iShares US Tech Independence Focused ETF
IETC
30 hedge funds and large institutions have $27.4M invested in iShares US Tech Independence Focused ETF in 2021 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 7 closing their positions.
14.48% more ownership
Funds ownership: 27.43% → 41.92% (+14%)
0% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 9
2% less capital invested
Capital invested by funds: $28M → $27.4M (-$594K)
12% less funds holding
Funds holding: 34 → 30 (-4)
57% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FP
Financial Perspectives
Minneapolis,
Minnesota
|
+$20.8M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.59M |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$951K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$776K |
| 5 |
CA
Cetera Advisors
Denver,
Colorado
|
+$131K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
-$10.3M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.06M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$613K |
| 4 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
-$577K |
| 5 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
-$302K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIC
26
Ameritas Investment Company
Lincoln,
Nebraska
| $48.8K | +$48.7K | +1,005 | New |
|
|
GEA
27
Glen Eagle Advisors
Kingston,
New Jersey
| $13.2K | +$1.55K | +32 | +13% |
|
|
OCM
28
Orion Capital Management
Coronado,
California
| $9K | – | – | – |
|
|
NFG
29
Next Financial Group
Houston,
Texas
| $8K | – | – | – |
|
|
TCOV
30
Trust Company of Vermont
Brattleboro,
Vermont
| $3K | -$727 | -15 | -17% |
|
|
31
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.06M | -22,259 | Closed |
|
|
32
Citadel Advisors
Miami,
Florida
| – | -$613K | -12,887 | Closed |
|
|
RIA
33
Regal Investment Advisors
Kentwood,
Michigan
| – | -$302K | -6,355 | Closed |
|
34
UBS Group
Zurich,
Switzerland
| – | -$84K | -1,768 | Closed |
|
|
DWP
35
Destiny Wealth Partners
Tavares,
Florida
| – | -$23K | -490 | Closed |
|
|
SWA
36
SOA Wealth Advisors
New York
| – | -$11K | -220 | Closed |
|
|
ASN
37
Advisory Services Network
Atlanta,
Georgia
| – | -$5K | -101 | Closed |
|
IETC Hedge Fund Activity: Q1 2021 in Review
30 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares US Tech Independence Focused ETF (IETC) for Q1 2021, worth a combined $27.4M — down 2.1% from $28M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of IETC and 3 opened new positions — a net loss of 4 holders — while 9 trimmed existing stakes and 9 added.
The largest buyer was Financial Perspectives, adding an estimated $20.8M. The largest seller was Advocacy Wealth Management Services, cutting an estimated $10.3M.
- 30 institutional investors held iShares US Tech Independence Focused ETF (IETC) as of Q1 2021, down from 34 in Q4 2020.
- Funds reported $27.4M of iShares US Tech Independence Focused ETF stock for Q1 2021, down 2.1% quarter-over-quarter.
- 3 funds opened new iShares US Tech Independence Focused ETF positions in Q1 2021 and 7 closed out, a net change of -4 holders.
- The largest iShares US Tech Independence Focused ETF buyer in Q1 2021 was Financial Perspectives, an estimated $20.8M added.
- The largest iShares US Tech Independence Focused ETF seller in Q1 2021 was Advocacy Wealth Management Services, an estimated $10.3M sold.
Based on aggregated 13F filings for Q1 2021.