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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 %
PMFA
326
Plante Moran Financial Advisors
Michigan
$39.2K – – –
VWM
327
Venturi Wealth Management
Texas
$36.5K -$932 -15 -2%
AF
328
Advisornet Financial
Minnesota
$36.3K +$62 +1 +0.2%
TFGT
329
TS Financial Group (TSFG)
Illinois
$36K – – –
AA
330
Ancora Advisors
Ohio
$34.1K – – –
BHWM
331
Bay Harbor Wealth Management
Maryland
$31K – – –
CWP
332
Concord Wealth Partners
Virginia
$28.4K +$15.8K +254 +125%
HCM
333
Hollencrest Capital Management
California
$28K – – –
FFA
334
Founders Financial Alliance
North Carolina
$25.9K -$23.8K -382 -48%
1832 Asset Management
335
1832 Asset Management
Ontario, Canada
$24.6K +$24.6K +395 New
APC
336
Aspire Private Capital
North Carolina
$23.5K – – –
EWM
337
EPG Wealth Management
Georgia
$21.6K – – –
CP
338
Castleview Partners
Texas
$20.2K – – –
KM
339
Kalos Management
Georgia
$20K – – –
TWM
340
Tradition Wealth Management
Minnesota
$19K +$1.25K +20 +7%
PCM
341
Penserra Capital Management
California
$19K +$19K +321 New
FHA
342
First Horizon Advisors
Tennessee
$18.8K – – –
CTA
343
Colonial Trust Advisors
South Carolina
$18.7K – – –
IGWM
344
ICA Group Wealth Management
Colorado
$17.1K -$8.28K -133 -33%
CAL
345
Capital Analysts LLC
Pennsylvania
$16K +$16K +257 New
FCA
346
FinTrust Capital Advisors
South Carolina
$15.3K – – –
TFP
347
Tilia Fiduciary Partners
North Carolina
$15.2K +$62 +1 +0.4%
RA
348
Rise Advisors
New York
$15.1K +$62 +1 +0.4%
CIAS
349
Capital Investment Advisory Services
North Carolina
$14.9K – – –
KFS
350
Kelly Financial Services
Massachusetts
$14.1K -$8.28K -133 -37%
12 13
14
15 16