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iShares US Tech Independence Focused ETF

31 hedge funds and large institutions have $15.7M invested in iShares US Tech Independence Focused ETF in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.16% more ownership

Funds ownership: 18.34%21.5% (+3.2%)

9% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 11

3% less funds holding

Funds holding: 3231 (-1)

12% less capital invested

Capital invested by funds: $17.8M → $15.7M (-$2.18M)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
31
Holders Change
-1
Holders Change %
-3.13%
% 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
10
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$1.24M -$362K -8,002 -20%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.23M -$1.18M -26,010 -46%
SPI
3
Sutton Place Investors
New York
$1.19M +$859K +18,995 +173%
RJA
4
Raymond James & Associates
Florida
$1.14M +$1.3M +28,721 New
Citadel Advisors
5
Citadel Advisors
Florida
$1.09M -$674K -14,905 -35%
CA
6
Cetera Advisors
Colorado
$894K +$138K +3,056 +16%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$828K -$44K -973 -4%
AWS
8
Atria Wealth Solutions
New York
$804K +$45 +1 +0%
TRCT
9
Tower Research Capital (TRC)
New York
$794K -$37K -819 -4%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$780K -$355K -7,861 -29%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$756K -$10.7K -237 -1%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$650K -$1.23M -27,165 -62%
Truist Financial
13
Truist Financial
North Carolina
$463K +$61.2K +1,353 +13%
IF
14
Ironwood Financial
Arizona
$456K -$407 -9 -0.1%
Creative Planning
15
Creative Planning
Kansas
$446K +$113K +2,494 +28%
ACM
16
Advisors Capital Management
New Jersey
$428K -$26.6K -589 -6%
FP
17
Financial Perspectives
Minnesota
$405K +$1.76K +39 +0.4%
PIMG
18
Patriot Investment Management Group
Tennessee
$395K
KIA
19
KCM Investment Advisors
California
$381K
LPL Financial
20
LPL Financial
California
$313K +$6.78K +150 +2%
BHWM
21
Bay Harbor Wealth Management
Maryland
$231K
MSAM
22
Moloney Securities Asset Management
Missouri
$221K -$2.71K -60 -1%
Mariner
23
Mariner
Kansas
$203K +$232K +5,124 New
RIA
24
Regal Investment Advisors
Michigan
$200K +$271 +6 +0.1%
GEA
25
Glen Eagle Advisors
New Jersey
$68.6K +$53.5K +1,183 +215%

IETC Hedge Fund Activity: Q3 2022 in Review

31 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares US Tech Independence Focused ETF (IETC) for Q3 2022, worth a combined $15.7M — down 12% from $17.8M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of IETC and 3 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 10 added.

The largest buyer was Bank of Montreal, opening a new position worth an estimated $4.99M. The largest seller was Susquehanna International Group, cutting an estimated $1.23M.

  • 31 institutional investors held iShares US Tech Independence Focused ETF (IETC) as of Q3 2022, down from 32 in Q2 2022.
  • Funds reported $15.7M of iShares US Tech Independence Focused ETF stock for Q3 2022, down 12% quarter-over-quarter.
  • 3 funds opened new iShares US Tech Independence Focused ETF positions in Q3 2022 and 4 closed out, a net change of -1 holder.
  • The largest iShares US Tech Independence Focused ETF buyer in Q3 2022 was Bank of Montreal, an estimated $4.99M added.
  • The largest iShares US Tech Independence Focused ETF seller in Q3 2022 was Susquehanna International Group, an estimated $1.23M sold.

Based on aggregated 13F filings for Q3 2022.