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iShares Global Tech ETF
IXN

Overview Fund Activity

98 hedge funds and large institutions have $252M invested in iShares Global Tech ETF in 2015 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+4
Holders Change %
+4.26%
% of All Funds
2.61%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
13
Increased
29
Reduced
26
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$11.2M
2
UCFA
2
United Capital Financial Advisors
Texas
$8.63M
3
JWS
3
Juncture Wealth Strategies
Arizona
$2.18M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$23.9M
5
PWM
5
Perigon Wealth Management
California
$1.54M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$47.9M
2
Deutsche Bank
2
Deutsche Bank
Germany
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$14.8M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.25M
5
WSTAM
5
Wilbanks Smith & Thomas Asset Management
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIG
26
American International Group
New York
$1.62M -$3K -186 -0.2%
JIC
27
Johnson Investment Counsel
Ohio
$1.61M +$234K +14,490 +17%
PWM
28
Perigon Wealth Management
California
$1.54M +$1.02M +63,030 +194%
SSB
29
Sandy Spring Bank
Maryland
$1.47M +$266K +16,458 +22%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$1.25M -$1.97M -121,938 -61%
BKBG
31
BHF Kleinwort Benson Group
Belgium
$1.2M – – –
BAM
32
Baring Asset Management
United Kingdom
$1.14M -$279K -17,322 -20%
RG
33
Rathbones Group
United Kingdom
$1.12M +$141K +8,730 +14%
PBT
34
Pictet Bank & Trust
Bahamas
$1.05M – – –
QCMC
35
Quantum Capital Management (California)
California
$966K -$51.5K -3,192 -5%
MFS
36
MSI Financial Services
Massachusetts
$907K +$238K +14,772 +36%
NAM
37
NTV Asset Management
West Virginia
$890K – – –
ECAM
38
East Coast Asset Management
Massachusetts
$738K +$76.9K +4,764 +12%
BWFA
39
Baltimore-Washington Financial Advisors
Maryland
$732K +$33.9K +2,100 +5%
Citigroup
40
Citigroup
New York
$718K -$20.5K -1,272 -3%
BFA
41
Beaumont Financial Advisors
Massachusetts
$712K +$123K +7,608 +21%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$625K +$209K +12,996 +50%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$615K +$73.3K +4,536 +14%
PA
44
Pinnacle Associates
New York
$595K – – –
CIC
45
Carnegie Investment Counsel
Ohio
$591K – – –
TCM
46
Traynor Capital Management
Pennsylvania
$580K -$41.7K -2,586 -7%
AWA
47
Arete Wealth Advisors
Illinois
$570K +$10.9K +672 +2%
CAL
48
Capital Advisors Ltd
Ohio
$549K +$14.8K +918 +3%
NCMW
49
Northern Capital Management (Wisconsin)
Wisconsin
$523K +$4.36K +270 +0.8%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$505K +$452K +27,954 +844%
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