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iShares Global Tech ETF

246 hedge funds and large institutions have $1.65B invested in iShares Global Tech ETF in 2019 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 51 increasing their positions, 115 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 17

5% more funds holding

Funds holding: 234246 (+12)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

14% less capital invested

Capital invested by funds: $1.91B → $1.65B (-$260M)

35.86% less ownership

Funds ownership: 402.07%366.21% (-36%)

56% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 115

Holders
246
Holders Change
+12
Holders Change %
+5.13%
% of All Funds
5.34%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
35
Increased
51
Reduced
115
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$359M -$132M -4,522,260 -27%
Bank of America
2
Bank of America
North Carolina
$137M -$4.95M -169,452 -4%
Fisher Asset Management
3
Fisher Asset Management
Washington
$84.9M +$7.58M +259,410 +10%
AssetMark Inc
4
AssetMark Inc
California
$76.4M +$74.6M +2,552,064 +477,915%
LPL Financial
5
LPL Financial
California
$75.3M -$24.3M -833,214 -25%
CS
6
Credit Suisse
Switzerland
$55.6M +$3.5M +119,832 +7%
Goldman Sachs
7
Goldman Sachs
New York
$50.5M -$303K -10,380 -0.6%
Morgan Stanley
8
Morgan Stanley
New York
$50.5M -$9.43M -322,692 -16%
BlackRock
9
BlackRock
New York
$43.8M -$145M -4,959,024 -77%
Wells Fargo
10
Wells Fargo
California
$42.9M -$4.21M -144,096 -9%
AG
11
Advisor Group
Arizona
$42.3M -$15.1M -517,158 -27%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$34.5M -$70.7K -2,418 -0.2%
UBS Group
13
UBS Group
Switzerland
$34M +$2.56M +87,762 +8%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$28.9M
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$28.7M -$9.72M -332,736 -26%
Ameriprise
16
Ameriprise
Minnesota
$24.9M -$5.73M -196,206 -19%
MPW
17
MA Private Wealth
California
$23.3M -$1.09M -37,290 -5%
MML Investors Services
18
MML Investors Services
Massachusetts
$23.2M -$5.61M -191,910 -20%
UCFA
19
United Capital Financial Advisors
Texas
$19.9M -$4.04M -138,384 -17%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$19.5M -$5.68M -194,418 -23%
JP Morgan Chase
21
JP Morgan Chase
New York
$18.8M +$299K +10,218 +2%
CA
22
Commerzbank Aktiengesellschaft
Germany
$18.3M +$3.24M +110,760 +22%
SG Americas Securities
23
SG Americas Securities
New York
$18.1M +$17.6M +603,270 New
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$18M -$2.22M -76,038 -11%
PP
25
Patten & Patten
Tennessee
$17.4M -$69.1K -2,364 -0.4%