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iShares US Tech Independence Focused ETF
IETC

39 hedge funds and large institutions have $71.2M invested in iShares US Tech Independence Focused ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 7

32% more capital invested

Capital invested by funds: $54M → $71.2M (+$17.1M)

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

3.39% more ownership

Funds ownership: 36.43% → 39.82% (+3.4%)

3% more funds holding

Funds holding: 38 → 39 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
39
Holders Change
+1
Holders Change %
+2.63%
% of All Funds
0.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
12
Reduced
7
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.62M
2
KA
Kozak & Associates
Colorado
+$2.5M
3
RJA
Raymond James & Associates
Florida
+$2.2M
4
FTUS
Flow Traders U.S.
New York
+$1.42M
5
JP Morgan Chase
JP Morgan Chase
New York
+$1.37M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$1.51M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$993K
3
FEM
Fulcrum Equity Management
Texas
-$915K
4
Jane Street
Jane Street
New York
-$605K
5
TRCT
Tower Research Capital (TRC)
New York
-$447K
Name Holding Trade Value Shares
Change 		Change in
Stake
AP
26
Advisors Preferred
Maryland
$314K +$294K +5,133 New
Cerity Partners
27
Cerity Partners
New York
$307K +$282K +4,927 New
Creative Planning
28
Creative Planning
Kansas
$292K – – –
RIA
29
Regal Investment Advisors
Michigan
$275K +$573 +10 +0.2%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$274K -$993K -17,322 -80%
GEA
31
Glen Eagle Advisors
New Jersey
$200K +$27.1K +472 +17%
TRCT
32
Tower Research Capital (TRC)
New York
$60K -$447K -7,804 -89%
FDCDDQ
33
Federation des caisses Desjardins du Quebec
Quebec, Canada
$44.2K – – –
NA
34
NewEdge Advisors
Louisiana
$31.2K – – –
FFA
35
Farther Finance Advisors
California
$26.2K – – –
TVAMP
36
Tennessee Valley Asset Management Partners
Tennessee
$18.7K +$17.2K +300 New
PS
37
Principal Securities
Iowa
$1.81K +$1.66K +29 New
EWP
38
Elevation Wealth Partners
California
$54 – – –
Wells Fargo
39
Wells Fargo
California
$40 +$57 +1 New
ASN
40
Advisory Services Network
Georgia
$2 – – –
FEM
41
Fulcrum Equity Management
Texas
– -$915K -17,190 Closed
Jane Street
42
Jane Street
New York
– -$605K -11,366 Closed
LCGC
43
Legacy Capital Group California
California
– -$322K -6,045 Closed
ACA
44
Aptus Capital Advisors
Alabama
– -$40.3K -758 Closed
UBS Group
45
UBS Group
Switzerland
– -$27.1K -509 Closed
LWANC
46
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$426 -8 Closed
CAS
47
Coppell Advisory Solutions
Texas
– -$285 -7 Closed
1
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IETC Hedge Fund Activity: Q4 2023 in Review

39 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares US Tech Independence Focused ETF (IETC) for Q4 2023, worth a combined $71.2M — up 32% from $54M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IETC positions and 7 closed out — a net gain of 2 holders — while 12 added to existing stakes and 7 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $2.62M. The largest seller was Goldman Sachs, cutting an estimated $1.51M.

  • 39 institutional investors held iShares US Tech Independence Focused ETF (IETC) as of Q4 2023, up from 38 in Q3 2023.
  • Funds reported $71.2M of iShares US Tech Independence Focused ETF stock for Q4 2023, up 32% quarter-over-quarter.
  • 9 funds opened new iShares US Tech Independence Focused ETF positions in Q4 2023 and 7 closed out, a net change of +2 holders.
  • The largest iShares US Tech Independence Focused ETF buyer in Q4 2023 was Cambridge Investment Research Advisors, an estimated $2.62M added.
  • The largest iShares US Tech Independence Focused ETF seller in Q4 2023 was Goldman Sachs, an estimated $1.51M sold.

Based on aggregated 13F filings for Q4 2023.