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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 %
PWMG
201
Provence Wealth Management Group
California
$609K +$203K +2,972 +50%
SB
202
Sunflower Bank
Texas
$606K – – –
MMA
203
Miracle Mile Advisors
California
$606K -$146K -2,134 -19%
LCM
204
Lunt Capital Management
Utah
$605K -$31.3K -459 -5%
SPW
205
Sonoma Private Wealth
California
$600K -$27.4K -402 -4%
OIA
206
OneDigital Investment Advisors
Kansas
$581K -$50.3K -738 -8%
AG
207
Ascent Group
Virginia
$576K +$576K +7,891 New
BTI
208
Blue Trust Inc
Georgia
$569K -$77.3K -1,337 -12%
MOS
209
MGO One Seven
Ohio
$557K +$268K +3,930 +93%
TF
210
Tompkins Financial
New York
$556K – – –
IAIM
211
International Assets Investment Management
Florida
$552K -$79.7K -1,169 -13%
CVA
212
Central Valley Advisors
California
$547K +$547K +8,026 New
DWM
213
Dakota Wealth Management
Florida
$533K -$22.5K -330 -4%
CA
214
Continuum Advisory
Idaho
$530K +$291K +4,258 +122%
DADC
215
D.A. Davidson & Co
Montana
$519K -$23.5K -344 -4%
IWM
216
IHT Wealth Management
Illinois
$519K +$12.6K +185 +2%
MWM
217
Mission Wealth Management
California
$517K – – –
KeyBank National Association
218
KeyBank National Association
Ohio
$514K – – –
WA
219
WealthTrust Axiom
Pennsylvania
$508K – – –
EHC
220
Everett Harris & Co
California
$487K – – –
JIP
221
Jaffetilchin Investment Partners
Florida
$475K -$886 -13 -0.2%
PWA
222
Physician Wealth Advisors
Utah
$468K -$7.01K -99 -1%
CB
223
Commerce Bank
Missouri
$464K +$464K +6,808 New
TSWM
224
Tyler-Stone Wealth Management
Ohio
$453K -$22.4K -328 -5%
GVAG
225
Great Valley Advisor Group
Delaware
$443K +$48K +705 +12%
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9
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