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iShares Global Tech ETF
IXN

Overview Fund Activity

304 hedge funds and large institutions have $2.23B invested in iShares Global Tech ETF in 2019 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 95 increasing their positions, 93 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
304
Holders Change
+52
Holders Change %
+20.63%
% of All Funds
6%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.2%
New
74
Increased
95
Reduced
93
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$44.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$37.6M
3
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
+$22.5M
4
WP
WealthSource Partners
California
+$11.3M
5
ECM
ETrade Capital Management
Virginia
+$8.94M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$59.8M
2
MPW
MA Private Wealth
California
-$2.95M
3
BFA
Beaumont Financial Advisors
Massachusetts
-$2.87M
4
Bank of America
Bank of America
North Carolina
-$1.71M
5
Jane Street
Jane Street
New York
-$1.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
201
Physician Wealth Advisors
Utah
$329K – – –
BRWM
202
B. Riley Wealth Management
Tennessee
$312K +$312K +8,886 New
CFW
203
CA Family Wealth
California
$310K +$310K +8,844 New
WT
204
Whittier Trust
California
$295K – – –
UCFA
205
United Capital Financial Advisors
Texas
$293K -$37.5K -1,068 -11%
MYIA
206
Mount Yale Investment Advisors
Colorado
$290K +$290K +8,064 New
SFG
207
Summit Financial Group
West Virginia
$282K – – –
AFAS
208
Acorn Financial Advisory Services
Virginia
$282K +$282K +8,028 New
HR
209
Hayden Royal
North Carolina
$281K +$281K +7,344 New
SG
210
StoneX Group
New York
$270K -$7.14K -204 -3%
AWM
211
Alterna Wealth Management
Texas
$264K +$33.4K +954 +15%
EM
212
Excalibur Management
Massachusetts
$260K +$260K +7,410 New
WA
213
WealthTrust Axiom
Pennsylvania
$257K – – –
CFG
214
Cooper Financial Group
California
$253K -$6.11K -174 -2%
TWA
215
TCI Wealth Advisors
Arizona
$253K +$253K +7,200 New
WCM
216
Windsor Capital Management
Arizona
$252K – – –
WI
217
WrapManager Inc
California
$247K -$574K -16,356 -70%
OIA
218
OneDigital Investment Advisors
Kansas
$238K -$44.9K -1,278 -16%
CONA
219
Capital One National Association
New York
$233K +$233K +6,642 New
LHC
220
Little House Capital
Massachusetts
$232K -$567K -16,212 -71%
CBB
221
Citizens Business Bank
California
$228K +$228K +6,504 New
JIP
222
Jaffetilchin Investment Partners
Florida
$227K -$15.4K -438 -6%
AA
223
Advisory Alpha
Michigan
$225K -$6.59K -180 -3%
AP
224
Advisors Preferred
Maryland
$224K -$1.05K -30 -0.5%
CIBC Private Wealth Group
225
CIBC Private Wealth Group
Georgia
$222K +$222K +6,312 New
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9
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