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iShares Global Tech ETF
IXN

Overview Fund Activity

456 hedge funds and large institutions have $4.1B invested in iShares Global Tech ETF in 2021 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 101 increasing their positions, 179 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
+61
Holders Change %
+15.44%
% of All Funds
7.04%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
97
Increased
101
Reduced
179
Closed
31
Calls
$586K
Puts
–
Net Calls
+$586K
Net Calls Change
+$172K

Top Buyers

1
PAMS
Pictet Asset Management (Switzerland)
Switzerland
+$22.7M
2
Fisher Asset Management
Fisher Asset Management
Washington
+$18.4M
3
MFS
Mirabella Financial Services
United Kingdom
+$5.78M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$5.25M
5
JC
JB Capital
Connecticut
+$3.47M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$295M
2
Goldman Sachs
Goldman Sachs
New York
-$52.1M
3
LPL Financial
LPL Financial
California
-$45.7M
4
BlackRock
BlackRock
New York
-$44.9M
5
Morgan Stanley
Morgan Stanley
New York
-$41.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
301
BCGM Wealth Management
Indiana
$318K – – –
PFGIA
302
Patriot Financial Group Insurance Agency
Massachusetts
$317K +$38.7K +602 +14%
OC
303
Oppenheimer & Co
New York
$315K -$835 -13 -0.3%
APP
304
Avantax Planning Partners
Iowa
$313K – – –
SFG
305
Sovereign Financial Group
Connecticut
$312K +$312K +4,847 New
VIA
306
Vickerman Investment Advisors
Washington
$307K -$8.55K -133 -3%
CAG
307
Csenge Advisory Group
Florida
$306K -$3.12M -9,256 -91%
VCP
308
Vista Capital Partners
Oregon
$303K +$303K +4,698 New
MOS
309
MGO One Seven
Ohio
$292K +$1.16K +18 +0.4%
SVWAG
310
Sound View Wealth Advisors Group
Georgia
$290K – – –
AA
311
Ancora Advisors
Ohio
$289K +$43.9K +681 +18%
VA
312
Valmark Advisers
Ohio
$285K +$285K +4,428 New
Kovitz Investment Group Partners
313
Kovitz Investment Group Partners
Illinois
$282K -$805K -2,684 -74%
CI
314
Chartist Inc
California
$279K – – –
DC
315
Davenport & Co
Virginia
$277K -$280K -4,360 -50%
SW
316
Signify Wealth
Missouri
$274K +$274K +4,258 New
FPGK
317
Financial Partners Group (Kansas)
Kansas
$274K +$274K +4,600 New
AWM
318
Alterna Wealth Management
Texas
$273K +$273K +4,244 New
SFS
319
Security Financial Services
Indiana
$271K +$271K +4,204 New
BCP
320
Berkeley Capital Partners
Georgia
$270K – – –
LWP
321
Lumature Wealth Partners
Georgia
$269K -$70.3K -1,092 -21%
EWA
322
EP Wealth Advisors
California
$268K – – –
AAS
323
Ameritas Advisory Services
Nebraska
$268K +$268K +4,160 New
CB
324
Commerce Bank
Missouri
$266K +$33.9K +527 +15%
SPI
325
Sutton Place Investors
New York
$264K +$264K +4,093 New
11 12
13
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