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iShares Global Tech ETF
IXN

Overview Fund Activity

422 hedge funds and large institutions have $2.09B invested in iShares Global Tech ETF in 2023 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 115 increasing their positions, 134 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
+48
Holders Change %
+12.83%
% of All Funds
6.19%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
77
Increased
115
Reduced
134
Closed
24
Calls
$1.39M
Puts
$361K
Net Calls
+$1.03M
Net Calls Change
+$1.87M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$157M
2
AssetMark Inc
AssetMark Inc
California
$47.7M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$196M
4
Osaic Holdings
Osaic Holdings
Arizona
$23.5M
5
ACP
Aveo Capital Partners
Colorado
$3.86M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$17.1M
2
Fisher Asset Management
Fisher Asset Management
Washington
$435M
3
Jane Street
Jane Street
New York
$0
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$3.88M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$7.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
151
Apollon Wealth Management
South Carolina
$1.07M +$8.45K +124 +0.8%
NFP
152
Narus Financial Partners
Utah
$1.03M – – –
BOPW
153
Brandywine Oak Private Wealth
Pennsylvania
$1.01M – – –
IWA
154
Icon Wealth Advisors
Texas
$1.01M +$1.01M +14,762 New
CAL
155
Capital Advisors Ltd
Ohio
$971K – – –
CAM
156
Cresset Asset Management
Illinois
$971K +$682 +10 +0.1%
HH
157
Hilltop Holdings
Texas
$941K – – –
WFAG
158
Worth Financial Advisory Group
North Carolina
$935K -$20.5K -300 -2%
EFS
159
Essex Financial Services
Connecticut
$934K – – –
JHP
160
James Hambro & Partners
United Kingdom
$931K – – –
CWS
161
Cypress Wealth Services
California
$929K -$119K -1,740 -11%
PNC Financial Services Group
162
PNC Financial Services Group
Pennsylvania
$916K +$68 +1 +0%
SIC
163
Salem Investment Counselors
North Carolina
$900K – – –
GW
164
GW & Wade
Massachusetts
$899K – – –
MLIC
165
Mandatum Life Insurance Company
Finland
$892K -$45.5K -667 -5%
GWM
166
Geneos Wealth Management
Colorado
$889K +$111K +1,621 +14%
Belvedere Trading
167
Belvedere Trading
Illinois
$872K +$872K +12,796 New
NFC
168
Northeast Financial Consultants
Connecticut
$872K – – –
KOC
169
Koss-Olinger Consulting
Florida
$872K +$136 +2 +0%
BA
170
Bridge Advisory
California
$864K -$89.7K -1,315 -9%
USCWA
171
U.S. Capital Wealth Advisors
Texas
$846K -$23.9K -351 -3%
VIA
172
Vickerman Investment Advisors
Washington
$836K -$47.5K -696 -5%
NFSG
173
Newbridge Financial Services Group
Florida
$824K +$236K +3,457 +40%
Cerity Partners
174
Cerity Partners
New York
$823K -$17.3K -254 -2%
MA
175
Mutual Advisors
Nebraska
$805K -$61.2K -897 -7%
5 6
7
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