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iShares US Tech Independence Focused ETF

34 hedge funds and large institutions have $28M invested in iShares US Tech Independence Focused ETF in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

17% more funds holding

Funds holding: 2934 (+5)

7% more capital invested

Capital invested by funds: $26.2M → $28M (+$1.82M)

0.65% more ownership

Funds ownership: 26.78%27.43% (+0.65%)

18% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 11

Holders
34
Holders Change
+5
Holders Change %
+17.24%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
9
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWMS
1
Advocacy Wealth Management Services
Georgia
$10.3M -$64.5K -1,441 -0.7%
FEM
2
Fulcrum Equity Management
Texas
$3.01M -$11.2K -249 -0.4%
IF
3
Ironwood Financial
Arizona
$2.56M -$123K -2,742 -5%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.99M +$138K +3,086 +8%
LPL Financial
5
LPL Financial
California
$1.32M +$1.24M +27,751 New
TRCT
6
Tower Research Capital (TRC)
New York
$1.2M -$833K -18,603 -42%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.06M -$969K -21,640 -49%
Osaic Holdings
8
Osaic Holdings
Arizona
$732K +$62.7K +1,400 +10%
Citadel Advisors
9
Citadel Advisors
Florida
$613K -$1.13M -25,170 -66%
KIA
10
KCM Investment Advisors
California
$553K -$125K -2,783 -19%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$443K -$120K -2,678 -22%
FPGK
12
Financial Partners Group (Kansas)
Kansas
$396K -$22K -491 -6%
Truist Financial
13
Truist Financial
North Carolina
$388K +$68K +1,518 +23%
FP
14
Financial Perspectives
Minnesota
$369K +$79.4K +1,773 +30%
RCS
15
Retirement Capital Strategies
California
$362K -$124K -2,761 -27%
PCM
16
Parsons Capital Management
Rhode Island
$350K +$117K +2,605 +55%
PIMG
17
Patriot Investment Management Group
Tennessee
$316K +$18.6K +415 +7%
RIA
18
Regal Investment Advisors
Michigan
$302K +$285K +6,355 New
NL
19
NWAM LLC
Washington
$295K +$278K +6,209 New
BHWM
20
Bay Harbor Wealth Management
Maryland
$285K +$268K +5,991 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$254K +$240K +5,361 New
Creative Planning
22
Creative Planning
Kansas
$232K -$47.1K -1,051 -18%
DAS
23
Dynamic Advisor Solutions
Arizona
$213K +$200K +4,475 New
CA
24
Cetera Advisors
Colorado
$211K +$199K +4,447 New
APA
25
American Portfolios Advisors
New York
$136K

IETC Hedge Fund Activity: Q4 2020 in Review

34 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares US Tech Independence Focused ETF (IETC) for Q4 2020, worth a combined $28M — up 6.9% from $26.2M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IETC positions and 5 closed out — a net gain of 5 holders — while 9 added to existing stakes and 11 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $1.24M. The largest seller was Citadel Advisors, cutting an estimated $1.13M.

  • 34 institutional investors held iShares US Tech Independence Focused ETF (IETC) as of Q4 2020, up from 29 in Q3 2020.
  • Funds reported $28M of iShares US Tech Independence Focused ETF stock for Q4 2020, up 6.9% quarter-over-quarter.
  • 10 funds opened new iShares US Tech Independence Focused ETF positions in Q4 2020 and 5 closed out, a net change of +5 holders.
  • The largest iShares US Tech Independence Focused ETF buyer in Q4 2020 was LPL Financial, an estimated $1.24M added.
  • The largest iShares US Tech Independence Focused ETF seller in Q4 2020 was Citadel Advisors, an estimated $1.13M sold.

Based on aggregated 13F filings for Q4 2020.