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iShares US Tech Independence Focused ETF

68 hedge funds and large institutions have $146M invested in iShares US Tech Independence Focused ETF in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

57% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 14

20% more capital invested

Capital invested by funds: $122M → $146M (+$24.1M)

13% more funds holding

Funds holding: 6068 (+8)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.23% less ownership

Funds ownership: 39.46%38.23% (-1.2%)

Holders
68
Holders Change
+8
Holders Change %
+13.33%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
22
Reduced
14
Closed
5
Calls
$213K
Puts
Net Calls
+$213K
Net Calls Change
+$213K
Name Holding Trade Value Shares
Change
Change in
Stake
P
26
&Partners
Tennessee
$662K -$14.4K -175 -2%
MSAM
27
Moloney Securities Asset Management
Missouri
$644K +$108K +1,303 +21%
LSA
28
Lansing Street Advisors
Pennsylvania
$636K -$165 -2 -0%
BHWM
29
Bay Harbor Wealth Management
Maryland
$499K +$83 +1 +0%
GEA
30
Glen Eagle Advisors
New Jersey
$466K -$4.87K -59 -1%
SPC
31
Sigma Planning Corp
Michigan
$452K +$43.8K +530 +11%
CFP
32
Comprehensive Financial Planning
Pennsylvania
$441K +$427K +5,174 New
Cerity Partners
33
Cerity Partners
New York
$427K +$8.42K +102 +2%
BNMT
34
Bawa N Mallick Trust
New York
$427K +$413K +5,000 New
IWA
35
Icon Wealth Advisors
Texas
$402K +$389K +4,706 New
Creative Planning
36
Creative Planning
Kansas
$400K
SA
37
Sanctuary Advisors
Indiana
$397K +$53.2K +645 +16%
RIA
38
Regal Investment Advisors
Michigan
$377K +$248 +3 +0.1%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$365K +$13.7K +166 +4%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$355K -$167K -2,026 -33%
FPGK
41
Financial Partners Group (Kansas)
Kansas
$348K +$4.87K +59 +1%
MA
42
Montag & Associates
Georgia
$331K +$105K +1,268 +48%
Morgan Stanley
43
Morgan Stanley
New York
$276K -$12.5K -152 -4%
HTC
44
Haverford Trust Company
Pennsylvania
$266K
Mariner
45
Mariner
Kansas
$252K +$244K +2,953 New
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$251K -$29.7K -360 -11%
SAW
47
Signal Advisors Wealth
Michigan
$219K +$211K +2,561 New
CFP
48
Cascade Financial Partners
California
$216K
HWM
49
HB Wealth Management
Georgia
$213K +$206K +2,500 New
AF
50
Allworth Financial
California
$143K