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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 %
CCA
176
Clearwater Capital Advisors
Illinois
$805K -$341 -5 -0%
Truist Financial
177
Truist Financial
North Carolina
$800K +$224K +3,291 +39%
SWM
178
Spire Wealth Management
Virginia
$773K -$109K -1,551 -12%
AA
179
Aire Advisors
California
$758K +$2.05K +30 +0.3%
KWS
180
Keystone Wealth Services
California
$757K +$9.07K +133 +1%
IF
181
Ironwood Financial
Arizona
$751K -$750 -11 -0.1%
E
182
ETFidea
New York
$748K +$82K +1,203 +12%
BSW
183
Buckingham Strategic Wealth
Missouri
$746K +$16K +234 +2%
CA
184
Cetera Advisors
Colorado
$733K -$52.4K -769 -7%
MIA
185
MMBG Investment Advisors
Florida
$728K – – –
SPIA
186
Steward Partners Investment Advisory
New York
$724K +$27.7K +406 +4%
SFPG
187
Stonebridge Financial Planning Group
Florida
$723K -$30.7K -450 -4%
PCH
188
PGIM Custom Harvest
New Jersey
$723K +$723K +10,603 New
EIP
189
Ellis Investment Partners
Pennsylvania
$719K +$1.02K +15 +0.1%
IDA
190
Intelligence Driven Advisers
California
$712K -$17.6K -252 -2%
HA
191
Hanover Advisors
South Carolina
$709K +$709K +10,400 New
OBWG
192
Onyx Bridge Wealth Group
New York
$695K – – –
MCM
193
MAI Capital Management
Ohio
$687K +$56.9K +834 +9%
T
194
TNF
Montana
$682K -$216 -3 -0%
MIH
195
Meitav Investment House
Israel
$678K – – –
DAS
196
Dynamic Advisor Solutions
Arizona
$675K -$22.3K -343 -3%
CG
197
Cynosure Group
Utah
$655K – – –
BMA
198
Brooks Moore & Associates
Tennessee
$648K – – –
BWM
199
Bulltick Wealth Management
Florida
$631K +$631K +9,248 New
SWA
200
Strategies Wealth Advisors
Michigan
$620K – – –
6 7
8
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