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iShares Global Tech ETF
IXN

Overview Fund Activity

430 hedge funds and large institutions have $2.41B invested in iShares Global Tech ETF in 2024 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 119 increasing their positions, 135 reducing their positions, and 38 closing their positions.

Holders
430
Holders Change
+3
Holders Change %
+0.7%
% of All Funds
6.26%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
49
Increased
119
Reduced
135
Closed
38
Calls
$290K
Puts
–
Net Calls
+$290K
Net Calls Change
-$92K

Top Buyers

1
PCH
1
PGIM Custom Harvest
New Jersey
$66M
2
PS
2
Portfolio Strategies
New York
$86.6M
3
TI
3
Tidal Investments
Wisconsin
$10.3M
4
VIA
4
Vickerman Investment Advisors
Washington
$10.6M
5
SGWM
5
Sterling Group Wealth Management
California
$8.51M

Top Sellers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$423M
2
AssetMark Inc
2
AssetMark Inc
California
$108K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$74.2M
4
Pictet Asset Management
4
Pictet Asset Management
Switzerland
$17.8M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$13.8M
Name Market Value Shares Shares
Change 		Shares
Change %
PG
101
Patten Group
Tennessee
$2.36M 28,538 +246 +0.9%
Jones Financial Companies
102
Jones Financial Companies
Missouri
$2.35M 28,347 +13,883 +96%
MCC
103
Money Concepts Capital
Florida
$2.28M 27,483 +592 +2%
NAM
104
NTV Asset Management
West Virginia
$2.19M 26,494 -100 -0.4%
RSWM
105
Robertson Stephens Wealth Management
California
$2.19M 26,436 +2,878 +12%
4WM
106
4J Wealth Management
Virginia
$2.17M 26,225 +425 +2%
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$2.15M 25,948 -20 -0.1%
FCH
108
Freestone Capital Holdings
Washington
$2.15M 25,937 -51 -0.2%
SFS
109
Sowell Financial Services
Arkansas
$2.14M 25,849 +2,644 +11%
MPW
110
MA Private Wealth
California
$2.12M 25,580 -142 -0.6%
VF
111
VitalStone Financial
Texas
$2.11M 25,439 +147 +0.6%
AF
112
Apexium Financial
Texas
$2.1M 25,315 -100 -0.4%
SHJ
113
Sharkey, Howes & Javer
Colorado
$2.09M 25,265 – –
Schroder Investment Management Group
114
Schroder Investment Management Group
United Kingdom
$2.09M 25,145 -46,200 -65%
FAIM
115
Financial Advocates Investment Management
Washington
$2.05M 20,249 +15,019 +287%
BRWA
116
B. Riley Wealth Advisors
Florida
$2.03M 24,548 -1,368 -5%
BHBT
117
Burke & Herbert Bank & Trust
Virginia
$2.03M 24,528 +24,528 New
WAP
118
Wealthcare Advisory Partners
Pennsylvania
$2.03M 24,468 -32 -0.1%
SMWM
119
Silvia McColl Wealth Management
California
$2.02M 24,400 – –
CA
120
Clearstead Advisors
Ohio
$2M 24,109 +22,709 +1,622%
USCWA
121
U.S. Capital Wealth Advisors
Texas
$1.88M 22,752 +10,173 +81%
BBP
122
Banco BTG Pactual
Brazil
$1.87M 23,250 -2,100 -8%
CIC
123
Carnegie Investment Counsel
Ohio
$1.86M 22,461 -415 -2%
DZ Bank
124
DZ Bank
Germany
$1.84M 22,239 -56,944 -72%
Citigroup
125
Citigroup
New York
$1.83M 22,148 -10,911 -33%
3 4
5
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