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iShares Global Tech ETF
IXN

Overview Fund Activity

430 hedge funds and large institutions have $2.41B invested in iShares Global Tech ETF in 2024 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 119 increasing their positions, 135 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
430
Holders Change
+3
Holders Change %
+0.7%
% of All Funds
6.26%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
49
Increased
119
Reduced
135
Closed
38
Calls
$290K
Puts
–
Net Calls
+$290K
Net Calls Change
-$92K

Top Buyers

1
PCH
1
PGIM Custom Harvest
New Jersey
$66M
2
PS
2
Portfolio Strategies
New York
$86.6M
3
TI
3
Tidal Investments
Wisconsin
$10.3M
4
VIA
4
Vickerman Investment Advisors
Washington
$10.6M
5
SGWM
5
Sterling Group Wealth Management
California
$8.51M

Top Sellers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$423M
2
AssetMark Inc
2
AssetMark Inc
California
$108K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$74.2M
4
Pictet Asset Management
4
Pictet Asset Management
Switzerland
$17.8M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$13.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
201
Steward Partners Investment Advisory
New York
$732K -$145K -1,754 -17%
SWM
202
Spire Wealth Management
Virginia
$730K -$96.2K -1,161 -12%
SA
203
SpiderRock Advisors
Delaware
$713K – – –
SA
204
Sanctuary Advisors
Indiana
$679K +$679K +9,457 New
TF
205
Tompkins Financial
New York
$676K – – –
SPW
206
Sonoma Private Wealth
California
$675K -$33.5K -404 -5%
T
207
TNF
Montana
$663K -$20.8K -262 -3%
DADC
208
D.A. Davidson & Co
Montana
$655K +$24.2K +292 +4%
LCM
209
Lunt Capital Management
Utah
$629K -$84.9K -1,025 -12%
MWM
210
Mission Wealth Management
California
$628K – – –
WA
211
WealthTrust Axiom
Pennsylvania
$614K – – –
EHC
212
Everett Harris & Co
California
$591K – – –
JIP
213
Jaffetilchin Investment Partners
Florida
$578K +$1.08K +13 +0.2%
PAMG
214
Patton Albertson Miller Group
Tennessee
$570K +$37.4K +452 +7%
Northern Trust
215
Northern Trust
Illinois
$569K -$31.7K -383 -5%
PWA
216
Physician Wealth Advisors
Utah
$557K -$17.5K -203 -3%
GVAG
217
Great Valley Advisor Group
Delaware
$539K +$166 +2 +0%
UCFA
218
United Capital Financial Advisors
Texas
$536K +$2.73K +33 +0.5%
SI
219
Stephens Inc
Arkansas
$533K – – –
WWP
220
WR Wealth Planners
Missouri
$530K -$1.49K -18 -0.3%
CB
221
Commerce Bank
Missouri
$524K – – –
TSWM
222
Tyler-Stone Wealth Management
Ohio
$524K -$95.2K -1,150 -15%
WCM
223
Windsor Capital Management
Arizona
$522K – – –
RWP
224
RWA Wealth Partners
Massachusetts
$513K – – –
CIAS
225
CFS Investment Advisory Services
New Jersey
$500K +$500K +6,032 New
7 8
9
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