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iShares Global Tech ETF
IXN

Overview Fund Activity

395 hedge funds and large institutions have $4.11B invested in iShares Global Tech ETF in 2021 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 172 increasing their positions, 96 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
395
Holders Change
+30
Holders Change %
+8.22%
% of All Funds
6.94%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
59
Increased
172
Reduced
96
Closed
23
Calls
$414K
Puts
–
Net Calls
+$414K
Net Calls Change
+$3.9M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.01B
2
LPL Financial
LPL Financial
California
$243M
3
Morgan Stanley
Morgan Stanley
New York
$202M
4
PAS
Park Avenue Securities
New York
$108M
5
Osaic Holdings
Osaic Holdings
Arizona
$113M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$18.2M
2
KFS
Kelly Financial Services
Massachusetts
$388K
3
PA
Parallel Advisors
California
$30.4M
4
SAM
SP Asset Management
California
$2.64M
5
T
TRUADVICE
Florida
$708K
Name Holding Trade Value Shares
Change 		Shares
Change %
IF
201
Ironwood Financial
Arizona
$714K -$19.5K -344 -3%
IA
202
IFP Advisors
Florida
$714K +$380K +6,620 +114%
RJT
203
Raymond James Trust
Florida
$710K +$30.3K +535 +4%
T
204
TRUADVICE
Florida
$708K -$10.3M -164,773 -94%
SWP
205
Summit Wealth Partners
Florida
$700K +$7.65K +135 +1%
LF
206
Lantz Financial
Illinois
$696K +$413K +7,285 +146%
Deutsche Bank
207
Deutsche Bank
Germany
$693K -$558K -9,840 -45%
Northern Trust
208
Northern Trust
Illinois
$692K +$403K +7,116 +140%
BMA
209
Brooks Moore & Associates
Tennessee
$680K – – –
NL
210
NWAM LLC
Washington
$679K +$341K +6,019 +101%
DWM
211
Dakota Wealth Management
Florida
$673K +$113 +2 +0%
OWA
212
One Wealth Advisors
California
$673K +$161K +2,849 +32%
Bessemer Group
213
Bessemer Group
New Jersey
$667K – – –
BSW
214
Buckingham Strategic Wealth
Missouri
$665K – – –
OBWG
215
Onyx Bridge Wealth Group
New York
$653K -$3.07M -51,930 -82%
MFW
216
Meristem Family Wealth
Minnesota
$620K – – –
GFPC
217
Global Financial Private Client
Florida
$614K +$453K +7,936 +282%
MIH
218
Meitav Investment House
Israel
$603K – – –
DADC
219
D.A. Davidson & Co
Montana
$593K -$9.53K -168 -2%
KWA
220
KCS Wealth Advisory
California
$590K -$38.2K -675 -6%
CAG
221
Csenge Advisory Group
Florida
$581K +$270K +4,721 +87%
IWS
222
Insight Wealth Strategies
California
$569K +$15.5K +274 +3%
SI
223
Stephens Inc
Arkansas
$536K – – –
SS
224
Sunbelt Securities
Texas
$530K -$2.65M -7,750 -83%
MSA
225
Marino Stram & Associates
Massachusetts
$513K +$513K +9,046 New
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