We are live on ! Find out more
IXN icon

iShares Global Tech ETF

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

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

12% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 26

4% more funds holding

Funds holding: 9498 (+4)

7% less capital invested

Capital invested by funds: $271M → $252M (-$18.7M)

31.96% less ownership

Funds ownership: 202.11%170.15% (-32%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

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
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
76
Creative Planning
Kansas
$85K -$768 -48 -0.9%
JFGIW
77
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$84K
Bessemer Group
78
Bessemer Group
New Jersey
$65K +$64.5K +4,032 New
AP
79
Advisors Preferred
Maryland
$59.1K +$58.6K +3,660 New
GWA
80
Genesis Wealth Advisors
Massachusetts
$37.1K
HNB
81
Huntington National Bank
Ohio
$34K +$33.6K +2,100 New
CLOS
82
Compagnie Lombard Odier SCmA
Switzerland
$33K +$32.7K +2,040 New
US Bancorp
83
US Bancorp
Minnesota
$29K
GWM
84
Gupta Wealth Management
California
$29K +$28.8K +1,800 New
CFA
85
Carroll Financial Associates
North Carolina
$19K
FFC
86
First Financial Corp
Indiana
$19K
IWMPD
87
Integrated Wealth Management (Palm Desert)
California
$18K +$18.7K +1,170 New
CTC
88
Central Trust Company
Missouri
$15K
ASN
89
Advisory Services Network
Georgia
$11K
BPBT
90
Boston Private Bank & Trust
Massachusetts
$11K
Chevy Chase Trust
91
Chevy Chase Trust
Maryland
$10K
PSI
92
Pinnacle Summer Investments
Virginia
$10K
RFA
93
Reilly Financial Advisors
California
$10K
AllianceBernstein
94
AllianceBernstein
Tennessee
$6K
PIA
95
Peachtree Investment Advisors
Georgia
$5K
WAS
96
Winch Advisory Services
Wisconsin
$3K +$3.17K +198 New
CIM
97
Cambria Investment Management
California
$2.43K +$934K +58,320 +63%
Deutsche Bank
98
Deutsche Bank
Germany
-$5.28M -334,236 Closed
WSTAM
99
Wilbanks Smith & Thomas Asset Management
Virginia
-$1.71M -107,892 Closed
AWA
100
AmeriServ Wealth Advisors
Pennsylvania
-$571K -36,120 Closed