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iShares Global Tech ETF
IXN

Overview Fund Activity

394 hedge funds and large institutions have $1.81B invested in iShares Global Tech ETF in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 82 increasing their positions, 191 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
394
Holders Change
-52
Holders Change %
-11.66%
% of All Funds
6.66%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
39
Increased
82
Reduced
191
Closed
85
Calls
$649K
Puts
$3.03M
Net Calls
-$2.38M
Net Calls Change
-$3.3M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
$241M
2
Jane Street
Jane Street
New York
$16.5M
3
Bessemer Group
Bessemer Group
New Jersey
$7.76M
4
IDA
Intelligence Driven Advisers
California
$12.6M
5
Fidelity International
Fidelity International
Bermuda
$7.15M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$101M
2
CIAS
CFS Investment Advisory Services
New Jersey
$1.37M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$9.76M
4
LPL Financial
LPL Financial
California
$66.2M
5
Morgan Stanley
Morgan Stanley
New York
$74M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSWG
76
Cardinal Strategic Wealth Guidance
Kentucky
$2.46M +$568K +12,436 +30%
CIBC World Market
77
CIBC World Market
Ontario, Canada
$2.32M -$443K -9,694 -16%
BFA
78
BMS Financial Advisors
South Dakota
$2.28M +$626K +9,730 +38%
ST
79
Sentinel Trust
Texas
$2.24M +$2.24M +49,000 New
GT
80
Greenleaf Trust
Michigan
$2.18M – – –
WA
81
Waverly Advisors
Alabama
$2.13M +$2.13M +46,507 New
SHJ
82
Sharkey, Howes & Javer
Colorado
$2.12M -$3.69M -80,736 -63%
SSB
83
Sandy Spring Bank
Maryland
$2.11M -$69.2K -1,515 -3%
FPW
84
Flagship Private Wealth
Massachusetts
$2.1M +$51.4K +1,125 +3%
MAM
85
Marotta Asset Management
Virginia
$2.07M -$245K -5,383 -11%
EL
86
EQ LLC
Washington
$2.03M -$7.59K -166 -0.4%
SAM
87
SP Asset Management
California
$2.03M +$3.52K +77 +0.2%
HSBC Holdings
88
HSBC Holdings
United Kingdom
$2.02M – – –
OFG
89
OmniStar Financial Group
North Carolina
$2M -$153K -3,341 -7%
MIAN
90
Mariner Independent Advisor Network
Kansas
$1.95M -$593K -12,952 -23%
KOC
91
Koss-Olinger Consulting
Florida
$1.93M +$1.6M +35,057 +489%
SCA
92
Snowden Capital Advisors
New York
$1.9M -$51.3K -1,122 -3%
MBT
93
Montecito Bank & Trust
California
$1.88M -$36.4K -796 -2%
QAM
94
Q3 Asset Management
Michigan
$1.85M +$1.85M +40,555 New
BRWA
95
B. Riley Wealth Advisors
Florida
$1.84M -$2.44M -53,341 -57%
Rockefeller Capital Management
96
Rockefeller Capital Management
New York
$1.83M -$143K -3,120 -7%
KFGK
97
Keystone Financial Group (Kentucky)
Kentucky
$1.83M -$106K -2,314 -5%
Creative Planning
98
Creative Planning
Kansas
$1.79M +$64.5K +1,411 +4%
CWS
99
Cypress Wealth Services
California
$1.78M -$895K -19,571 -34%
4WM
100
4J Wealth Management
Virginia
$1.74M -$121K -2,649 -6%
2 3
4
5 6