iShares US Tech Independence Focused ETF
IETC
34 hedge funds and large institutions have $28M invested in iShares US Tech Independence Focused ETF in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 5 closing their positions.
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
17% more funds holding
Funds holding: 29 → 34 (+5)
7% more capital invested
Capital invested by funds: $26.2M → $28M (+$1.82M)
0.65% more ownership
Funds ownership: 26.78% → 27.43% (+0.65%)
18% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.24M |
| 2 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
+$285K |
| 3 |
NL
NWAM LLC
Mercer Island,
Washington
|
+$278K |
| 4 |
BHWM
Bay Harbor Wealth Management
Hunt Valley,
Maryland
|
+$268K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$240K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.13M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$969K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$833K |
| 4 |
PS
Portfolio Strategies
Monsey,
New York
|
-$746K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$128K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $84K | +$78.7K | +1,758 | +17,580% |
|
|
FDCDDQ
27
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $56.5K | – | – | – |
|
|
DWP
28
Destiny Wealth Partners
Tavares,
Florida
| $23K | +$21.9K | +490 | New |
|
|
GEA
29
Glen Eagle Advisors
Kingston,
New Jersey
| $11.4K | +$2.46K | +55 | +30% |
|
|
SWA
30
SOA Wealth Advisors
New York
| $11K | +$9.85K | +220 | New |
|
|
OCM
31
Orion Capital Management
Coronado,
California
| $9K | +$8.42K | +188 | New |
|
|
NFG
32
Next Financial Group
Houston,
Texas
| $8K | – | – | – |
|
|
ASN
33
Advisory Services Network
Atlanta,
Georgia
| $5K | – | – | – |
|
|
TCOV
34
Trust Company of Vermont
Brattleboro,
Vermont
| $4K | +$717 | +16 | +23% |
|
|
PS
35
Portfolio Strategies
Monsey,
New York
| – | -$746K | -17,584 | Closed |
|
|
36
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$128K | -3,001 | Closed |
|
|
BSG
37
Black Swift Group
Boulder,
Colorado
| – | -$1K | -15 | Closed |
|
38
Wells Fargo
San Francisco,
California
| – | -$45 | -1 | Closed |
|
IETC Hedge Fund Activity: Q4 2020 in Review
34 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares US Tech Independence Focused ETF (IETC) for Q4 2020, worth a combined $28M — up 6.9% from $26.2M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new IETC positions and 5 closed out — a net gain of 5 holders — while 9 added to existing stakes and 11 trimmed.
The largest buyer was LPL Financial, opening a new position worth an estimated $1.24M. The largest seller was Citadel Advisors, cutting an estimated $1.13M.
- 34 institutional investors held iShares US Tech Independence Focused ETF (IETC) as of Q4 2020, up from 29 in Q3 2020.
- Funds reported $28M of iShares US Tech Independence Focused ETF stock for Q4 2020, up 6.9% quarter-over-quarter.
- 10 funds opened new iShares US Tech Independence Focused ETF positions in Q4 2020 and 5 closed out, a net change of +5 holders.
- The largest iShares US Tech Independence Focused ETF buyer in Q4 2020 was LPL Financial, an estimated $1.24M added.
- The largest iShares US Tech Independence Focused ETF seller in Q4 2020 was Citadel Advisors, an estimated $1.13M sold.
Based on aggregated 13F filings for Q4 2020.