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iShares US Tech Independence Focused ETF

44 hedge funds and large institutions have $29.4M invested in iShares US Tech Independence Focused ETF in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

50% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 10

40% more capital invested

Capital invested by funds: $21.1M → $29.4M (+$8.36M)

16% more funds holding

Funds holding: 3844 (+6)

2.34% more ownership

Funds ownership: 15.74%18.07% (+2.3%)

Holders
44
Holders Change
+6
Holders Change %
+15.79%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
15
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FEM
1
Fulcrum Equity Management
Texas
$4.42M +$4.33M +72,315 New
Osaic Holdings
2
Osaic Holdings
Arizona
$2.83M +$466K +7,770 +20%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$2.69M -$77.5K -1,293 -3%
LPL Financial
4
LPL Financial
California
$2.31M +$15K +250 +0.7%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.14M +$79.8K +1,331 +4%
FCAG
6
First Capital Advisors Group
New Jersey
$1.6M +$837K +13,972 New
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.3M -$1.2M -20,086 -49%
RJA
8
Raymond James & Associates
Florida
$1.23M +$1.2M +20,019 New
CA
9
Cetera Advisors
Colorado
$764K -$535K -8,934 -42%
IF
10
Ironwood Financial
Arizona
$715K -$24.7K -412 -3%
KIA
11
KCM Investment Advisors
California
$712K
SPI
12
Sutton Place Investors
New York
$673K +$660K +11,005 New
ACM
13
Advisors Capital Management
New Jersey
$625K +$612K +10,209 New
FP
14
Financial Perspectives
Minnesota
$577K +$10.2K +171 +2%
Cerity Partners
15
Cerity Partners
New York
$573K -$28.5K -476 -5%
FPGK
16
Financial Partners Group (Kansas)
Kansas
$524K +$32.2K +537 +6%
PIMG
17
Patriot Investment Management Group
Tennessee
$495K +$23.8K +397 +5%
PCM
18
Parsons Capital Management
Rhode Island
$469K +$13.5K +225 +3%
Truist Financial
19
Truist Financial
North Carolina
$421K +$81.7K +1,363 +25%
NL
20
NWAM LLC
Washington
$405K
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$391K +$18.5K +308 +5%
TRCT
22
Tower Research Capital (TRC)
New York
$382K +$248K +4,141 +197%
RIA
23
Regal Investment Advisors
Michigan
$360K +$41K +684 +13%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$359K +$352K +5,874 New
BHWM
25
Bay Harbor Wealth Management
Maryland
$312K -$8.09K -135 -2%

IETC Hedge Fund Activity: Q4 2021 in Review

44 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares US Tech Independence Focused ETF (IETC) for Q4 2021, worth a combined $29.4M — up 40% from $21.1M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IETC positions and 5 closed out — a net gain of 6 holders — while 15 added to existing stakes and 10 trimmed.

The largest buyer was Fulcrum Equity Management, opening a new position worth an estimated $4.33M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.46M sold.

  • 44 institutional investors held iShares US Tech Independence Focused ETF (IETC) as of Q4 2021, up from 38 in Q3 2021.
  • Funds reported $29.4M of iShares US Tech Independence Focused ETF stock for Q4 2021, up 40% quarter-over-quarter.
  • 11 funds opened new iShares US Tech Independence Focused ETF positions in Q4 2021 and 5 closed out, a net change of +6 holders.
  • The largest iShares US Tech Independence Focused ETF buyer in Q4 2021 was Fulcrum Equity Management, an estimated $4.33M added.
  • The largest iShares US Tech Independence Focused ETF seller in Q4 2021 was Citadel Advisors, an estimated $1.46M sold.

Based on aggregated 13F filings for Q4 2021.