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iShares Global Tech ETF
IXN

Overview Fund Activity

422 hedge funds and large institutions have $2.09B invested in iShares Global Tech ETF in 2023 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 115 increasing their positions, 134 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
+48
Holders Change %
+12.83%
% of All Funds
6.19%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
77
Increased
115
Reduced
134
Closed
24
Calls
$1.39M
Puts
$361K
Net Calls
+$1.03M
Net Calls Change
+$1.87M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$157M
2
AssetMark Inc
AssetMark Inc
California
$47.7M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$196M
4
Osaic Holdings
Osaic Holdings
Arizona
$23.5M
5
ACP
Aveo Capital Partners
Colorado
$3.86M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$17.1M
2
Fisher Asset Management
Fisher Asset Management
Washington
$435M
3
Jane Street
Jane Street
New York
$0
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$3.88M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$7.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
FBFS
301
First Business Financial Services
Wisconsin
$214K +$214K +3,143 New
GIA
302
Goodwin Investment Advisory
Georgia
$214K -$84.4K -1,238 -28%
SFA
303
Sequoia Financial Advisors
Ohio
$212K +$212K +3,108 New
SW
304
SteelPeak Wealth
California
$210K +$210K +3,083 New
PAM
305
Peak Asset Management
Colorado
$210K +$210K +3,076 New
CIA
306
Concurrent Investment Advisors
Florida
$207K +$207K +3,043 New
PS
307
Principal Securities
Iowa
$206K +$206K +3,022 New
MCWS
308
McKinley Carter Wealth Services
West Virginia
$205K +$205K +3,009 New
JCM
309
Janney Capital Management
Pennsylvania
$205K +$205K +3,000 New
SC
310
Searle & Co
Connecticut
$205K +$205K +3,000 New
LSA
311
L & S Advisors
California
$205K +$205K +3,000 New
GLLW
312
Graves Light Lenhart Wealth
Virginia
$205K +$205K +3,000 New
MCCA
313
Mill Creek Capital Advisors
Pennsylvania
$205K +$205K +3,000 New
Bank Julius Baer & Co
314
Bank Julius Baer & Co
Switzerland
$205K -$2.52K -37 -1%
MFG
315
Merit Financial Group
Georgia
$201K +$201K +2,946 New
Comerica Bank
316
Comerica Bank
Texas
$193K +$8.45K +124 +5%
HI
317
Harbour Investments
Wisconsin
$191K -$3.34K -49 -2%
OSAM
318
O'Shaughnessy Asset Management
Connecticut
$188K +$68 +1 +0%
VWWMG
319
Vermillion & White Wealth Management Group
Pennsylvania
$173K +$173K +2,520 New
UB
320
UMB Bank
Missouri
$158K – – –
KOCAA
321
Knights of Columbus Asset Advisors
Connecticut
$157K – – –
GEA
322
Glen Eagle Advisors
New Jersey
$155K – – –
KFI
323
Key Financial Inc
Pennsylvania
$155K – – –
AA
324
Addison Advisors
Vermont
$154K – – –
CFGS
325
Concourse Financial Group Securities
Alabama
$143K -$1.3K -19 -0.9%
11 12
13
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