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iShares Global Tech ETF
IXN

Overview Fund Activity

387 hedge funds and large institutions have $1.84B invested in iShares Global Tech ETF in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 88 increasing their positions, 143 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
+28
Holders Change %
+7.8%
% of All Funds
6.1%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
53
Increased
88
Reduced
143
Closed
24
Calls
$1.42M
Puts
$162K
Net Calls
+$1.26M
Net Calls Change
+$3.6M

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$408M
2
PAMS
2
Pictet Asset Management (Switzerland)
Switzerland
$31M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$28.3M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$172M
5
PS
5
Portfolio Strategies
New York
$43.3M

Top Sellers

1
SWG
1
Summit Wealth Group
Vermont
$5.89M
2
DZ Bank
2
DZ Bank
Germany
$199K
3
MCC
3
Money Concepts Capital
Florida
$1.15M
4
CS
4
Credit Suisse
Switzerland
$26M
5
M1FG
5
Mach-1 Financial Group
Arkansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BPWM
276
Badgley Phelps Wealth Managers
Washington
$215K +$215K +3,460 New
PP
277
PDS Planning
Ohio
$213K +$213K +3,426 New
BWM
278
BCGM Wealth Management
Indiana
$212K +$212K +3,411 New
VA
279
Valmark Advisers
Ohio
$208K +$208K +3,348 New
BCM
280
Brookstone Capital Management
Illinois
$208K +$208K +3,390 New
FAIM
281
Financial Advocates Investment Management
Washington
$206K +$206K +4,778 New
SW
282
SteelPeak Wealth
California
$204K -$57.5K -924 -22%
GLLW
283
Graves Light Lenhart Wealth
Virginia
$204K +$204K +3,276 New
LWP
284
Lumature Wealth Partners
Georgia
$203K +$187 +3 +0.1%
RBC
285
Romano Brothers & Co
Illinois
$203K +$203K +3,265 New
DZ Bank
286
DZ Bank
Germany
$199K -$17.9M -288,581 -99%
VCM
287
Vigilant Capital Management
Maine
$196K +$78K +1,257 +66%
Bank Julius Baer & Co
288
Bank Julius Baer & Co
Switzerland
$183K -$3.42K -55 -2%
GT
289
Glenmede Trust
Pennsylvania
$179K – – –
HI
290
Harbour Investments
Wisconsin
$178K -$50.3K -808 -22%
OSAM
291
O'Shaughnessy Asset Management
Connecticut
$172K +$62 +1 +0%
GRP
292
Global Retirement Partners
California
$150K -$2.18K -35 -1%
UB
293
UMB Bank
Missouri
$144K +$26.6K +427 +23%
KFI
294
Key Financial Inc
Pennsylvania
$141K – – –
AA
295
Addison Advisors
Vermont
$140K – – –
CFGS
296
Concourse Financial Group Securities
Alabama
$126K – – –
CTC
297
Central Trust Company
Missouri
$124K +$187 +3 +0.2%
LC
298
Lindbrook Capital
California
$123K – – –
AIC
299
Archer Investment Corporation
Indiana
$111K +$38.4K +618 +53%
FFA
300
Farther Finance Advisors
California
$111K -$41.5K -668 -27%
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