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iShares Global Tech ETF
IXN

Overview Fund Activity

126 hedge funds and large institutions have $470M invested in iShares Global Tech ETF in 2017 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
126
Holders Change
+4
Holders Change %
+3.28%
% of All Funds
3.15%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
14
Increased
41
Reduced
38
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$104M
2
IC
2
InterOcean Capital
Illinois
$2.81M
3
Bank of America
3
Bank of America
North Carolina
$90.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$20.3M
5
ACP
5
Aveo Capital Partners
Colorado
$1.83M

Top Sellers

1
WSTAM
1
Wilbanks Smith & Thomas Asset Management
Virginia
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
PWM
3
Perigon Wealth Management
California
$886K
4
Wells Fargo
4
Wells Fargo
California
$14.8M
5
Fifth Third Bancorp
5
Fifth Third Bancorp
Ohio
$3.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
51
Perigon Wealth Management
California
$886K -$2.2M -92,736 -71%
AWA
52
Arete Wealth Advisors
Illinois
$880K +$241K +10,140 +38%
HSBC Holdings
53
HSBC Holdings
United Kingdom
$868K -$280K -11,790 -24%
PG
54
Patten Group
Tennessee
$820K – – –
CIC
55
Carnegie Investment Counsel
Ohio
$819K – – –
ECAM
56
East Coast Asset Management
Massachusetts
$816K -$112K -4,734 -12%
CAL
57
Capital Advisors Ltd
Ohio
$790K -$14.7K -618 -2%
QCMC
58
Quantum Capital Management (California)
California
$787K -$3.42K -144 -0.4%
PA
59
Pinnacle Associates
New York
$729K -$3.56K -150 -0.5%
WB
60
WesBanco Bank
West Virginia
$702K -$62K -2,616 -8%
CIBC World Market
61
CIBC World Market
Ontario, Canada
$682K +$204K +8,610 +43%
PAG
62
Private Advisor Group
New Jersey
$584K +$173K +7,158 +42%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$566K +$64.1K +2,700 +13%
MLIC
64
Mandatum Life Insurance Company
Finland
$563K – – –
NCMW
65
Northern Capital Management (Wisconsin)
Wisconsin
$520K -$48.4K -2,040 -9%
Barclays
66
Barclays
United Kingdom
$498K +$498K +21,000 New
Janney Montgomery Scott
67
Janney Montgomery Scott
Pennsylvania
$488K +$40.3K +1,698 +9%
SXL
68
Summit X LLC
Missouri
$457K +$72.5K +3,042 +19%
MCM
69
MAI Capital Management
Ohio
$456K – – –
DWM
70
Dakota Wealth Management
Florida
$424K – – –
GWM
71
Geneos Wealth Management
Colorado
$407K -$4.26K -180 -1%
FAAS
72
First Allied Advisory Services
California
$398K +$40.5K +1,704 +11%
PWAP
73
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$394K -$7.84K -330 -2%
MCM
74
Maryland Capital Management
Maryland
$384K +$384K +16,182 New
CCM
75
Crossvault Capital Management
Texas
$377K – – –
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3
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