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iShares US Tech Independence Focused ETF

60 hedge funds and large institutions have $122M invested in iShares US Tech Independence Focused ETF in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

329% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 7

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

13% more capital invested

Capital invested by funds: $108M → $122M (+$14M)

5% more funds holding

Funds holding: 5760 (+3)

0.47% more ownership

Funds ownership: 38.99%39.46% (+0.47%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
60
Holders Change
+3
Holders Change %
+5.26%
% of All Funds
0.86%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
30
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSAM
26
Moloney Securities Asset Management
Missouri
$490K +$6.97K +93 +2%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$485K +$116K +1,543 +33%
BHWM
28
Bay Harbor Wealth Management
Maryland
$458K
GEA
29
Glen Eagle Advisors
New Jersey
$432K +$41.4K +553 +11%
Cerity Partners
30
Cerity Partners
New York
$384K +$5.7K +76 +2%
SPC
31
Sigma Planning Corp
Michigan
$374K +$5.47K +73 +2%
Creative Planning
32
Creative Planning
Kansas
$367K
RIA
33
Regal Investment Advisors
Michigan
$346K +$375 +5 +0.1%
SA
34
Sanctuary Advisors
Indiana
$324K +$7.12K +95 +2%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$322K +$308K +4,106 New
FPGK
36
Financial Partners Group (Kansas)
Kansas
$315K +$6.82K +91 +2%
Morgan Stanley
37
Morgan Stanley
New York
$266K +$37.7K +503 +17%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$259K -$5.62K -75 -2%
HTC
39
Haverford Trust Company
Pennsylvania
$244K
Millennium Management
40
Millennium Management
New York
$238K +$228K +3,040 New
OMC
41
Old Mission Capital
Illinois
$231K +$221K +2,946 New
MA
42
Montag & Associates
Georgia
$205K
CFP
43
Cascade Financial Partners
California
$205K +$190K +2,531 New
AF
44
Allworth Financial
California
$125K
TRCT
45
Tower Research Capital (TRC)
New York
$72.5K -$88.4K -1,180 -56%
RCM
46
Richardson Capital Management
Wisconsin
$67.9K +$3.45K +46 +6%
ACA
47
Aptus Capital Advisors
Alabama
$59.4K +$56.8K +758 New
FDCDDQ
48
Federation des caisses Desjardins du Quebec
Quebec, Canada
$55.5K
FFA
49
Farther Finance Advisors
California
$52.3K -$10.6K -142 -18%
NA
50
NewEdge Advisors
Louisiana
$47K