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iShares Global Tech ETF
IXN

Overview Fund Activity

359 hedge funds and large institutions have $1.58B invested in iShares Global Tech ETF in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 58 increasing their positions, 164 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
Holders Change
-4
Holders Change %
-1.1%
% of All Funds
5.75%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.11%
New
43
Increased
58
Reduced
164
Closed
37
Calls
$603K
Puts
$2.94M
Net Calls
-$2.34M
Net Calls Change
-$2.52M

Top Buyers

1
PS
1
Portfolio Strategies
New York
$32.1M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$335M
3
DZ Bank
3
DZ Bank
Germany
$15.9M
4
CIM
4
Cambria Investment Management
California
$13.3M
5
M1FG
5
Mach-1 Financial Group
Arkansas
$11.7M

Top Sellers

1
Jane Street
1
Jane Street
New York
$991K
2
CS
2
Credit Suisse
Switzerland
$36.9M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$10.7M
4
PAMS
4
Pictet Asset Management (Switzerland)
Switzerland
$8.73M
5
Bessemer Group
5
Bessemer Group
New Jersey
$4.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
226
Northern Trust
Illinois
$269K -$15.2K -279 -5%
GWANC
227
Guardian Wealth Advisors (North Carolina)
North Carolina
$268K +$266K +4,900 +20,417%
SXL
228
Summit X LLC
Missouri
$265K -$317K -5,834 -54%
AAS
229
Ameritas Advisory Services
Nebraska
$264K -$48.7K -912 -16%
LWM
230
Liberty Wealth Management
California
$257K +$257K +4,726 New
PTC
231
Private Trust Company
Ohio
$257K +$50K +920 +24%
VCP
232
Vista Capital Partners
Oregon
$255K – – –
JC
233
JB Capital
Connecticut
$255K +$255K +4,696 New
GIA
234
Goodwin Investment Advisory
Georgia
$253K -$1.03K -19 -0.4%
SVWAG
235
Sound View Wealth Advisors Group
Georgia
$245K – – –
APP
236
Avantax Planning Partners
Iowa
$240K +$240K +4,414 New
WANY
237
Wealthspire Advisors (New York)
New York
$237K -$9.35K -172 -4%
Kovitz Investment Group Partners
238
Kovitz Investment Group Partners
Illinois
$233K +$233K +4,281 New
FPGK
239
Financial Partners Group (Kansas)
Kansas
$232K – – –
AWMNH
240
Arcadia Wealth Management (New Hampshire)
New Hampshire
$229K -$45.3K -834 -17%
SW
241
SteelPeak Wealth
California
$228K -$15.8K -290 -6%
BNP Paribas Financial Markets
242
BNP Paribas Financial Markets
France
$228K +$228K +4,200 New
RW
243
REDW Wealth
New Mexico
$227K +$227K +4,170 New
DIM
244
Delta Investment Management
California
$227K +$227K +4,169 New
OC
245
Oppenheimer & Co
New York
$225K -$47.7K -877 -17%
PCM
246
Prelude Capital Management
New York
$224K +$224K +4,120 New
ST
247
Spinnaker Trust
Maine
$221K +$221K +4,070 New
CI
248
CX Institutional
Indiana
$219K +$219K +4,026 New
TF
249
TIAA FSB
Florida
$216K +$216K +3,972 New
SWP
250
Summit Wealth Partners
Florida
$215K +$215K +3,949 New
8 9
10
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