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iShares US Tech Independence Focused ETF

51 hedge funds and large institutions have $95.5M invested in iShares US Tech Independence Focused ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 3

34% more capital invested

Capital invested by funds: $71.2M → $95.5M (+$24.4M)

31% more funds holding

Funds holding: 3951 (+12)

1.06% more ownership

Funds ownership: 39.82%40.88% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

15% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 13

Holders
51
Holders Change
+12
Holders Change %
+30.77%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
11
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
26
Bay Harbor Wealth Management
Maryland
$414K
Cerity Partners
27
Cerity Partners
New York
$347K -$1.95K -29 -0.6%
Creative Planning
28
Creative Planning
Kansas
$332K
RIA
29
Regal Investment Advisors
Michigan
$312K +$202 +3 +0.1%
SPC
30
Sigma Planning Corp
Michigan
$301K +$286K +4,254 New
GEA
31
Glen Eagle Advisors
New Jersey
$290K +$60.1K +892 +28%
FPGK
32
Financial Partners Group (Kansas)
Kansas
$271K +$258K +3,833 New
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$244K +$232K +3,442 New
HTC
34
Haverford Trust Company
Pennsylvania
$221K +$210K +3,115 New
Morgan Stanley
35
Morgan Stanley
New York
$205K -$210K -3,112 -52%
MA
36
Montag & Associates
Georgia
$204K +$194K +2,877 New
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$185K -$120K -1,787 -41%
AF
38
Allworth Financial
California
$113K +$108K +1,600 New
AP
39
Advisors Preferred
Maryland
$112K -$239K -3,552 -69%
RCM
40
Richardson Capital Management
Wisconsin
$54.4K +$51.7K +768 New
ACA
41
Aptus Capital Advisors
Alabama
$53.7K +$51K +758 New
FDCDDQ
42
Federation des caisses Desjardins du Quebec
Quebec, Canada
$50.1K
NA
43
NewEdge Advisors
Louisiana
$42.5K +$6.73K +100 +20%
FFA
44
Farther Finance Advisors
California
$29.8K
TRCT
45
Tower Research Capital (TRC)
New York
$13.9K -$51.5K -765 -80%
CPBTD
46
Central Pacific Bank - Trust Division
Hawaii
$5.04K +$4.78K +71 New
CA
47
Continuum Advisory
Idaho
$4.25K +$4.17K +62 New
PS
48
Principal Securities
Iowa
$2.05K
Wells Fargo
49
Wells Fargo
California
$105
EWP
50
Elevation Wealth Partners
California
$71

IETC Hedge Fund Activity: Q1 2024 in Review

51 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares US Tech Independence Focused ETF (IETC) for Q1 2024, worth a combined $95.5M — up 34% from $71.2M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IETC positions and 3 closed out — a net gain of 12 holders — while 11 added to existing stakes and 13 trimmed.

The largest buyer was Mirae Asset Global Investments, opening a new position worth an estimated $9.07M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $1.54M sold.

  • 51 institutional investors held iShares US Tech Independence Focused ETF (IETC) as of Q1 2024, up from 39 in Q4 2023.
  • Funds reported $95.5M of iShares US Tech Independence Focused ETF stock for Q1 2024, up 34% quarter-over-quarter.
  • 15 funds opened new iShares US Tech Independence Focused ETF positions in Q1 2024 and 3 closed out, a net change of +12 holders.
  • The largest iShares US Tech Independence Focused ETF buyer in Q1 2024 was Mirae Asset Global Investments, an estimated $9.07M added.
  • The largest iShares US Tech Independence Focused ETF seller in Q1 2024 was Flow Traders U.S., an estimated $1.54M sold.

Based on aggregated 13F filings for Q1 2024.