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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.

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 %
Creative Planning
76
Creative Planning
Kansas
$85K -$777 -48 -0.9%
JFGIW
77
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$84K – – –
Bessemer Group
78
Bessemer Group
New Jersey
$65K +$65K +4,032 New
AP
79
Advisors Preferred
Maryland
$59.1K +$59.1K +3,660 New
GWA
80
Genesis Wealth Advisors
Massachusetts
$37.1K – – –
HNB
81
Huntington National Bank
Ohio
$34K +$34K +2,100 New
CLOS
82
Compagnie Lombard Odier SCmA
Switzerland
$33K +$33K +2,040 New
US Bancorp
83
US Bancorp
Minnesota
$29K – – –
GWM
84
Gupta Wealth Management
California
$29K +$29K +1,800 New
CFA
85
Carroll Financial Associates
North Carolina
$19K – – –
FFC
86
First Financial Corp
Indiana
$19K – – –
IWM
87
Integrated Wealth Management
California
$18K +$18K +1,170 New
CTC
88
Central Trust Company
Missouri
$15K – – –
BPBT
89
Boston Private Bank & Trust
Massachusetts
$11K – – –
ASN
90
Advisory Services Network
Georgia
$11K – – –
Chevy Chase Trust
91
Chevy Chase Trust
Maryland
$10K – – –
RFA
92
Reilly Financial Advisors
California
$10K – – –
PSI
93
Pinnacle Summer Investments
Virginia
$10K – – –
AllianceBernstein
94
AllianceBernstein
Tennessee
$6K – – –
PIA
95
Peachtree Investment Advisors
Georgia
$5K – – –
WAS
96
Winch Advisory Services
Wisconsin
$3K +$3K +198 New
CIM
97
Cambria Investment Management
California
$2.43K +$941 +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
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4
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