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iShares Global Tech ETF
IXN

Overview Fund Activity

427 hedge funds and large institutions have $2.24B invested in iShares Global Tech ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 108 increasing their positions, 162 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
427
Holders Change
+5
Holders Change %
+1.18%
% of All Funds
6.19%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
34
Increased
108
Reduced
162
Closed
22
Calls
$464K
Puts
$82K
Net Calls
+$382K
Net Calls Change
-$648K

Top Buyers

1
PF
1
Phoenix Financial
Israel
$49.6M
2
Amundi
2
Amundi
France
$20.6M
3
Bank of America
3
Bank of America
North Carolina
$185M
4
EWG
4
Executive Wealth Group
Washington
$20.7M
5
Jane Street
5
Jane Street
New York
$10.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$85M
2
CS
2
Credit Suisse
Switzerland
$5.1M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$460M
4
AssetMark Inc
4
AssetMark Inc
California
$41.4M
5
SGWM
5
Sterling Group Wealth Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FC
76
FCA Corp
Texas
$3.32M +$69.6K +930 +2%
WA
77
Waverly Advisors
Alabama
$3.31M -$30.4K -406 -0.9%
MAM
78
Marotta Asset Management
Virginia
$3.08M – – –
BWP
79
Bernardo Wealth Planning
Pennsylvania
$2.99M -$365K -4,882 -11%
SWP
80
Stratos Wealth Partners
Ohio
$2.9M -$529K -7,068 -15%
Janney Montgomery Scott
81
Janney Montgomery Scott
Pennsylvania
$2.85M -$205K -2,741 -7%
COCM
82
Charter Oak Capital Management
New Hampshire
$2.73M +$36.7K +490 +1%
DWM
83
Defined Wealth Management
Oregon
$2.71M -$5.69K -76 -0.2%
Creative Planning
84
Creative Planning
Kansas
$2.64M -$92.9K -1,242 -3%
PNAA
85
Pictet North America Advisors
Switzerland
$2.57M +$79.1K +1,058 +3%
Fidelity Investments
86
Fidelity Investments
Massachusetts
$2.51M +$355K +4,744 +16%
Citigroup
87
Citigroup
New York
$2.47M +$821K +10,962 +50%
AWM
88
AE Wealth Management
Kansas
$2.45M -$1.99M -26,536 -45%
WWM
89
Western Wealth Management
Colorado
$2.44M -$74.7K -999 -3%
PA
90
Pinnacle Associates
New York
$2.44M – – –
EL
91
EQ LLC
Washington
$2.43M -$2.17K -29 -0.1%
SSB
92
Sandy Spring Bank
Maryland
$2.42M -$102K -1,370 -4%
AT
93
Arlington Trust
Alabama
$2.33M – – –
PI
94
PineBridge Investments
New York
$2.26M -$1.39M -18,536 -38%
CWM
95
Certus Wealth Management
California
$2.26M +$165K +2,262 +8%
CAM
96
Cresset Asset Management
Illinois
$2.19M +$1.12M +14,979 +105%
PG
97
Patten Group
Tennessee
$2.12M +$75.5K +1,009 +4%
CL
98
Choreo LLC
Illinois
$2.11M +$299 +4 +0%
Truist Financial
99
Truist Financial
North Carolina
$2.08M +$1.2M +16,067 +137%
GIA
100
Gladstone Institutional Advisory
Florida
$2.04M -$411K -5,499 -17%
2 3
4
5 6