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iShares Global Tech ETF
IXN

Overview Fund Activity

387 hedge funds and large institutions have $1.84B invested in iShares Global Tech ETF in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 88 increasing their positions, 143 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
+28
Holders Change %
+7.8%
% of All Funds
6.1%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
53
Increased
88
Reduced
143
Closed
24
Calls
$1.42M
Puts
$162K
Net Calls
+$1.26M
Net Calls Change
+$3.6M

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$408M
2
PAMS
2
Pictet Asset Management (Switzerland)
Switzerland
$31M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$28.3M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$172M
5
PS
5
Portfolio Strategies
New York
$43.3M

Top Sellers

1
SWG
1
Summit Wealth Group
Vermont
$5.89M
2
DZ Bank
2
DZ Bank
Germany
$199K
3
MCC
3
Money Concepts Capital
Florida
$1.15M
4
CS
4
Credit Suisse
Switzerland
$26M
5
M1FG
5
Mach-1 Financial Group
Arkansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
76
HighTower Advisors
Illinois
$2.32M -$87.4K -1,406 -4%
SSB
77
Sandy Spring Bank
Maryland
$2.28M -$193K -3,105 -8%
DWM
78
Defined Wealth Management
Oregon
$2.25M +$21.9K +352 +1%
AWM
79
AE Wealth Management
Kansas
$2.2M -$63.1K -1,015 -3%
COCM
80
Charter Oak Capital Management
New Hampshire
$2.16M -$15.7K -252 -0.7%
WWM
81
Western Wealth Management
Colorado
$2.14M -$27.8K -447 -1%
EL
82
EQ LLC
Washington
$2.13M -$15.7K -252 -0.7%
Creative Planning
83
Creative Planning
Kansas
$2.07M -$153K -2,453 -7%
GIA
84
Gladstone Institutional Advisory
Florida
$2.04M +$76.1K +1,224 +4%
PA
85
Pinnacle Associates
New York
$2.03M – – –
PCA
86
Prosperity Capital Advisors
Ohio
$1.93M -$311 -5 -0%
KFGK
87
Keystone Financial Group (Kentucky)
Kentucky
$1.93M +$1.93M +31,053 New
SHJ
88
Sharkey, Howes & Javer
Colorado
$1.91M -$74.6K -1,200 -4%
RSWM
89
Robertson Stephens Wealth Management
California
$1.9M – – –
Fidelity Investments
90
Fidelity Investments
Massachusetts
$1.82M -$268K -4,307 -13%
NAM
91
NTV Asset Management
West Virginia
$1.81M -$24.9K -400 -1%
FCAG
92
First Capital Advisors Group
New Jersey
$1.79M +$1.79M +28,783 New
SIA
93
SkyView Investment Advisors
New Jersey
$1.79M +$1.79M +28,783 New
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$1.79M -$29.4K -472 -2%
CL
95
Choreo LLC
Illinois
$1.74M -$57.2K -920 -3%
CWM
96
Certus Wealth Management
California
$1.72M +$1.72M +27,723 New
MPW
97
MA Private Wealth
California
$1.7M -$145K -2,331 -8%
PG
98
Patten Group
Tennessee
$1.69M -$59K -949 -3%
CIC
99
Carnegie Investment Counsel
Ohio
$1.67M – – –
AF
100
Apexium Financial
Texas
$1.65M +$11.1K +179 +0.7%
2 3
4
5 6