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iShares US Tech Independence Focused ETF
IETC

20 hedge funds and large institutions have $11.5M invested in iShares US Tech Independence Focused ETF in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more capital invested

Capital invested by funds: $4.66M → $11.5M (+$6.81M)

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

67% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 3

18% more funds holding

Funds holding: 17 → 20 (+3)

3.15% more ownership

Funds ownership: 16.86% → 20% (+3.1%)

Holders
20
Holders Change
+3
Holders Change %
+17.65%
% of All Funds
0.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
5
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWMS
Advocacy Wealth Management Services
Georgia
+$2.89M
2
IF
Ironwood Financial
Arizona
+$931K
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$890K
4
NCM
Niemann Capital Management
Nevada
+$454K
5
FEM
Fulcrum Equity Management
Texas
+$453K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$880K
2
TRCT
Tower Research Capital (TRC)
New York
-$397K
3
Osaic Holdings
Osaic Holdings
Arizona
-$60.3K
4
PS
Portfolio Strategies
New York
-$16.8K
5
NFG
Next Financial Group
Texas
-$5K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWMS
1
Advocacy Wealth Management Services
Georgia
$3.22M +$2.89M +84,156 New
IF
2
Ironwood Financial
Arizona
$2.21M +$931K +27,065 +88%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.35M +$890K +25,876 +270%
TRCT
4
Tower Research Capital (TRC)
New York
$1.32M -$397K -11,532 -25%
PS
5
Portfolio Strategies
New York
$692K -$16.8K -489 -3%
KIA
6
KCM Investment Advisors
California
$551K – – –
FEM
7
Fulcrum Equity Management
Texas
$504K +$453K +13,176 New
NCM
8
Niemann Capital Management
Nevada
$504K +$454K +13,192 New
FPGK
9
Financial Partners Group (Kansas)
Kansas
$423K +$381K +11,076 New
PIMG
10
Patriot Investment Management Group
Tennessee
$220K +$198K +5,755 New
Osaic Holdings
11
Osaic Holdings
Arizona
$192K -$60.3K -1,752 -26%
FP
12
Financial Perspectives
Minnesota
$190K +$97.6K +2,838 +133%
APA
13
American Portfolios Advisors
New York
$33.7K +$722 +21 +2%
FDCDDQ
14
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27.1K +$20.4K +593 +516%
CAN
15
Cetera Advisor Networks
California
$16K +$14.2K +413 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$11K – – –
TCOV
17
Trust Company of Vermont
Vermont
$4K – – –
GEA
18
Glen Eagle Advisors
New Jersey
$3.17K +$2.85K +83 New
BSG
19
Black Swift Group
Colorado
$1K – – –
Citadel Advisors
20
Citadel Advisors
Florida
– -$880K -30,277 Closed
NFG
21
Next Financial Group
Texas
– -$5K -166 Closed
ASN
22
Advisory Services Network
Georgia
– -$3K -101 Closed

IETC Hedge Fund Activity: Q2 2020 in Review

20 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares US Tech Independence Focused ETF (IETC) for Q2 2020, worth a combined $11.5M — up 146% from $4.66M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IETC positions and 4 closed out — a net gain of 3 holders — while 5 added to existing stakes and 3 trimmed.

The largest buyer was Advocacy Wealth Management Services, opening a new position worth an estimated $2.89M. The largest seller was Citadel Advisors, exiting entirely with an estimated $880K sold.

  • 20 institutional investors held iShares US Tech Independence Focused ETF (IETC) as of Q2 2020, up from 17 in Q1 2020.
  • Funds reported $11.5M of iShares US Tech Independence Focused ETF stock for Q2 2020, up 146% quarter-over-quarter.
  • 7 funds opened new iShares US Tech Independence Focused ETF positions in Q2 2020 and 4 closed out, a net change of +3 holders.
  • The largest iShares US Tech Independence Focused ETF buyer in Q2 2020 was Advocacy Wealth Management Services, an estimated $2.89M added.
  • The largest iShares US Tech Independence Focused ETF seller in Q2 2020 was Citadel Advisors, an estimated $880K sold.

Based on aggregated 13F filings for Q2 2020.