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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 %
RG
301
Retirement Group
California
$108K +$311 +5 +0.3%
SS
302
Sunbelt Securities
Texas
$106K -$22.2K -357 -17%
IA
303
IFP Advisors
Florida
$105K +$105K +1,686 New
GEA
304
Glen Eagle Advisors
New Jersey
$104K +$18K +289 +21%
CF
305
Centaurus Financial
California
$103K +$103K +1,660 New
BWM
306
Baystate Wealth Management
Massachusetts
$94K -$2.43K -39 -3%
PP
307
PFS Partners
New Jersey
$93K +$62 +1 +0.1%
AWM
308
Angeles Wealth Management
California
$88.3K – – –
CA
309
Clearstead Advisors
Ohio
$87.1K – – –
TC
310
Truvestments Capital
Florida
$85.1K +$85.1K +1,368 New
FP
311
Financial Perspectives
Minnesota
$83.1K +$249 +4 +0.3%
CIA
312
Cape Investment Advisory
Georgia
$79.1K – – –
EWA
313
EverSource Wealth Advisors
Alabama
$78.7K +$76.5K +1,230 +3,514%
CWM
314
Compass Wealth Management
Connecticut
$71.3K – – –
MRCM
315
M&R Capital Management
New Jersey
$67.8K +$124 +2 +0.2%
CPG
316
Cornerstone Planning Group
New Jersey
$59.2K +$59.2K +952 New
JWM
317
Janiczek Wealth Management
Colorado
$56.3K – – –
ME
318
McIlrath & Eck
Washington
$54.5K – – –
OP
319
ORG Partners
Indiana
$48.6K +$48.6K +778 New
CFD
320
Creative Financial Designs
Indiana
$46.6K – – –
NCM
321
Northwest Capital Management
Oregon
$46.6K +$46.6K +750 New
HWP
322
Highline Wealth Partners
California
$45.7K – – –
First Manhattan
323
First Manhattan
New York
$43.3K – – –
BWL
324
Bogart Wealth LLC
Virginia
$42.2K – – –
MFC
325
Morris Financial Concepts
South Carolina
$39.4K – – –
11 12
13
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