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iShares Global Tech ETF

367 hedge funds and large institutions have $3.51B invested in iShares Global Tech ETF in 2021 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 136 increasing their positions, 128 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
6.46%
Holding in Top 10
8
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-42.86%
% of All Funds
0.14%
New
32
Increased
136
Reduced
128
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
251
EP Wealth Advisors
California
$346K +$77.4K +1,512 +29%
EFS
252
Essex Financial Services
Connecticut
$345K
WT
253
Whittier Trust
California
$338K
Principal Financial Group
254
Principal Financial Group
Iowa
$337K +$8K +156 +2%
OWA
255
One Wealth Advisors
California
$334K +$334K +6,522 New
CWM
256
Cornerstone Wealth Management
Missouri
$332K -$635K -12,384 -66%
AFAS
257
Acorn Financial Advisory Services
Virginia
$330K -$6.18K -120 -2%
EM
258
Excalibur Management
Massachusetts
$329K
PWP
259
Personal Wealth Partners
Minnesota
$328K +$98.4K +1,920 +43%
WCM
260
Windsor Capital Management
Arizona
$323K
VC
261
Vicus Capital
Pennsylvania
$312K -$13.2K -258 -4%
LWP
262
Lumature Wealth Partners
Georgia
$311K -$142K -2,772 -31%
APP
263
Avantax Planning Partners
Iowa
$309K
KTA
264
Keeley-Teton Advisors
Illinois
$308K
Mercer Global Advisors
265
Mercer Global Advisors
Colorado
$304K +$39.8K +774 +15%
KFS
266
Kelly Financial Services
Massachusetts
$297K +$133K +2,586 +81%
A
267
AdvicePeriod
California
$294K +$26.8K +522 +10%
SG
268
StoneX Group
New York
$293K -$42.1K -822 -13%
QPWM
269
Quadrant Private Wealth Management
Pennsylvania
$287K +$38.1K +744 +15%
CA
270
Cornerstone Advisory
Maryland
$279K -$18.7K -366 -6%
BWM
271
BCGM Wealth Management
Indiana
$279K +$4.87K +90 +2%
BFEC
272
Benjamin F. Edwards & Company
Missouri
$277K +$107K +2,082 +63%
FAIM
273
Financial Advocates Investment Management
Washington
$270K -$155K -4,776 -37%
SMDAM
274
Sumitomo Mitsui DS Asset Management
Japan
$267K -$18.4K -360 -6%
PWA
275
Physician Wealth Advisors
Utah
$267K +$22.1K +414 +9%