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iShares Global Tech ETF
IXN

Overview Fund Activity

367 hedge funds and large institutions have $3.51B invested in iShares Global Tech ETF in 2021 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 136 increasing their positions, 128 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
367
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
6.46%
Holding in Top 10
8
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-42.86%
% of All Funds
0.14%
New
32
Increased
136
Reduced
128
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$768M
2
Fisher Asset Management
Fisher Asset Management
Washington
$182M
3
Morgan Stanley
Morgan Stanley
New York
$155M
4
Jane Street
Jane Street
New York
$17.5M
5
LPL Financial
LPL Financial
California
$175M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$80M
2
DZ Bank
DZ Bank
Germany
$0
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$5.97M
4
Bank of America
Bank of America
North Carolina
$211M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$60.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSBC Holdings
126
HSBC Holdings
United Kingdom
$2.16M +$440K +8,580 +26%
CA
127
Cetera Advisors
Colorado
$2.13M +$98.2K +1,914 +5%
DWM
128
Defined Wealth Management
Oregon
$2.12M +$21.9K +426 +1%
WF
129
Williams Financial
Vermont
$2.02M -$178K -3,474 -8%
FIA
130
Foundations Investment Advisors
Arizona
$1.92M +$1.36M +25,494 +241%
MCM
131
Maryland Capital Management
Maryland
$1.85M +$122K +2,370 +7%
SPC
132
Sigma Planning Corp
Michigan
$1.81M -$783K -15,258 -30%
SWP
133
Stratos Wealth Partners
Ohio
$1.8M +$120K +2,340 +7%
HAS
134
HBW Advisory Services
California
$1.8M +$1.8M +35,106 New
PA
135
Pinnacle Associates
New York
$1.76M – – –
TF
136
Trek Financial
Arizona
$1.74M -$17.5K -342 -1%
Fifth Third Bancorp
137
Fifth Third Bancorp
Ohio
$1.66M – – –
NAM
138
NTV Asset Management
West Virginia
$1.65M -$92.3K -1,800 -5%
CFA
139
Carroll Financial Associates
North Carolina
$1.64M +$26.2K +510 +2%
TWM
140
Tradition Wealth Management
Minnesota
$1.59M +$196K +3,822 +14%
Northwestern Mutual Wealth Management
141
Northwestern Mutual Wealth Management
Wisconsin
$1.55M +$291K +5,676 +23%
Barclays
142
Barclays
United Kingdom
$1.54M -$646K -12,600 -30%
VWM
143
Venturi Wealth Management
Texas
$1.51M +$182K +3,552 +14%
SFPG
144
Stonebridge Financial Planning Group
Florida
$1.48M +$1.62K +30 +0.1%
Creative Planning
145
Creative Planning
Kansas
$1.36M +$28.6K +558 +2%
KWM
146
Keebeck Wealth Management
Illinois
$1.36M +$693K +13,506 +104%
MWM
147
Meridian Wealth Management
Kentucky
$1.36M +$160K +3,114 +13%
CIC
148
Carnegie Investment Counsel
Ohio
$1.35M – – –
CAG
149
Csenge Advisory Group
Florida
$1.34M +$168K +3,078 +14%
OPWM
150
Oxinas Partners Wealth Management
Indiana
$1.33M -$744K -14,514 -36%
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