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iShares Global Tech ETF
IXN

Overview Fund Activity

387 hedge funds and large institutions have $1.84B invested in iShares Global Tech ETF in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 88 increasing their positions, 143 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
387
Holders Change
+28
Holders Change %
+7.8%
% of All Funds
6.1%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
53
Increased
88
Reduced
143
Closed
24
Calls
$1.42M
Puts
$162K
Net Calls
+$1.26M
Net Calls Change
+$3.6M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
$408M
2
PAMS
Pictet Asset Management (Switzerland)
Switzerland
$31M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$28.3M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$172M
5
PS
Portfolio Strategies
New York
$43.3M

Top Sellers

1
SWG
Summit Wealth Group
Vermont
$5.89M
2
DZ Bank
DZ Bank
Germany
$199K
3
MCC
Money Concepts Capital
Florida
$1.15M
4
CS
Credit Suisse
Switzerland
$26M
5
M1FG
Mach-1 Financial Group
Arkansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HAS
126
HBW Advisory Services
California
$1.12M +$1.12M +17,929 New
SG Americas Securities
127
SG Americas Securities
New York
$1.11M -$740K -11,900 -40%
QAM
128
Q3 Asset Management
Michigan
$1.09M +$1.09M +17,604 New
OPWM
129
Oxinas Partners Wealth Management
Indiana
$1.07M – – –
Fifth Third Bancorp
130
Fifth Third Bancorp
Ohio
$1.07M -$141K -2,260 -12%
MWM
131
Meridian Wealth Management
Kentucky
$1.06M -$164K -2,630 -13%
MSA
132
Marino Stram & Associates
Massachusetts
$1.05M +$1.87K +30 +0.2%
WAP
133
Wealthcare Advisory Partners
Pennsylvania
$1.03M +$12.6K +202 +1%
CWS
134
Cypress Wealth Services
California
$1.03M -$83.8K -1,312 -8%
USCWA
135
U.S. Capital Wealth Advisors
Texas
$996K -$53.4K -858 -5%
National Bank of Canada
136
National Bank of Canada
Quebec, Canada
$961K -$10.1K -175 -1%
OIA
137
OneDigital Investment Advisors
Kansas
$953K -$92K -1,479 -9%
NFP
138
Narus Financial Partners
Utah
$939K – – –
KOC
139
Koss-Olinger Consulting
Florida
$925K +$49.4K +795 +6%
BOPW
140
Brandywine Oak Private Wealth
Pennsylvania
$925K +$2.43K +39 +0.3%
AWM
141
Apollon Wealth Management
South Carolina
$906K -$544K -8,744 -38%
WA
142
Waverly Advisors
Alabama
$888K +$38.9K +625 +5%
IWP
143
Icon Wealth Partners
Texas
$886K +$311 +5 +0%
CAL
144
Capital Advisors Ltd
Ohio
$886K – – –
CAM
145
Cresset Asset Management
Illinois
$885K +$11.8K +189 +1%
Rockefeller Capital Management
146
Rockefeller Capital Management
New York
$872K -$151K -2,430 -15%
WFAG
147
Worth Financial Advisory Group
North Carolina
$864K -$97.5K -1,568 -10%
HH
148
Hilltop Holdings
Texas
$858K – – –
PNC Financial Services Group
149
PNC Financial Services Group
Pennsylvania
$858K +$57.2K +920 +7%
MLIC
150
Mandatum Life Insurance Company
Finland
$855K – – –
4 5
6
7 8