We are live on ! Find out more
IXN icon

iShares Global Tech ETF

106 hedge funds and large institutions have $246M invested in iShares Global Tech ETF in 2016 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 37 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

10% more capital invested

Capital invested by funds: $224M → $246M (+$22.9M)

3% more funds holding

Funds holding: 103106 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

11.09% less ownership

Funds ownership: 185.82%174.73% (-11%)

35% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 37

Holders
106
Holders Change
+3
Holders Change %
+2.91%
% of All Funds
2.83%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
10
Increased
24
Reduced
37
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$45.7M -$1.67M -94,458 -4%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$23.4M +$181K +10,266 +0.8%
UBS Group
3
UBS Group
Switzerland
$18.2M -$1.61M -90,924 -8%
Fisher Asset Management
4
Fisher Asset Management
Washington
$15.4M +$565K +31,968 +4%
BlackRock
5
BlackRock
New York
$13.6M -$76.2K -4,314 -0.6%
Wells Fargo
6
Wells Fargo
California
$12.7M -$162K -9,174 -1%
Morgan Stanley
7
Morgan Stanley
New York
$12.5M -$1.2M -67,698 -9%
PP
8
Patten & Patten
Tennessee
$9.89M -$2.12K -120 -0%
Fifth Third Bancorp
9
Fifth Third Bancorp
Ohio
$6.71M -$42.4K -2,400 -0.7%
SCM
10
SOL Capital Management
Maryland
$6.1M -$19.1K -1,080 -0.3%
NR
11
Newfound Research
Massachusetts
$5.5M -$2.4M -135,636 -31%
SC
12
Scotia Capital
Ontario, Canada
$4.28M +$90.7K +5,136 +2%
JIC
13
Johnson Investment Counsel
Ohio
$3.56M -$122K -6,900 -3%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$3.5M -$178K -10,080 -5%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$3.46M +$1.66M +94,206 +101%
X
16
Xponance
Pennsylvania
$3.29M
LPL Financial
17
LPL Financial
California
$2.62M +$69K +3,906 +3%
JWS
18
Juncture Wealth Strategies
Arizona
$2.54M -$31.9K -1,806 -1%
TFA
19
Transamerica Financial Advisors
Florida
$2.44M +$2.33M +131,994 New
HSBC Holdings
20
HSBC Holdings
United Kingdom
$2.24M +$424K +24,000 +25%
PWM
21
Perigon Wealth Management
California
$2.09M +$43.4K +2,460 +2%
CC
22
Courier Capital
New York
$2.08M
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$1.89M +$44.5K +2,520 +3%
RG
24
Rathbones Group
United Kingdom
$1.88M +$259K +14,682 +17%
AG
25
Advisor Group
Arizona
$1.76M +$4.03K +228 +0.2%