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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 %
HFA
151
High Falls Advisors
New York
$389K +$389K +13,632 New
US Bancorp
152
US Bancorp
Minnesota
$377K – – –
BIM
153
Baldwin Investment Management
Pennsylvania
$376K – – –
BMA
154
Brooks Moore & Associates
Tennessee
$376K – – –
SAM
155
Shamrock Asset Management
Texas
$375K +$375K +13,146 New
AIM
156
Advantage Investment Management
Iowa
$349K – – –
NFC
157
Northeast Financial Consultants
Connecticut
$343K +$343K +12,042 New
EHC
158
Everett Harris & Co
California
$342K – – –
HIM
159
Hanlon Investment Management
New Jersey
$334K +$334K +11,724 New
JIP
160
Jaffetilchin Investment Partners
Florida
$326K -$32.3K -1,134 -9%
IA
161
IFG Advisory
Georgia
$314K +$314K +32,490 New
UR
162
USCA RIA
Texas
$312K -$856 -30 -0.3%
CGL
163
Clarius Group LLC
Washington
$291K – – –
AWM
164
Alterna Wealth Management
Texas
$290K +$290K +10,164 New
HFS
165
HL Financial Services
Kentucky
$288K -$42.7K -1,500 -13%
CFG
166
Cooper Financial Group
California
$286K -$12.9K -450 -4%
SFG
167
Summit Financial Group
West Virginia
$272K – – –
JPMPWA
168
J.P. Morgan Private Wealth Advisors
California
$270K -$119K -4,170 -31%
CCM
169
Crossvault Capital Management
Texas
$240K – – –
WT
170
Whittier Trust
California
$239K – – –
BSW
171
Buckingham Strategic Wealth
Missouri
$215K +$215K +7,542 New
WA
172
WealthTrust Axiom
Pennsylvania
$209K +$209K +7,350 New
SS
173
Simplicity Solutions
Minnesota
$206K -$80.5K -2,820 -28%
AIC
174
Ameritas Investment Company
Nebraska
$205K +$205K +7,170 New
WCM
175
Windsor Capital Management
Arizona
$205K +$205K +7,200 New
5 6
7
8 9