iShares Blockchain and Tech ETF
IBLC
11 hedge funds and large institutions have $1.74M invested in iShares Blockchain and Tech ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
297% more capital invested
Capital invested by funds: $438K → $1.74M (+$1.3M)
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
83% more funds holding
Funds holding: 6 → 11 (+5)
3.88% more ownership
Funds ownership: 6.02% → 9.9% (+3.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$289K |
| 2 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$208K |
| 3 |
WFA
WMG Financial Advisors
Knoxville,
Tennessee
|
+$139K |
| 4 |
BW
Bison Wealth
Atlanta,
Georgia
|
+$24.7K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$8.67K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WWA
WCG Wealth Advisors
Las Vegas,
Nevada
|
-$23.1K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $419K | +$289K | +14,348 | New |
|
|
WWA
2
WCG Wealth Advisors
Las Vegas,
Nevada
| $395K | -$23.1K | -1,147 | -8% |
|
|
BW
3
Bison Wealth
Atlanta,
Georgia
| $387K | +$24.7K | +1,228 | +10% |
|
|
BRWA
4
B. Riley Wealth Advisors
Boca Raton,
Florida
| $303K | +$208K | +10,364 | New |
|
|
WFA
5
WMG Financial Advisors
Knoxville,
Tennessee
| $201K | +$139K | +6,895 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| $15.7K | +$8.67K | +431 | +399% |
|
|
SIS
7
Strategic Investment Solutions
Orland Park,
Illinois
| $8.09K | +$5.57K | +277 | New |
|
8
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $4K | – | – | – |
|
|
AIM
9
Anchor Investment Management
Columbia,
South Carolina
| $2.92K | – | – | – |
|
|
HWA
10
HHM Wealth Advisors
Chattanooga,
Tennessee
| $702 | +$483 | +24 | New |
|
11
Morgan Stanley
New York
| $88 | +$40 | +2 | New |
|
|
12
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$2K | -100 | Closed |
|
IBLC Hedge Fund Activity: Q4 2023 in Review
11 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in iShares Blockchain and Tech ETF (IBLC) for Q4 2023, worth a combined $1.74M — up 297% from $438K a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new IBLC positions and 1 closed out — a net gain of 5 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $289K. The largest seller was WCG Wealth Advisors, cutting an estimated $23.1K.
- 11 institutional investors held iShares Blockchain and Tech ETF (IBLC) as of Q4 2023, up from 6 in Q3 2023.
- Funds reported $1.74M of iShares Blockchain and Tech ETF stock for Q4 2023, up 297% quarter-over-quarter.
- 6 funds opened new iShares Blockchain and Tech ETF positions in Q4 2023 and 1 closed out, a net change of +5 holders.
- The largest iShares Blockchain and Tech ETF buyer in Q4 2023 was Jane Street, an estimated $289K added.
- The largest iShares Blockchain and Tech ETF seller in Q4 2023 was WCG Wealth Advisors, an estimated $23.1K sold.
Based on aggregated 13F filings for Q4 2023.