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iShares Global Tech ETF
IXN

Overview Fund Activity

292 hedge funds and large institutions have $1.75B invested in iShares Global Tech ETF in 2020 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 67 increasing their positions, 137 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
292
Holders Change
-12
Holders Change %
-3.95%
% of All Funds
6.45%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.11%
New
36
Increased
67
Reduced
137
Closed
40
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
$97.5M
2
Citadel Advisors
Citadel Advisors
Florida
$15.1M
3
M&T Bank
M&T Bank
New York
$9.22M
4
Fisher Asset Management
Fisher Asset Management
Washington
$109M
5
JSAM
J. Safra Asset Management
New York
$7.32M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$360M
2
PAS
Park Avenue Securities
New York
$0
3
CA
Commerzbank Aktiengesellschaft
Germany
$973K
4
BlackRock
BlackRock
New York
$87.8M
5
Bank of America
Bank of America
North Carolina
$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
201
Physician Wealth Advisors
Utah
$267K -$30.6K -924 -10%
WT
202
Whittier Trust
California
$255K – – –
SP
203
Successful Portfolios
Florida
$255K +$255K +8,382 New
TCM
204
Traynor Capital Management
Pennsylvania
$252K -$41.9K -1,380 -14%
SFG
205
Summit Financial Group
West Virginia
$244K – – –
MSA
206
Marino Stram & Associates
Massachusetts
$244K +$244K +8,022 New
EWA
207
EP Wealth Advisors
California
$234K -$85.5K -2,814 -27%
GIA
208
Gladstone Institutional Advisory
Florida
$232K +$232K +7,632 New
WA
209
WealthTrust Axiom
Pennsylvania
$223K – – –
EM
210
Excalibur Management
Massachusetts
$219K -$6.39K -210 -3%
OMC
211
Old Mission Capital
Illinois
$219K +$219K +7,200 New
WCM
212
Windsor Capital Management
Arizona
$218K – – –
AFAS
213
Acorn Financial Advisory Services
Virginia
$213K -$31.6K -1,038 -13%
CFW
214
CA Family Wealth
California
$212K -$56.7K -1,866 -21%
HR
215
Hayden Royal
North Carolina
$205K -$18.2K -600 -8%
IA
216
IFG Advisory
Georgia
$203K +$15.6K +516 +8%
WQ
217
Wealth Quarterback
New Jersey
$188K -$916K -30,138 -83%
NFG
218
Next Financial Group
Texas
$188K -$102K -3,372 -35%
SWA
219
Stratos Wealth Advisors
Ohio
$183K -$138K -4,554 -43%
SF
220
Synovus Financial
Georgia
$177K +$75.4K +2,478 +74%
GSWM
221
Golden State Wealth Management
California
$161K +$161K +5,292 New
William Blair & Company
222
William Blair & Company
Illinois
$160K -$2.74K -90 -2%
AA
223
Advisory Alpha
Michigan
$159K -$42.2K -1,290 -21%
APC
224
Aspire Private Capital
North Carolina
$150K -$40.9K -1,344 -21%
BAM
225
Belpointe Asset Management
Nevada
$129K +$129K +4,254 New
7 8
9
10 11