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iShares Global Tech ETF
IXN

Overview Fund Activity

430 hedge funds and large institutions have $2.41B invested in iShares Global Tech ETF in 2024 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 119 increasing their positions, 135 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
+3
Holders Change %
+0.7%
% of All Funds
6.25%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
49
Increased
119
Reduced
135
Closed
38
Calls
$290K
Puts
–
Net Calls
+$290K
Net Calls Change
-$92K

Top Buyers

1
PCH
1
PGIM Custom Harvest
New Jersey
$66M
2
PS
2
Portfolio Strategies
New York
$86.6M
3
TI
3
Tidal Investments
Wisconsin
$10.3M
4
VIA
4
Vickerman Investment Advisors
Washington
$10.6M
5
SGWM
5
Sterling Group Wealth Management
California
$8.51M

Top Sellers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$423M
2
AssetMark Inc
2
AssetMark Inc
California
$108K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$74.2M
4
Pictet Asset Management
4
Pictet Asset Management
Switzerland
$17.8M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$13.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRM
276
Boston Research & Management
Massachusetts
$298K – – –
MFG
277
Merit Financial Group
Georgia
$298K -$9.36K -113 -3%
AWMNH
278
Arcadia Wealth Management (New Hampshire)
New Hampshire
$292K -$38.1K -460 -12%
TCA
279
Transcend Capital Advisors
New Jersey
$291K +$83 +1 +0%
BTI
280
Blue Trust Inc
Georgia
$288K – – –
ZIG
281
Zullo Investment Group
Pennsylvania
$287K – – –
GLA
282
Good Life Advisors
Pennsylvania
$286K +$2.49K +30 +0.9%
TWCA
283
Two West Capital Advisors
Kansas
$286K +$286K +3,455 New
PP
284
PDS Planning
Ohio
$284K – – –
VA
285
Valmark Advisers
Ohio
$283K +$2.98K +36 +1%
BPWM
286
Badgley Phelps Wealth Managers
Washington
$282K -$4.14K -50 -1%
GT
287
Glenmede Trust
Pennsylvania
$273K – – –
BWM
288
BCGM Wealth Management
Indiana
$271K -$7.2K -87 -3%
VCP
289
Verus Capital Partners
Arizona
$270K +$270K +3,262 New
HWM
290
HB Wealth Management
Georgia
$266K – – –
SCM
291
Seascape Capital Management
New Hampshire
$262K – – –
MPI
292
Mairs & Power Inc
Minnesota
$261K – – –
FBFS
293
First Business Financial Services
Wisconsin
$260K – – –
GIA
294
Goodwin Investment Advisory
Georgia
$259K -$911 -11 -0.4%
SFA
295
Sequoia Financial Advisors
Ohio
$257K – – –
GLLW
296
Graves Light Lenhart Wealth
Virginia
$256K +$5.1K +61 +2%
CIA
297
Concurrent Investment Advisors
Florida
$255K +$2.9K +35 +1%
PAM
298
Peak Asset Management
Colorado
$255K – – –
Kovitz Investment Group Partners
299
Kovitz Investment Group Partners
Illinois
$254K -$37.3K -450 -13%
SW
300
SteelPeak Wealth
California
$253K +$13.3K +160 +6%
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