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iShares Global Tech ETF
IXN

Overview Fund Activity

308 hedge funds and large institutions have $2.49B invested in iShares Global Tech ETF in 2020 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 115 increasing their positions, 89 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
+16
Holders Change %
+5.48%
% of All Funds
6.33%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.14%
New
50
Increased
115
Reduced
89
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAS
Park Avenue Securities
New York
$58.1M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$507M
3
DZ Bank
DZ Bank
Germany
$39.9M
4
BlackRock
BlackRock
New York
$140M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$40.9M

Top Sellers

1
JSAM
J. Safra Asset Management
New York
$1.7M
2
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
$0
3
Citadel Advisors
Citadel Advisors
Florida
$2.6M
4
MPW
MA Private Wealth
California
$16.2M
5
IC
InterOcean Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BIM
201
Baldwin Investment Management
Pennsylvania
$389K – – –
AWE
202
Avidian Wealth Enterprises
Texas
$387K +$387K +9,870 New
UCFA
203
United Capital Financial Advisors
Texas
$382K -$82K -2,088 -18%
EHC
204
Everett Harris & Co
California
$354K – – –
W
205
WealthOne
New York
$352K -$40.5K -1,032 -10%
SP
206
Successful Portfolios
Florida
$341K +$12K +306 +4%
WT
207
Whittier Trust
California
$330K – – –
Renaissance Technologies
208
Renaissance Technologies
New York
$330K +$330K +8,400 New
GSWM
209
Golden State Wealth Management
California
$326K +$148K +4,380 +83%
MSA
210
Marino Stram & Associates
Massachusetts
$318K -$8.55K -210 -3%
SFG
211
Summit Financial Group
West Virginia
$315K – – –
GVAG
212
Great Valley Advisor Group
Delaware
$298K +$298K +7,584 New
TCM
213
Traynor Capital Management
Pennsylvania
$296K -$29.4K -750 -9%
WA
214
WealthTrust Axiom
Pennsylvania
$289K +$1.18K +30 +0.4%
VC
215
Vicus Capital
Pennsylvania
$286K -$696K -17,730 -71%
SWM
216
SigFig Wealth Management
California
$286K +$286K +7,290 New
SWA
217
Stratos Wealth Advisors
Ohio
$283K +$46.4K +1,182 +20%
WCM
218
Windsor Capital Management
Arizona
$282K – – –
GIA
219
Gladstone Institutional Advisory
Florida
$272K -$27.6K -702 -9%
AFAS
220
Acorn Financial Advisory Services
Virginia
$267K -$7.54K -192 -3%
OPS
221
Orion Portfolio Solutions
Nebraska
$260K +$121K +3,084 +87%
EM
222
Excalibur Management
Massachusetts
$252K -$30.6K -780 -11%
RFC
223
Regions Financial Corp
Alabama
$251K +$251K +6,390 New
CA
224
Cornerstone Advisory
Maryland
$247K +$247K +6,294 New
APP
225
Avantax Planning Partners
Iowa
$246K +$246K +6,264 New
7 8
9
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