IXN icon

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 %
EFS
151
Essex Financial Services
Connecticut
$852K – – –
JHP
152
James Hambro & Partners
United Kingdom
$850K – – –
SIC
153
Salem Investment Counselors
North Carolina
$821K – – –
GW
154
GW & Wade
Massachusetts
$820K -$6.53K -105 -0.8%
Cerity Partners
155
Cerity Partners
New York
$820K +$820K +13,181 New
VIA
156
Vickerman Investment Advisors
Washington
$810K -$34.9K -561 -4%
MYIA
157
Mount Yale Investment Advisors
Colorado
$803K -$148K -2,378 -16%
NFC
158
Northeast Financial Consultants
Connecticut
$796K – – –
SWM
159
Spire Wealth Management
Virginia
$774K +$13.1K +211 +2%
CWM
160
C2C Wealth Management
Arizona
$763K – – –
CCA
161
Clearwater Capital Advisors
Illinois
$754K -$14.4K -231 -2%
ASN
162
Advisory Services Network
Georgia
$743K +$367K +5,907 +98%
MA
163
Mutual Advisors
Nebraska
$722K +$722K +11,602 New
CIAS
164
CFS Investment Advisory Services
New Jersey
$716K +$716K +11,518 New
SFPG
165
Stonebridge Financial Planning Group
Florida
$716K – – –
SPC
166
Sigma Planning Corp
Michigan
$715K -$159K -2,552 -18%
BTI
167
Blue Trust Inc
Georgia
$713K -$734K -13,501 -51%
PSCM
168
Per Stirling Capital Management
Texas
$710K +$124 +2 +0%
CA
169
Cetera Advisors
Colorado
$709K +$3.61K +58 +0.5%
IF
170
Ironwood Financial
Arizona
$699K -$36.7K -590 -5%
KWS
171
Keystone Wealth Services
California
$698K +$871 +14 +0.1%
AA
172
Aire Advisors
California
$689K +$1.68K +27 +0.2%
MMA
173
Miracle Mile Advisors
California
$685K +$373 +6 +0.1%
RJT
174
Raymond James Trust
Florida
$684K – – –
BSW
175
Buckingham Strategic Wealth
Missouri
$666K – – –
5 6
7
8 9