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iShares Global Tech ETF

252 hedge funds and large institutions have $1.81B invested in iShares Global Tech ETF in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 77 increasing their positions, 99 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 19

19.05% more ownership

Funds ownership: 366.21%385.26% (+19%)

10% more capital invested

Capital invested by funds: $1.65B → $1.81B (+$165M)

2% more funds holding

Funds holding: 246252 (+6)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

22% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 99

Holders
252
Holders Change
+6
Holders Change %
+2.44%
% of All Funds
5.53%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.15%
New
25
Increased
77
Reduced
99
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$404M +$34M +1,117,692 +9%
Bank of America
2
Bank of America
North Carolina
$136M -$5.05M -166,182 -4%
AssetMark Inc
3
AssetMark Inc
California
$111M +$32.1M +1,054,854 +41%
Fisher Asset Management
4
Fisher Asset Management
Washington
$95.2M +$7.63M +250,980 +9%
LPL Financial
5
LPL Financial
California
$81.3M +$3.7M +121,644 +5%
BlackRock
6
BlackRock
New York
$67.5M +$22M +725,196 +50%
PAS
7
Park Avenue Securities
New York
$54M +$53.3M +1,752,804 New
CS
8
Credit Suisse
Switzerland
$52.6M -$4.66M -153,186 -8%
Goldman Sachs
9
Goldman Sachs
New York
$51.6M -$440K -14,484 -0.9%
Morgan Stanley
10
Morgan Stanley
New York
$50.6M -$1.43M -46,914 -3%
AG
11
Advisor Group
Arizona
$44M +$401K +13,194 +0.9%
Wells Fargo
12
Wells Fargo
California
$42.2M -$2.02M -66,528 -5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$37.1M +$1.49M +49,182 +4%
UBS Group
14
UBS Group
Switzerland
$33.7M -$1.29M -42,390 -4%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$31.9M +$2.35M +77,286 +8%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$28.9M
Ameriprise
17
Ameriprise
Minnesota
$25.4M -$277K -9,114 -1%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$22.9M +$4.33M +142,566 +24%
MML Investors Services
19
MML Investors Services
Massachusetts
$22M -$1.94M -63,942 -8%
MPW
20
MA Private Wealth
California
$20.7M -$3.27M -107,586 -14%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$19.7M -$337K -11,082 -2%
CA
22
Commerzbank Aktiengesellschaft
Germany
$18.8M
PP
23
Patten & Patten
Tennessee
$17.8M -$116K -3,816 -0.7%
SG Americas Securities
24
SG Americas Securities
New York
$17.6M -$967K -31,800 -5%
JP Morgan Chase
25
JP Morgan Chase
New York
$16.5M -$2.87M -94,530 -15%