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iShares US Tech Independence Focused ETF

38 hedge funds and large institutions have $25.8M invested in iShares US Tech Independence Focused ETF in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 9

0.65% more ownership

Funds ownership: 18.07%18.73% (+0.65%)

12% less capital invested

Capital invested by funds: $29.4M → $25.8M (-$3.64M)

14% less funds holding

Funds holding: 4438 (-6)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
38
Holders Change
-6
Holders Change %
-13.64%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
16
Reduced
9
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$2.96M +$2.75M +50,369 +1,545%
Osaic Holdings
2
Osaic Holdings
Arizona
$2.47M -$114K -2,089 -5%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.31M +$1.13M +20,648 +97%
LPL Financial
4
LPL Financial
California
$2.08M
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.05M +$121K +2,217 +6%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.51M -$909K -16,676 -38%
Citadel Advisors
7
Citadel Advisors
Florida
$1.29M +$1.28M +23,447 New
AWS
8
Atria Wealth Solutions
New York
$1.12M +$1.11M +20,310 New
TRCT
9
Tower Research Capital (TRC)
New York
$891K +$540K +9,911 +159%
RJA
10
Raymond James & Associates
Florida
$872K -$229K -4,206 -21%
CA
11
Cetera Advisors
Colorado
$825K +$135K +2,468 +20%
IF
12
Ironwood Financial
Arizona
$642K -$2.78K -51 -0.4%
Cerity Partners
13
Cerity Partners
New York
$595K +$77.6K +1,423 +15%
ACM
14
Advisors Capital Management
New Jersey
$584K +$20.2K +371 +4%
FP
15
Financial Perspectives
Minnesota
$556K +$35.8K +657 +7%
FPGK
16
Financial Partners Group (Kansas)
Kansas
$543K +$28.6K +525 +6%
SPI
17
Sutton Place Investors
New York
$537K
KIA
18
KCM Investment Advisors
California
$532K -$109K -2,000 -17%
Truist Financial
19
Truist Financial
North Carolina
$518K +$137K +2,513 +37%
PIMG
20
Patriot Investment Management Group
Tennessee
$517K +$69.2K +1,270 +16%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$352K +$164 +3 +0%
BHWM
22
Bay Harbor Wealth Management
Maryland
$322K +$8.02K +147 +3%
RIA
23
Regal Investment Advisors
Michigan
$281K -$43.5K -798 -14%
MSAM
24
Moloney Securities Asset Management
Missouri
$267K
Creative Planning
25
Creative Planning
Kansas
$236K

IETC Hedge Fund Activity: Q1 2022 in Review

38 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares US Tech Independence Focused ETF (IETC) for Q1 2022, worth a combined $25.8M — down 12% from $29.4M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of IETC and 5 opened new positions — a net loss of 4 holders — while 9 trimmed existing stakes and 16 added.

The largest buyer was Royal Bank of Canada, adding an estimated $2.75M. The largest seller was Fulcrum Equity Management, exiting entirely with an estimated $4.42M sold.

  • 38 institutional investors held iShares US Tech Independence Focused ETF (IETC) as of Q1 2022, down from 44 in Q4 2021.
  • Funds reported $25.8M of iShares US Tech Independence Focused ETF stock for Q1 2022, down 12% quarter-over-quarter.
  • 5 funds opened new iShares US Tech Independence Focused ETF positions in Q1 2022 and 9 closed out, a net change of -4 holders.
  • The largest iShares US Tech Independence Focused ETF buyer in Q1 2022 was Royal Bank of Canada, an estimated $2.75M added.
  • The largest iShares US Tech Independence Focused ETF seller in Q1 2022 was Fulcrum Equity Management, an estimated $4.42M sold.

Based on aggregated 13F filings for Q1 2022.