iShares Global Tech

IXN • ARCA

iShares Global Tech is an exchange-traded fund on ARCA. As of Q3 2025, 420 institutional investors hold shares in this ETF, with total holdings valued at $2.4B. Fisher Asset Management, LLC is the largest holder with a position valued at $309.2M.

Overview

Overview of institutional ownership in IXN as of Q3 2025

All Institutions

Institutions: 420
Value Held: $2.4B
Shares Held: 23.4M
Avg Position: $5.8M
Median Position: $596.4K

Hedge Funds

Hedge Funds: 7
Value Held: $5.4M
Shares Held: 52.8K
Avg Position: $778.4K
Median Position: $784.4K

Biggest Investors

Institutions with the largest positions in IXN as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
F Fisher Asset Management, LLC Institution	-	$309.2M 0.11% of portfolio	3.0M shares	Q1 2023 Held for 2y 8m	$276.29B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$249.6M 0.02% of portfolio	2.4M shares	Q4 2022 Held for 2y 11m	$1.33T
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$225.4M 0.01% of portfolio	2.2M shares	Q1 2023 Held for 2y 8m	$1.56T
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$108.6M 0.01% of portfolio	1.1M shares	Q4 2022 Held for 2y 11m	$1.65T
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$108.1M 0.02% of portfolio	1.0M shares	Q4 2022 Held for 2y 11m	$488.50B
P Portfolio Strategies, Inc. RIA/Wealth	Paul S Kirshenbaum President	$98.2M 11.42% of portfolio	951.7K shares	Q4 2022 Held for 2y 11m	$860.4M
Green Harvest Asset Management LLC Long Only Manager	Stuart Sherman Parker CEO	$95.2M 1.46% of portfolio	922.5K shares	Q4 2023 Held for 1y 11m	$6.5B
L LPL Financial LLC Institution	-	$94.0M 0.03% of portfolio	911.2K shares	Q4 2022 Held for 2y 11m	$340.07B
F FIL Ltd Institution	-	$86.2M 0.07% of portfolio	835.2K shares	Q4 2022 Held for 2y 11m	$127.75B
B BlackRock, Inc. Institution	-	$58.7M 0.00% of portfolio	568.7K shares	Q4 2022 Held for 2y 11m	$5.67T

Net Capital Flow

Institutional buying and selling activity for IXN in Q3 2025

Traded: +$58.5M
Buyers: 153
Sellers: 156
Total Bought: +$131.0M
Total Sold: −$72.5M
Avg Position: $5.4M

Biggest Buyers

Institution	Net Bought	Current Position
Pictet Asset Management Holding SA Long Only Manager	+$32.6M +318.5K shares	$40.7M 398.1K shares
Summit Wealth Group, LLC RIA/Wealth	+$10.0M +43.0 shares	$10.0M 96.8K shares
L LPL Financial LLC Institution	+$9.7M +94.0K shares	$94.0M 911.2K shares
Cambria Investment Management, L.P. ETF Provider	+$9.2M +89.2K shares	$9.2M 89.2K shares
MML INVESTORS SERVICES, LLC RIA/Wealth	+$6.0M +-12.8K shares	$6.0M 57.7K shares
WELLS FARGO & COMPANY/MN Institution	+$4.3M +42.1K shares	$108.1M 1.0M shares
F Fisher Asset Management, LLC Institution	+$3.7M +36.2K shares	$309.2M 3.0M shares
B Bernardo Wealth Planning LLC RIA/Wealth	+$3.5M +-161.0 shares	$3.5M 33.8K shares
GeoWealth Management, LLC RIA/Wealth	+$3.1M +30.2K shares	$3.1M 30.2K shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	+$2.9M +28.6K shares	$20.4M 197.2K shares

Biggest Sellers

Institution	Net Sold	Current Position
JPMORGAN CHASE & CO Institution	−$14.8M −143.1K shares	$225.4M 2.2M shares
J JANE STREET GROUP, LLC Institution	−$9.8M −106.4K shares	Sold Off 0 shares
P PineBridge Investments Ltd Institution	−$5.0M −54.5K shares	Sold Off 0 shares
F FIL Ltd Institution	−$4.3M −41.8K shares	$86.2M 835.2K shares
M Marks Group Wealth Management, Inc RIA/Wealth	−$3.4M −36.6K shares	Sold Off 0 shares
T TABLEAUX LLC Institution	−$2.6M −24.9K shares	$982.8K 9.5K shares
Green Harvest Asset Management LLC Long Only Manager	−$2.5M −24.4K shares	$95.2M 922.5K shares
AE Wealth Management LLC RIA/Wealth	−$2.5M −24.2K shares	$937.0K 9.1K shares
R Robertson Stephens Wealth Management, LLC Institution	−$2.2M −23.6K shares	Sold Off 0 shares
MORGAN STANLEY RIA/Wealth	−$1.9M −18.3K shares	$108.6M 1.1M shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited IXN in Q3 2025

New Positions: 27
New Value: $33.4M
Exited Positions: 25
Exited Value: $26.8M

New Positions

Institution	Position Value
Summit Wealth Group, LLC RIA/Wealth	$10.0M 96.8K shares
MML INVESTORS SERVICES, LLC RIA/Wealth	$6.0M 57.7K shares
B Bernardo Wealth Planning LLC RIA/Wealth	$3.5M 33.8K shares
GeoWealth Management, LLC RIA/Wealth	$3.1M 30.2K shares
M Montis Financial, LLC RIA/Wealth	$2.0M 19.6K shares
Columbus Macro, LLC Long Only Manager	$1.9M 18.2K shares
Beacon Pointe Advisors, LLC RIA/Wealth	$1.1M 10.6K shares
NAPA WEALTH MANAGEMENT RIA/Wealth	$1.1M 10.2K shares
S Sageworth Trust Co Institution	$857.8K 8.3K shares
Integrity Advisory Solutions, LLC RIA/Wealth	$720.6K 7.0K shares

Exited Positions

Institution	Previous Position
J JANE STREET GROUP, LLC Institution	$9.8M 106.4K shares
P PineBridge Investments Ltd Institution	$5.0M 54.5K shares
M Marks Group Wealth Management, Inc RIA/Wealth	$3.4M 36.6K shares
R Robertson Stephens Wealth Management, LLC Institution	$2.2M 23.6K shares
H HSBC HOLDINGS PLC Institution	$1.7M 18.0K shares
FOUNDERS FINANCIAL SECURITIES LLC RIA/Wealth	$1.0M 10.9K shares
Marshall Wace LLP Institution	$790.6K 8.6K shares
Arcadia Wealth Management, LLC RIA/Wealth	$430.9K 4.7K shares
Mount Yale Investment Advisors, LLC RIA/Wealth	$382.3K 4.1K shares
ASPIRIANT, LLC RIA/Wealth	$351.3K 3.8K shares

Options Activity

Institutions with the largest Call and Put options positions in IXN as of Q3 2025

Call Positions: 1
Call Value: $474.8K
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$474.8K 46.0 contracts

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with IXN as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
P Portfolio Strategies, Inc. RIA/Wealth	Paul S Kirshenbaum President	11.42% $98.2M	951.7K shares	Q4 2022 Held for 2y 11m	$860.4M
Nicholson Meyer Capital Management, Inc. RIA/Wealth	Martin James Briesach Managing Partner	6.82% $8.9M	86.0K shares	Q1 2025 Held for 8 months	$130.1M
VAUGHAN AND COMPANY SECURITIES, INC. RIA/Wealth	James Daniel Iii Vaughan CEO	5.08% $9.6M	92.6K shares	Q4 2022 Held for 2y 11m	$188.2M
Shira Ridge Wealth Management RIA/Wealth	Laurean Sue Nardone Managing Partner	3.92% $9.2M	89.6K shares	Q4 2022 Held for 2y 11m	$235.7M
New Insight Wealth Advisors RIA/Wealth	Josephine H Lee CCO	3.43% $8.9M	86.2K shares	Q4 2023 Held for 1y 11m	$259.5M
P PATTEN & PATTEN INC/TN Institution	-	3.24% $54.7M	530.0K shares	Q1 2023 Held for 2y 8m	$1.7B
Vickerman Investment Advisors, Inc. RIA/Wealth	Michael James Vickerman President	2.61% $12.9M	124.8K shares	Q4 2022 Held for 2y 11m	$494.5M
Cardinal Strategic Wealth Guidance RIA/Wealth	Adrianne Sanders Yamaki Managing Partner	2.43% $9.0M	86.8K shares	Q4 2022 Held for 2y 11m	$368.1M
Summit Wealth Group, LLC RIA/Wealth	Jason Johan Runung President	2.42% $10.0M	96.8K shares	Q3 2025 Held for 2 months	$413.5M
Flagship Private Wealth, LLC RIA/Wealth	Elizabeth Auger Johnson Managing Partner	2.14% $5.3M	51.6K shares	Q4 2022 Held for 2y 11m	$248.9M