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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 %
CA
276
Cornerstone Advisory
Maryland
$293K – – –
WT
277
Whittier Trust
California
$287K – – –
UBS AM
278
UBS AM
Illinois
$286K +$286K +5,046 New
BIM
279
Baldwin Investment Management
Pennsylvania
$280K – – –
HTC
280
Haverford Trust Company
Pennsylvania
$279K – – –
OC
281
Oppenheimer & Co
New York
$278K -$1.75K -31 -0.6%
VIA
282
Vickerman Investment Advisors
Washington
$278K +$278K +4,908 New
LA
283
Latitude Advisors
Florida
$278K +$278K +4,908 New
APP
284
Avantax Planning Partners
Iowa
$276K -$77.1K -1,359 -22%
MOS
285
MGO One Seven
Ohio
$273K +$29.4K +487 +12%
BFEC
286
Benjamin F. Edwards & Company
Missouri
$273K +$53K +937 +24%
EAM
287
Evanson Asset Management
California
$264K +$264K +780 New
TA
288
TrueWealth Advisors
Alabama
$262K +$262K +4,621 New
SVWAG
289
Sound View Wealth Advisors Group
Georgia
$255K +$255K +4,500 New
SAMC
290
Spectrum Asset Management (California)
California
$251K +$251K +4,434 New
MGWM
291
Marks Group Wealth Management
Minnesota
$248K +$248K +4,447 New
CI
292
Chartist Inc
California
$246K -$5.78K -102 -2%
PFGIA
293
Patriot Financial Group Insurance Agency
Massachusetts
$245K +$233K +4,117 +1,960%
AF
294
Advisornet Financial
Minnesota
$243K +$243K +4,294 New
BCP
295
Berkeley Capital Partners
Georgia
$238K – – –
3LCM
296
3D/L Capital Management
Connecticut
$237K +$237K +4,175 New
EWA
297
EP Wealth Advisors
California
$236K – – –
ST
298
Spinnaker Trust
Maine
$233K – – –
DAS
299
Dynamic Advisor Solutions
Arizona
$228K -$247K -4,343 -52%
AIC
300
Ameritas Investment Company
Nebraska
$223K +$154K +2,719 +222%
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