We are live on ! Find out more
IETC icon

iShares US Tech Independence Focused ETF
IETC

38 hedge funds and large institutions have $54M invested in iShares US Tech Independence Focused ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

12% more funds holding

Funds holding: 34 → 38 (+4)

1.81% more ownership

Funds ownership: 34.62% → 36.43% (+1.8%)

3% more capital invested

Capital invested by funds: $52.4M → $54M (+$1.57M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 9

Holders
38
Holders Change
+4
Holders Change %
+11.76%
% of All Funds
0.6%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
9
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$1.91M
2
KA
Kozak & Associates
Colorado
+$1.41M
3
PFO
Pathstone Family Office
New Jersey
+$968K
4
FEM
Fulcrum Equity Management
Texas
+$954K
5
JP Morgan Chase
JP Morgan Chase
New York
+$760K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.22M
2
CA
Cetera Advisors
Colorado
-$962K
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$801K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$478K
5
Mariner
Mariner
Kansas
-$314K
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$249K -$204K -3,673 -44%
RIA
27
Regal Investment Advisors
Michigan
$234K – – –
KCM
28
KM Capital Management
Texas
$201K +$209K +3,769 New
Morgan Stanley
29
Morgan Stanley
New York
$167K +$174K +3,129 New
GEA
30
Glen Eagle Advisors
New Jersey
$145K +$5.05K +91 +3%
ACA
31
Aptus Capital Advisors
Alabama
$40.3K +$42.1K +758 New
FDCDDQ
32
Federation des caisses Desjardins du Quebec
Quebec, Canada
$37.7K – – –
UBS Group
33
UBS Group
Switzerland
$27.1K +$19.9K +359 +239%
NA
34
NewEdge Advisors
Louisiana
$26.6K – – –
FFA
35
Farther Finance Advisors
California
$22.4K +$16.8K +302 +256%
LWANC
36
Laurel Wealth Advisors (North Carolina)
North Carolina
$426 – – –
CAS
37
Coppell Advisory Solutions
Texas
$285 – – –
EWP
38
Elevation Wealth Partners
California
$54 – – –
Wells Fargo
39
Wells Fargo
California
$4 – – –
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
– -$2.22M -40,299 Closed
CA
41
Cetera Advisors
Colorado
– -$962K -17,456 Closed
Mariner
42
Mariner
Kansas
– -$314K -5,699 Closed
WP
43
WealthPLAN Partners
Nebraska
– -$2.81K -51 Closed
1
2

IETC Hedge Fund Activity: Q3 2023 in Review

38 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares US Tech Independence Focused ETF (IETC) for Q3 2023, worth a combined $54M — up 3% from $52.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IETC positions and 4 closed out — a net gain of 4 holders — while 9 added to existing stakes and 9 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $1.91M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.22M sold.

  • 38 institutional investors held iShares US Tech Independence Focused ETF (IETC) as of Q3 2023, up from 34 in Q2 2023.
  • Funds reported $54M of iShares US Tech Independence Focused ETF stock for Q3 2023, up 3% quarter-over-quarter.
  • 8 funds opened new iShares US Tech Independence Focused ETF positions in Q3 2023 and 4 closed out, a net change of +4 holders.
  • The largest iShares US Tech Independence Focused ETF buyer in Q3 2023 was Goldman Sachs, an estimated $1.91M added.
  • The largest iShares US Tech Independence Focused ETF seller in Q3 2023 was Susquehanna International Group, an estimated $2.22M sold.

Based on aggregated 13F filings for Q3 2023.