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iShares US Tech Independence Focused ETF

38 hedge funds and large institutions have $35.7M invested in iShares US Tech Independence Focused ETF in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 6 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

128% more capital invested

Capital invested by funds: $15.7M → $35.7M (+$20M)

23% more funds holding

Funds holding: 3138 (+7)

10.43% more ownership

Funds ownership: 21.5%31.94% (+10%)

50% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 12

Holders
38
Holders Change
+7
Holders Change %
+22.58%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
6
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KA
1
Kozak & Associates
Colorado
$21.9M +$22.1M +536,056 New
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.45M +$788K +19,121 +116%
SPI
3
Sutton Place Investors
New York
$1.02M -$206K -5,000 -17%
Osaic Holdings
4
Osaic Holdings
Arizona
$994K -$290K -7,035 -22%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$870K -$397K -9,645 -31%
AWS
6
Atria Wealth Solutions
New York
$854K +$25.4K +617 +3%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$810K -$43.3K -1,051 -5%
CA
8
Cetera Advisors
Colorado
$804K -$118K -2,874 -13%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$781K +$2.23K +54 +0.3%
SRWM
10
Shira Ridge Wealth Management
California
$705K +$713K +17,297 New
Goldman Sachs
11
Goldman Sachs
New York
$587K +$593K +14,383 New
TRCT
12
Tower Research Capital (TRC)
New York
$564K -$257K -6,240 -31%
Truist Financial
13
Truist Financial
North Carolina
$468K -$8.86K -215 -2%
IF
14
Ironwood Financial
Arizona
$468K -$1.81K -44 -0.4%
Creative Planning
15
Creative Planning
Kansas
$456K -$4.12K -100 -0.9%
PIMG
16
Patriot Investment Management Group
Tennessee
$442K +$82 +2 +0%
KIA
17
KCM Investment Advisors
California
$393K
RJFSA
18
Raymond James Financial Services Advisors
Florida
$365K -$444K -10,780 -55%
FP
19
Financial Perspectives
Minnesota
$355K -$63.4K -1,538 -15%
LPL Financial
20
LPL Financial
California
$320K -$2.06K -50 -0.6%
BHWM
21
Bay Harbor Wealth Management
Maryland
$238K
MSAM
22
Moloney Securities Asset Management
Missouri
$228K
Mariner
23
Mariner
Kansas
$210K +$865 +21 +0.4%
RIA
24
Regal Investment Advisors
Michigan
$207K +$288 +7 +0.1%
GEA
25
Glen Eagle Advisors
New Jersey
$70.7K

IETC Hedge Fund Activity: Q4 2022 in Review

38 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares US Tech Independence Focused ETF (IETC) for Q4 2022, worth a combined $35.7M — up 128% from $15.7M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IETC positions and 5 closed out — a net gain of 8 holders — while 6 added to existing stakes and 12 trimmed.

The largest buyer was Kozak & Associates, opening a new position worth an estimated $22.1M. The largest seller was Raymond James & Associates, exiting entirely with an estimated $1.14M sold.

  • 38 institutional investors held iShares US Tech Independence Focused ETF (IETC) as of Q4 2022, up from 31 in Q3 2022.
  • Funds reported $35.7M of iShares US Tech Independence Focused ETF stock for Q4 2022, up 128% quarter-over-quarter.
  • 13 funds opened new iShares US Tech Independence Focused ETF positions in Q4 2022 and 5 closed out, a net change of +8 holders.
  • The largest iShares US Tech Independence Focused ETF buyer in Q4 2022 was Kozak & Associates, an estimated $22.1M added.
  • The largest iShares US Tech Independence Focused ETF seller in Q4 2022 was Raymond James & Associates, an estimated $1.14M sold.

Based on aggregated 13F filings for Q4 2022.