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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 %
Creative Planning
126
Creative Planning
Kansas
$521K -$124K -4,344 -19%
FAIM
127
Financial Advocates Investment Management
Washington
$516K +$516K +18,096 New
WWM
128
Western Wealth Management
Colorado
$505K +$53.7K +1,878 +12%
VFA
129
Voya Financial Advisors
Connecticut
$504K +$56.1K +1,986 +13%
OWA
130
Outlook Wealth Advisors
Texas
$501K +$501K +17,562 New
VDFA
131
Vickerman & Driscoll Financial Advisors
Washington
$488K -$92.7K -3,252 -16%
Mirae Asset Global Investments
132
Mirae Asset Global Investments
South Korea
$479K +$479K +16,800 New
MWM
133
Meridian Wealth Management
Kentucky
$471K -$8.73K -306 -2%
TCM
134
Traynor Capital Management
Pennsylvania
$455K – – –
Northwestern Mutual Wealth Management
135
Northwestern Mutual Wealth Management
Wisconsin
$447K -$2.4K -84 -0.5%
GWM
136
Geneos Wealth Management
Colorado
$446K +$5.13K +180 +1%
Renaissance Technologies
137
Renaissance Technologies
New York
$445K +$445K +15,600 New
Schroder Investment Management Group
138
Schroder Investment Management Group
United Kingdom
$439K +$51.2K +1,800 +13%
Bessemer Group
139
Bessemer Group
New Jersey
$436K -$1.36M -47,790 -76%
DWM
140
Dakota Wealth Management
Florida
$435K -$74.9K -2,628 -15%
PWAP
141
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$430K – – –
SG
142
StoneX Group
New York
$426K +$149K +5,244 +54%
Kovitz Investment Group Partners
143
Kovitz Investment Group Partners
Illinois
$426K +$426K +14,940 New
PFA
144
Pettinga Financial Advisors
Indiana
$415K +$415K +14,550 New
Fidelity Investments
145
Fidelity Investments
Massachusetts
$405K +$4.62K +162 +1%
EIP
146
Ellis Investment Partners
Pennsylvania
$404K – – –
SWA
147
Stratos Wealth Advisors
Ohio
$395K +$395K +13,866 New
FEM
148
Fulcrum Equity Management
Texas
$393K – – –
FCA
149
FinTrust Capital Advisors
South Carolina
$393K +$29.9K +1,050 +8%
AA
150
Advisory Alpha
Michigan
$393K +$393K +13,530 New
4 5
6
7 8