IXN icon

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
6.26%
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 %
Bank Julius Baer & Co
301
Bank Julius Baer & Co
Switzerland
$251K -$28.3K -304 -10%
BCP
302
Berkeley Capital Partners
Georgia
$251K +$497 +6 +0.2%
MCWS
303
McKinley Carter Wealth Services
West Virginia
$249K – – –
LSA
304
L & S Advisors
California
$249K +$497 +6 +0.2%
MCCA
305
Mill Creek Capital Advisors
Pennsylvania
$248K – – –
SC
306
Searle & Co
Connecticut
$248K – – –
JCM
307
Janney Capital Management
Pennsylvania
$248K – – –
BAM
308
Belpointe Asset Management
Nevada
$248K +$248K +2,992 New
RFC
309
Regions Financial Corp
Alabama
$243K – – –
CWA
310
Clarity Wealth Advisors
California
$236K – – –
MGIA
311
Moneta Group Investment Advisors
Missouri
$231K -$12.7K -153 -5%
KIA
312
KCM Investment Advisors
California
$231K – – –
PS
313
Principal Securities
Iowa
$231K -$38.9K -470 -14%
SG
314
StoneX Group
New York
$231K – – –
KPWS
315
Kestra Private Wealth Services
Texas
$228K -$10.3K -124 -4%
TC
316
TownSquare Capital
Utah
$228K -$2.57K -31 -1%
Comerica Bank
317
Comerica Bank
Texas
$224K +$11.7K +141 +6%
NW
318
Naviter Wealth
Arkansas
$224K – – –
LA
319
Legacy Advisors
Pennsylvania
$224K +$224K +2,700 New
FMN
320
Financial Management Network
California
$223K +$223K +2,598 New
KWA
321
Kingswood Wealth Advisors
California
$222K +$222K +2,675 New
RA
322
RFG Advisory
Alabama
$220K -$18K -217 -8%
KCFA
323
Key Client Fiduciary Advisors
New Jersey
$217K +$217K +2,623 New
IAN
324
Integrated Advisors Network
Texas
$217K +$217K +2,623 New
DWM
325
Dorchester Wealth Management
Quebec, Canada
$217K +$217K +2,600 New
11 12
13
14 15