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iShares Global Tech ETF
IXN

Overview Fund Activity

308 hedge funds and large institutions have $2.49B invested in iShares Global Tech ETF in 2020 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 115 increasing their positions, 89 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
+16
Holders Change %
+5.48%
% of All Funds
6.33%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.14%
New
50
Increased
115
Reduced
89
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAS
1
Park Avenue Securities
New York
$58.1M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$507M
3
DZ Bank
3
DZ Bank
Germany
$39.9M
4
BlackRock
4
BlackRock
New York
$140M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$40.9M

Top Sellers

1
JSAM
1
J. Safra Asset Management
New York
$1.7M
2
VLKIM
2
Van Lanschot Kempen Investment Management
Netherlands
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$2.6M
4
MPW
4
MA Private Wealth
California
$16.2M
5
IC
5
InterOcean Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
51
Pettinga Financial Advisors
Indiana
$4.87M +$4.03M +102,672 +482%
JIC
52
Johnson Investment Counsel
Ohio
$4.86M -$105K -2,676 -2%
HighTower Advisors
53
HighTower Advisors
Illinois
$4.83M +$115K +2,952 +2%
AAS
54
Avantax Advisory Services
Texas
$4.76M -$297K -7,566 -6%
MCIA
55
Mountain Capital Investment Advisors
Colorado
$4.38M +$175K +4,368 +4%
OAP
56
One Advisory Partners
Kansas
$4.27M +$4.27M +108,666 New
Stifel Financial
57
Stifel Financial
Missouri
$4.22M +$1.57M +40,098 +59%
EWG
58
Executive Wealth Group
Washington
$3.8M +$4.48K +114 +0.1%
CWS
59
Cypress Wealth Services
California
$3.76M +$1.09M +27,642 +41%
BWP
60
Bernardo Wealth Planning
Pennsylvania
$3.75M +$41.2K +1,050 +1%
PS
61
Portfolio Strategies
New York
$3.65M -$90.2K -2,298 -2%
PAG
62
Private Advisor Group
New Jersey
$3.5M +$220K +5,598 +7%
SMG
63
Spectrum Management Group
Indiana
$3.45M +$3.45M +87,852 New
OFG
64
OmniStar Financial Group
North Carolina
$3.35M +$1.3M +33,132 +63%
SC
65
Slow Capital
California
$3.31M -$98K -2,496 -3%
NR
66
Newfound Research
Massachusetts
$3.22M +$2.41M +61,410 +297%
BRWA
67
B. Riley Wealth Advisors
Florida
$3.19M +$399K +10,170 +14%
FDCDDQ
68
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.14M -$48.9K -1,248 -2%
CC
69
Courier Capital
New York
$2.98M – – –
SXL
70
Summit X LLC
Missouri
$2.94M -$104K -2,646 -3%
MAM
71
Marotta Asset Management
Virginia
$2.93M -$130K -3,324 -4%
CFGS
72
Concourse Financial Group Securities
Alabama
$2.92M +$81.3K +2,070 +3%
AWM
73
AE Wealth Management
Kansas
$2.89M +$961K +24,468 +50%
Truist Financial
74
Truist Financial
North Carolina
$2.86M -$269K -6,846 -9%
SSWM
75
Sheets Smith Wealth Management
North Carolina
$2.83M +$305K +7,764 +12%
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3
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