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iShares US Tech Independence Focused ETF
IETC

29 hedge funds and large institutions have $26.2M invested in iShares US Tech Independence Focused ETF in 2020 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

175% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 4

129% more capital invested

Capital invested by funds: $11.5M → $26.2M (+$14.8M)

45% more funds holding

Funds holding: 20 → 29 (+9)

6.77% more ownership

Funds ownership: 20% → 26.78% (+6.8%)

Holders
29
Holders Change
+9
Holders Change %
+45%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
11
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWMS
Advocacy Wealth Management Services
Georgia
+$5.51M
2
FEM
Fulcrum Equity Management
Texas
+$2.09M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.82M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.58M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$497K

Top Sellers

1
NCM
Niemann Capital Management
Nevada
-$504K
2
FPGK
Financial Partners Group (Kansas)
Kansas
-$102K
3
IF
Ironwood Financial
Arizona
-$51.6K
4
PS
Portfolio Strategies
New York
-$21.7K
5
CAN
Cetera Advisor Networks
California
-$16K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWMS
1
Advocacy Wealth Management Services
Georgia
$9.33M +$5.51M +133,024 +158%
FEM
2
Fulcrum Equity Management
Texas
$2.7M +$2.09M +50,397 +382%
IF
3
Ironwood Financial
Arizona
$2.4M -$51.6K -1,246 -2%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.86M +$1.82M +43,899 New
TRCT
5
Tower Research Capital (TRC)
New York
$1.86M +$387K +9,357 +27%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.64M +$136K +3,275 +9%
Citadel Advisors
7
Citadel Advisors
Florida
$1.61M +$1.58M +38,057 New
PS
8
Portfolio Strategies
New York
$746K -$21.7K -523 -3%
KIA
9
KCM Investment Advisors
California
$612K – – –
Osaic Holdings
10
Osaic Holdings
Arizona
$590K +$371K +8,954 +178%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$509K +$497K +12,000 New
RCS
12
Retirement Capital Strategies
California
$426K +$429K +10,368 New
FPGK
13
Financial Partners Group (Kansas)
Kansas
$365K -$102K -2,470 -22%
Truist Financial
14
Truist Financial
North Carolina
$282K +$275K +6,651 New
PIMG
15
Patriot Investment Management Group
Tennessee
$265K +$20.5K +495 +9%
FP
16
Financial Perspectives
Minnesota
$254K +$41.9K +1,013 +20%
Creative Planning
17
Creative Planning
Kansas
$252K +$246K +5,936 New
PCM
18
Parsons Capital Management
Rhode Island
$201K +$197K +4,750 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$128K +$112K +2,706 +917%
APA
20
American Portfolios Advisors
New York
$121K +$81.6K +1,970 +224%
FDCDDQ
21
Federation des caisses Desjardins du Quebec
Quebec, Canada
$50.4K +$19.9K +480 +68%
GEA
22
Glen Eagle Advisors
New Jersey
$7.8K +$4.18K +101 +122%
NFG
23
Next Financial Group
Texas
$7K +$6.87K +166 New
ASN
24
Advisory Services Network
Georgia
$4K +$4.18K +101 New
TCOV
25
Trust Company of Vermont
Vermont
$3K -$994 -24 -25%
1
2

IETC Hedge Fund Activity: Q3 2020 in Review

29 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares US Tech Independence Focused ETF (IETC) for Q3 2020, worth a combined $26.2M — up 129% from $11.5M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IETC positions and 2 closed out — a net gain of 9 holders — while 11 added to existing stakes and 4 trimmed.

The largest buyer was Advocacy Wealth Management Services, adding an estimated $5.51M. The largest seller was Niemann Capital Management, exiting entirely with an estimated $504K sold.

  • 29 institutional investors held iShares US Tech Independence Focused ETF (IETC) as of Q3 2020, up from 20 in Q2 2020.
  • Funds reported $26.2M of iShares US Tech Independence Focused ETF stock for Q3 2020, up 129% quarter-over-quarter.
  • 11 funds opened new iShares US Tech Independence Focused ETF positions in Q3 2020 and 2 closed out, a net change of +9 holders.
  • The largest iShares US Tech Independence Focused ETF buyer in Q3 2020 was Advocacy Wealth Management Services, an estimated $5.51M added.
  • The largest iShares US Tech Independence Focused ETF seller in Q3 2020 was Niemann Capital Management, an estimated $504K sold.

Based on aggregated 13F filings for Q3 2020.