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iShares US Tech Independence Focused ETF

57 hedge funds and large institutions have $108M invested in iShares US Tech Independence Focused ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

118% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 11

13% more capital invested

Capital invested by funds: $95.5M → $108M (+$12.6M)

12% more funds holding

Funds holding: 5157 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.89% less ownership

Funds ownership: 40.88%38.99% (-1.9%)

Holders
57
Holders Change
+6
Holders Change %
+11.76%
% of All Funds
0.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
24
Reduced
11
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
$440K +$71 +1 +0%
GEA
27
Glen Eagle Advisors
New Jersey
$373K +$61.3K +869 +21%
Cerity Partners
28
Cerity Partners
New York
$363K -$5.01K -71 -1%
SPC
29
Sigma Planning Corp
Michigan
$353K +$31.3K +443 +10%
Creative Planning
30
Creative Planning
Kansas
$352K
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$350K +$144K +2,044 +78%
RIA
32
Regal Investment Advisors
Michigan
$332K +$141 +2 +0%
FPGK
33
Financial Partners Group (Kansas)
Kansas
$296K +$7.13K +101 +3%
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$263K +$247K +3,503 New
SA
35
Sanctuary Advisors
Indiana
$262K +$271K +3,842 New
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$254K -$4.3K -61 -2%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$239K -$2.41M -34,103 -91%
HTC
38
Haverford Trust Company
Pennsylvania
$234K
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$222K +$209K +2,956 New
Mariner
40
Mariner
Kansas
$220K +$206K +2,923 New
Morgan Stanley
41
Morgan Stanley
New York
$217K +$71 +1 +0%
MA
42
Montag & Associates
Georgia
$197K -$18.5K -262 -9%
TRCT
43
Tower Research Capital (TRC)
New York
$158K +$135K +1,908 +969%
AF
44
Allworth Financial
California
$119K
RCM
45
Richardson Capital Management
Wisconsin
$61.6K +$3.67K +52 +7%
FFA
46
Farther Finance Advisors
California
$61.3K +$27.4K +389 +93%
FDCDDQ
47
Federation des caisses Desjardins du Quebec
Quebec, Canada
$53.2K
NA
48
NewEdge Advisors
Louisiana
$45.1K
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$19K +$18K +255 New
UBS Group
50
UBS Group
Switzerland
$5.49K +$5.15K +73 New