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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 %
TCM
76
Traynor Capital Management
Pennsylvania
$376K – – –
CFA
77
Carroll Financial Associates
North Carolina
$371K +$30.3K +1,260 +9%
GA
78
GFS Advisors
Texas
$359K – – –
BAM
79
Baring Asset Management
United Kingdom
$335K +$335K +14,100 New
AIM
80
Advantage Investment Management
Iowa
$324K +$28.5K +1,200 +10%
SWP
81
Stratos Wealth Partners
Ohio
$300K – – –
SFG
82
Summit Financial Group
West Virginia
$297K – – –
EHC
83
Everett Harris & Co
California
$285K – – –
AP
84
Advisors Preferred
Maryland
$281K +$2.85K +120 +1%
MML Investors Services
85
MML Investors Services
Massachusetts
$274K +$274K +11,550 New
Creative Planning
86
Creative Planning
Kansas
$260K – – –
VFA
87
Voya Financial Advisors
Connecticut
$254K +$37.3K +1,584 +17%
CGL
88
Clarius Group LLC
Washington
$242K – – –
IA
89
IFP Advisors
Florida
$240K +$155K +6,516 +181%
JPMPWA
90
J.P. Morgan Private Wealth Advisors
California
$235K -$20.1K -846 -8%
HFS
91
HL Financial Services
Kentucky
$231K -$7.54K -318 -3%
NFC
92
Northeast Financial Consultants
Connecticut
$227K – – –
SPC
93
Sigma Planning Corp
Michigan
$227K +$227K +9,558 New
CAN
94
Cetera Advisor Networks
California
$225K -$15K -624 -6%
Schroder Investment Management Group
95
Schroder Investment Management Group
United Kingdom
$209K +$156K +6,660 +296%
WT
96
Whittier Trust
California
$199K -$34.1K -1,440 -15%
FANJ
97
Financial Architects (New Jersey)
New Jersey
$184K +$184K +7,764 New
CLOS
98
Compagnie Lombard Odier SCmA
Switzerland
$164K +$164K +6,900 New
US Bancorp
99
US Bancorp
Minnesota
$156K +$156K +6,570 New
CCM
100
Cribstone Capital Management
Maine
$129K – – –
2 3
4
5 6