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iShares US Tech Independence Focused ETF

30 hedge funds and large institutions have $27.4M invested in iShares US Tech Independence Focused ETF in 2021 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14.48% more ownership

Funds ownership: 27.43%41.92% (+14%)

0% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 9

2% less capital invested

Capital invested by funds: $28M → $27.4M (-$594K)

12% less funds holding

Funds holding: 3430 (-4)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
30
Holders Change
-4
Holders Change %
-11.76%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
9
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FP
1
Financial Perspectives
Minnesota
$9.02M +$20.8M +429,752 +5,542%
FEM
2
Fulcrum Equity Management
Texas
$2.5M -$577K -11,907 -19%
IF
3
Ironwood Financial
Arizona
$2.48M -$129K -2,666 -5%
TRCT
4
Tower Research Capital (TRC)
New York
$2.17M +$951K +19,624 +78%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$1.96M -$71.5K -1,476 -4%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$1.59M +$1.59M +32,806 New
Osaic Holdings
7
Osaic Holdings
Arizona
$1.53M +$776K +16,020 +104%
LPL Financial
8
LPL Financial
California
$1.41M +$58.1K +1,200 +4%
KIA
9
KCM Investment Advisors
California
$565K
FPGK
10
Financial Partners Group (Kansas)
Kansas
$427K +$32.8K +676 +8%
PCM
11
Parsons Capital Management
Rhode Island
$358K +$969 +20 +0.3%
Truist Financial
12
Truist Financial
North Carolina
$347K -$49.3K -1,018 -12%
CA
13
Cetera Advisors
Colorado
$347K +$131K +2,708 +61%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$328K -$125K -2,570 -28%
PIMG
15
Patriot Investment Management Group
Tennessee
$323K
NL
16
NWAM LLC
Washington
$301K
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$299K +$39.2K +810 +15%
BHWM
18
Bay Harbor Wealth Management
Maryland
$283K -$7.66K -158 -3%
RCS
19
Retirement Capital Strategies
California
$251K -$118K -2,429 -32%
Creative Planning
20
Creative Planning
Kansas
$237K
DAS
21
Dynamic Advisor Solutions
Arizona
$217K
APA
22
American Portfolios Advisors
New York
$138K
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$131K +$130K +2,690 New
AWMS
24
Advocacy Wealth Management Services
Georgia
$111K -$10.3M -213,490 -99%
FDCDDQ
25
Federation des caisses Desjardins du Quebec
Quebec, Canada
$57.7K

IETC Hedge Fund Activity: Q1 2021 in Review

30 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares US Tech Independence Focused ETF (IETC) for Q1 2021, worth a combined $27.4M — down 2.1% from $28M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of IETC and 3 opened new positions — a net loss of 4 holders — while 9 trimmed existing stakes and 9 added.

The largest buyer was Financial Perspectives, adding an estimated $20.8M. The largest seller was Advocacy Wealth Management Services, cutting an estimated $10.3M.

  • 30 institutional investors held iShares US Tech Independence Focused ETF (IETC) as of Q1 2021, down from 34 in Q4 2020.
  • Funds reported $27.4M of iShares US Tech Independence Focused ETF stock for Q1 2021, down 2.1% quarter-over-quarter.
  • 3 funds opened new iShares US Tech Independence Focused ETF positions in Q1 2021 and 7 closed out, a net change of -4 holders.
  • The largest iShares US Tech Independence Focused ETF buyer in Q1 2021 was Financial Perspectives, an estimated $20.8M added.
  • The largest iShares US Tech Independence Focused ETF seller in Q1 2021 was Advocacy Wealth Management Services, an estimated $10.3M sold.

Based on aggregated 13F filings for Q1 2021.