We are live on ! Find out more
IXN icon

iShares Global Tech ETF

368 hedge funds and large institutions have $3.52B invested in iShares Global Tech ETF in 2021 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 137 increasing their positions, 128 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 128

7% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 30

2% more capital invested

Capital invested by funds: $3.46B → $3.52B (+$58.8M)

0.23% more ownership

Funds ownership: 413.01%413.24% (+0.23%)

1% less funds holding

Funds holding: 370368 (-2)

43% less funds holding in top 10

Funds holding in top 10: 148 (-6)

Holders
368
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
137
Reduced
128
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
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 +$7.99K +156 +2%
OWA
255
One Wealth Advisors
California
$334K +$334K +6,522 New
CWM
256
Cornerstone Wealth Management
Missouri
$332K -$634K -12,384 -66%
AFAS
257
Acorn Financial Advisory Services
Virginia
$330K -$6.14K -120 -2%
EM
258
Excalibur Management
Massachusetts
$329K
PWP
259
Personal Wealth Partners
Minnesota
$328K +$98.3K +1,920 +43%
WCM
260
Windsor Capital Management
Arizona
$323K
VC
261
Vicus Capital
Pennsylvania
$312K -$13.2K -258 -4%
IFG
262
Independent Financial Group
California
$312K +$24.6K +480 +9%
LWP
263
Lumature Wealth Partners
Georgia
$311K -$142K -2,772 -31%
APP
264
Avantax Planning Partners
Iowa
$309K
KTA
265
Keeley-Teton Advisors
Illinois
$308K
Mercer Global Advisors
266
Mercer Global Advisors
Colorado
$304K +$39.6K +774 +15%
KFS
267
Kelly Financial Services
Massachusetts
$297K +$132K +2,586 +81%
A
268
AdvicePeriod
California
$294K +$26.7K +522 +10%
SG
269
StoneX Group
New York
$293K -$42.1K -822 -13%
QPWM
270
Quadrant Private Wealth Management
Pennsylvania
$287K +$38.1K +744 +15%
CA
271
Cornerstone Advisory
Maryland
$279K -$18.7K -366 -6%
BWM
272
BCGM Wealth Management
Indiana
$279K +$4.61K +90 +2%
BFEC
273
Benjamin F. Edwards & Company
Missouri
$277K +$107K +2,082 +63%
FAIM
274
Financial Advocates Investment Management
Washington
$270K -$244K -4,776 -37%
SMDAM
275
Sumitomo Mitsui DS Asset Management
Japan
$267K -$18.4K -360 -6%