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iShares Global Tech ETF
IXN

Overview Fund Activity

73 hedge funds and large institutions have $230M invested in iShares Global Tech ETF in 2013 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 10 closing their positions.

Holders
73
Holders Change
+5
Holders Change %
+7.35%
% of All Funds
2.12%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
15
Increased
22
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
New York State Common Retirement Fund
1
New York State Common Retirement Fund
New York
$18.8M
2
Bank of America
2
Bank of America
North Carolina
$47.6M
3
SC
3
Scotia Capital
Ontario, Canada
$2.95M
4
U
4
UBS
Switzerland
$12.3M
5
SCM
5
SOL Capital Management
Maryland
$3.11M

Top Sellers

1
BFA
1
Beaumont Financial Advisors
Massachusetts
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$51K
3
Deutsche Bank
3
Deutsche Bank
Germany
$5.37M
4
Jane Street
4
Jane Street
New York
$0
5
BG
5
BlackRock Group
United Kingdom
$16K
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
51
Ameriprise
Minnesota
$192K +$5.94K +462 +3%
BRWA
52
B. Riley Wealth Advisors
Florida
$167K +$167K +12,012 New
BWFA
53
Baltimore-Washington Financial Advisors
Maryland
$95K +$40.8K +2,940 +75%
JFGIW
54
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$72K +$72K +5,190 New
AP
55
Advisors Preferred
Maryland
$71K +$71K +5,148 New
Creative Planning
56
Creative Planning
Kansas
$59K – – –
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$51K -$13.8M -997,020 -100%
SFSIG
58
San Francisco Sentry Investment Group
California
$42K -$12.6K -900 -23%
CMO
59
Covenant Multifamily Offices
Texas
$42K +$42K +3,000 New
HNB
60
Huntington National Bank
Ohio
$29K -$26K – –
SHWM
61
Smith & Howard Wealth Management
Georgia
$27K -$18.8K -1,380 -41%
US Bancorp
62
US Bancorp
Minnesota
$25K -$91.7K -6,600 -79%
ClearBridge Investments
63
ClearBridge Investments
New York
$25K +$25K +1,800 New
MFS
64
MSI Financial Services
Massachusetts
$24K +$8.42K +600 +54%
FFC
65
First Financial Corp
Indiana
$17K – – –
PAS
66
Partnervest Advisory Services
California
$17K +$83 +6 +0.5%
BG
67
BlackRock Group
United Kingdom
$16K -$3.8M -278,046 -100%
CTC
68
Central Trust Company
Missouri
$12K – – –
KTC
69
Kistler-Tiffany Companies
Pennsylvania
$12K – – –
CFA
70
Carroll Financial Associates
North Carolina
$12K – – –
NES
71
New England Securities
New York
$12K – – –
GI
72
Gradient Investments
Minnesota
$12K +$12K +900 New
RFA
73
Reilly Financial Advisors
California
$8K – – –
PSI
74
Pinnacle Summer Investments
Virginia
$8K – – –
BFA
75
Beaumont Financial Advisors
Massachusetts
– -$14.2M -1,141,542 Closed
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