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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 %
JWM
351
Janiczek Wealth Management
Colorado
$61.7K – – –
LFASL
352
Lugano Financial Advisors SA (LFA)
Switzerland
$61.4K +$47.7K +700 +350%
ME
353
McIlrath & Eck
Washington
$59.7K – – –
RCM
354
Richardson Capital Management
Wisconsin
$56.4K +$56.4K +827 New
CFD
355
Creative Financial Designs
Indiana
$51.1K – – –
NCM
356
Northwest Capital Management
Oregon
$51.1K – – –
HWP
357
Highline Wealth Partners
California
$50.1K – – –
OP
358
ORG Partners
Indiana
$48.6K +$48.6K +710 New
BWL
359
Bogart Wealth LLC
Virginia
$46.3K – – –
SIS
360
Sound Income Strategies
Florida
$45K +$45K +660 New
Jones Financial Companies
361
Jones Financial Companies
Missouri
$44.7K +$44.7K +655 New
VWM
362
Venturi Wealth Management
Texas
$40.1K -$13.2K -194 -25%
TFGT
363
TS Financial Group (TSFG)
Illinois
$40K – – –
CICI
364
Capital Investment Counsel Inc
North Carolina
$39.2K – – –
AA
365
Ancora Advisors
Ohio
$39.1K +$1.7K +25 +5%
PMFA
366
Plante Moran Financial Advisors
Michigan
$37.5K -$5.45K -80 -13%
AF
367
Advisornet Financial
Minnesota
$34.7K -$5.11K -75 -13%
BHWM
368
Bay Harbor Wealth Management
Maryland
$34K – – –
MFC
369
Morris Financial Concepts
South Carolina
$31.8K – – –
HCM
370
Hollencrest Capital Management
California
$30.7K – – –
CPG
371
Cornerstone Planning Group
New Jersey
$30.4K -$34.5K -506 -53%
FFA
372
Founders Financial Alliance
North Carolina
$28.4K – – –
PS
373
Planned Solutions
California
$26.6K +$26.6K +390 New
APC
374
Aspire Private Capital
North Carolina
$25.8K – – –
IPW
375
Impact Partnership Wealth
Georgia
$25K – – –
13 14
15
16 17