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iShares Global Tech ETF
IXN

Overview Fund Activity

395 hedge funds and large institutions have $4.11B invested in iShares Global Tech ETF in 2021 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 172 increasing their positions, 96 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
+30
Holders Change %
+8.22%
% of All Funds
6.94%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
59
Increased
172
Reduced
96
Closed
23
Calls
$414K
Puts
–
Net Calls
+$414K
Net Calls Change
+$3.9M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.01B
2
LPL Financial
LPL Financial
California
$243M
3
Morgan Stanley
Morgan Stanley
New York
$202M
4
PAS
Park Avenue Securities
New York
$108M
5
Osaic Holdings
Osaic Holdings
Arizona
$113M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$18.2M
2
KFS
Kelly Financial Services
Massachusetts
$388K
3
PA
Parallel Advisors
California
$30.4M
4
SAM
SP Asset Management
California
$2.64M
5
T
TRUADVICE
Florida
$708K
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
126
Creative Planning
Kansas
$2.39M +$336K +5,926 +16%
MCIA
127
Mountain Capital Investment Advisors
Colorado
$2.39M +$920K +16,097 +63%
DWM
128
Defined Wealth Management
Oregon
$2.34M +$15.8K +279 +0.7%
WF
129
Williams Financial
Vermont
$2.1M +$1.1M +19,425 +111%
Northwestern Mutual Wealth Management
130
Northwestern Mutual Wealth Management
Wisconsin
$2.01M +$203K +3,575 +11%
MCM
131
Maryland Capital Management
Maryland
$2M +$2M +35,210 New
Citigroup
132
Citigroup
New York
$1.93M -$694K -12,250 -26%
EH
133
Equitable Holdings
New York
$1.91M +$47.5K +839 +3%
SSWM
134
Sheets Smith Wealth Management
North Carolina
$1.89M -$82.1K -1,449 -4%
PA
135
Pinnacle Associates
New York
$1.89M -$51K -900 -3%
SFPG
136
Stonebridge Financial Planning Group
Florida
$1.89M +$43.4K +709 +2%
OPS
137
Orion Portfolio Solutions
Nebraska
$1.88M +$1.3M +22,929 +224%
SWP
138
Stratos Wealth Partners
Ohio
$1.85M -$236K -4,170 -11%
CIAS
139
CFS Investment Advisory Services
New Jersey
$1.82M +$1.82M +32,158 New
NAM
140
NTV Asset Management
West Virginia
$1.8M -$17K -300 -0.9%
HSBC Holdings
141
HSBC Holdings
United Kingdom
$1.8M -$476K -8,400 -21%
CFA
142
Carroll Financial Associates
North Carolina
$1.76M – – –
Fidelity Investments
143
Fidelity Investments
Massachusetts
$1.76M +$4.06K +71 +0.2%
SWM
144
SigFig Wealth Management
California
$1.71M +$1.07M +18,951 +169%
CSWG
145
Cardinal Strategic Wealth Guidance
Kentucky
$1.71M +$390K +6,887 +30%
Barclays
146
Barclays
United Kingdom
$1.7M -$22.8K -402 -1%
USCWA
147
U.S. Capital Wealth Advisors
Texas
$1.7M +$1.7M +29,918 New
MYIA
148
Mount Yale Investment Advisors
Colorado
$1.67M +$886K +15,629 +113%
KWM
149
Keebeck Wealth Management
Illinois
$1.6M +$377K +6,654 +31%
MAFM
150
Mid Atlantic Financial Management
Pennsylvania
$1.54M +$777K +13,721 +102%
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