Personal Wealth Partners
Minnesota
$363K – – –
IWM
248
IHT Wealth Management
Illinois
$359K -$68.1K -1,200 -16%
VAS
249
Vestmark Advisory Solutions
Massachusetts
$358K +$358K +6,311 New
WCM
250
Windsor Capital Management
Arizona
$356K – – –
8 9
10
11 12