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iShares Global Tech ETF
IXN

Overview Fund Activity

369 hedge funds and large institutions have $3.46B invested in iShares Global Tech ETF in 2020 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 126 increasing their positions, 119 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
369
Holders Change
+35
Holders Change %
+10.48%
% of All Funds
6.55%
Holding in Top 10
14
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+55.56%
% of All Funds
0.25%
New
66
Increased
126
Reduced
119
Closed
26
Calls
$240K
Puts
–
Net Calls
+$240K
Net Calls Change
+$4.34M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$138M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$113M
3
DZ Bank
DZ Bank
Germany
$43.5M
4
AssetMark Inc
AssetMark Inc
California
$163M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$708M

Top Sellers

1
Fisher Asset Management
Fisher Asset Management
Washington
$162M
2
SW
SteelPeak Wealth
California
$591K
3
5L
55I LLC
Massachusetts
$18.3M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
SG Americas Securities
SG Americas Securities
New York
$16.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
251
Whittier Trust
California
$330K – – –
AFAS
252
Acorn Financial Advisory Services
Virginia
$327K -$13.5K -270 -4%
SG
253
StoneX Group
New York
$327K -$1.8K -36 -0.5%
GW
254
GW & Wade
Massachusetts
$327K +$327K +6,540 New
EM
255
Excalibur Management
Massachusetts
$321K – – –
Principal Financial Group
256
Principal Financial Group
Iowa
$321K +$84.9K +1,698 +36%
OPS
257
Orion Portfolio Solutions
Nebraska
$317K +$5.7K +114 +2%
VC
258
Vicus Capital
Pennsylvania
$317K +$6.59K +132 +2%
WCM
259
Windsor Capital Management
Arizona
$315K – – –
APP
260
Avantax Planning Partners
Iowa
$301K -$12K -240 -4%
KTA
261
Keeley-Teton Advisors
Illinois
$300K – – –
DWM
262
Dorchester Wealth Management
Quebec, Canada
$300K +$300K +6,000 New
APC
263
Aspire Private Capital
North Carolina
$297K +$59.7K +1,194 +25%
CA
264
Cornerstone Advisory
Maryland
$291K -$15K -300 -5%
GLLW
265
Graves Light Lenhart Wealth
Virginia
$286K +$286K +5,712 New
Kovitz Investment Group Partners
266
Kovitz Investment Group Partners
Illinois
$282K -$114K -2,280 -29%
SMDAM
267
Sumitomo Mitsui DS Asset Management
Japan
$279K -$15K -300 -5%
BWM
268
BCGM Wealth Management
Indiana
$273K +$273K +5,070 New
TNB
269
Thomasville National Bank
Georgia
$272K – – –
EWA
270
EP Wealth Advisors
California
$262K +$4.2K +84 +2%
BCM
271
Beaumont Capital Management
Massachusetts
$262K +$262K +5,238 New
A
272
AdvicePeriod
California
$261K -$316K -6,300 -55%
OC
273
Oppenheimer & Co
New York
$260K -$49.3K -984 -16%
Mercer Global Advisors
274
Mercer Global Advisors
Colorado
$257K +$10.5K +210 +4%
SBSB
275
Sullivan, Bruyette, Speros & Blaney
Virginia
$255K – – –
9 10
11
12 13