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iShares Global Tech ETF
IXN

Overview Fund Activity

422 hedge funds and large institutions have $2.09B invested in iShares Global Tech ETF in 2023 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 115 increasing their positions, 134 reducing their positions, and 24 closing their positions.

Holders
422
Holders Change
+48
Holders Change %
+12.83%
% of All Funds
6.19%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
77
Increased
115
Reduced
134
Closed
24
Calls
$1.39M
Puts
$361K
Net Calls
+$1.03M
Net Calls Change
+$1.87M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$157M
2
AssetMark Inc
2
AssetMark Inc
California
$47.7M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$196M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$23.5M
5
ACP
5
Aveo Capital Partners
Colorado
$3.86M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$17.1M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$435M
3
Jane Street
3
Jane Street
New York
$0
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$3.88M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$7.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
76
Beaumont Capital Management
Massachusetts
$3.06M +$3.06M +44,868 New
BWP
77
Bernardo Wealth Planning
Pennsylvania
$3.06M -$177K -2,596 -5%
WA
78
Waverly Advisors
Alabama
$3.04M +$7.09K +104 +0.2%
SAM
79
SP Asset Management
California
$3.04M +$4.23K +62 +0.1%
FC
80
FCA Corp
Texas
$2.96M -$1.89M -27,723 -39%
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$2.86M -$73.8K -1,083 -3%
MAM
82
Marotta Asset Management
Virginia
$2.81M -$80.4K -1,179 -3%
NIWA
83
New Insight Wealth Advisors
California
$2.81M +$2.81M +41,179 New
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$2.78M -$460K -6,749 -14%
WSTAM
85
Wilbanks Smith & Thomas Asset Management
Virginia
$2.57M -$252K -3,701 -9%
Creative Planning
86
Creative Planning
Kansas
$2.5M +$19.8K +290 +0.8%
DWM
87
Defined Wealth Management
Oregon
$2.47M +$1.77K +26 +0.1%
COCM
88
Charter Oak Capital Management
New Hampshire
$2.46M +$21.1K +309 +0.9%
Wealthfront Advisers
89
Wealthfront Advisers
California
$2.38M +$313K +4,593 +15%
SSB
90
Sandy Spring Bank
Maryland
$2.3M -$106K -1,555 -4%
WWM
91
Western Wealth Management
Colorado
$2.29M -$35.7K -524 -2%
PNAA
92
Pictet North America Advisors
Switzerland
$2.27M +$402K +5,895 +22%
GIA
93
Gladstone Institutional Advisory
Florida
$2.24M +$111K +1,631 +5%
PA
94
Pinnacle Associates
New York
$2.22M – – –
EL
95
EQ LLC
Washington
$2.22M -$79.4K -1,164 -3%
Bessemer Group
96
Bessemer Group
New Jersey
$2.14M +$855K +12,550 +67%
AT
97
Arlington Trust
Alabama
$2.12M +$2.12M +31,100 New
PCA
98
Prosperity Capital Advisors
Ohio
$2.09M +$18.5K +271 +0.9%
D
99
Dentgroup
Louisiana
$2.05M -$571K -8,371 -22%
Fidelity Investments
100
Fidelity Investments
Massachusetts
$1.96M +$30K +440 +2%
2 3
4
5 6