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iShares Global Tech ETF
IXN

Overview Fund Activity

234 hedge funds and large institutions have $1.91B invested in iShares Global Tech ETF in 2019 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 97 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
234
Holders Change
+27
Holders Change %
+13.04%
% of All Funds
5.07%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.17%
New
42
Increased
97
Reduced
50
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$471M
2
PAS
Park Avenue Securities
New York
$70.1M
3
BlackRock
BlackRock
New York
$183M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$28.9M
5
Ameriprise
Ameriprise
Minnesota
$29.4M

Top Sellers

1
RJA
Raymond James & Associates
Florida
$10.4M
2
UBS Group
UBS Group
Switzerland
$29.9M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
4
RFO
RiverGlades Family Offices
Florida
$0
5
TPWA
TRUE Private Wealth Advisors
Oregon
$2.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
101
Pinnacle Associates
New York
$773K +$29.9K +1,050 +4%
SFS
102
Sowell Financial Services
Arkansas
$758K +$17.3K +606 +2%
RJT
103
Raymond James Trust
Florida
$755K -$11.6K -408 -2%
AFNAS
104
American Financial Network Advisory Services
California
$754K -$140K -4,962 -16%
QCMC
105
Quantum Capital Management (California)
California
$746K +$3.76K +132 +0.5%
CAL
106
Capital Advisors Ltd
Ohio
$734K -$233K -8,184 -24%
LWM
107
Liberty Wealth Management
California
$691K +$141K +4,962 +26%
IWM
108
IHT Wealth Management
Illinois
$673K -$40.7K -1,428 -6%
BRWA
109
B. Riley Wealth Advisors
Florida
$672K +$257K +9,006 +62%
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$660K -$70.9K -2,490 -10%
LHC
111
Little House Capital
Massachusetts
$651K +$6.84K +240 +1%
FRA
112
Front Row Advisors
California
$638K -$29.8K -1,044 -4%
BHWM
113
Bay Harbor Wealth Management
Maryland
$636K +$264K +9,264 +71%
PG
114
Patten Group
Tennessee
$635K -$21.4K -750 -3%
SWP
115
Stratos Wealth Partners
Ohio
$610K +$119K +4,182 +24%
JHP
116
James Hambro & Partners
United Kingdom
$608K – – –
MLIC
117
Mandatum Life Insurance Company
Finland
$599K – – –
PA
118
PFG Advisors
Arizona
$595K +$132K +4,386 +29%
CWS
119
Cypress Wealth Services
California
$573K +$573K +20,100 New
CBFP
120
Cedar Brook Financial Partners
Ohio
$565K +$118K +4,158 +27%
PIMG
121
Patriot Investment Management Group
Tennessee
$560K +$560K +19,662 New
CFA
122
Carroll Financial Associates
North Carolina
$552K +$19.6K +690 +4%
MAFM
123
Mid Atlantic Financial Management
Pennsylvania
$535K +$232K +8,142 +77%
VC
124
Vicus Capital
Pennsylvania
$527K +$527K +18,498 New
FANJ
125
Financial Architects (New Jersey)
New Jersey
$522K +$26K +912 +5%
3 4
5
6 7