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iShares US Tech Independence Focused ETF
IETC

37 hedge funds and large institutions have $41.2M invested in iShares US Tech Independence Focused ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $35.7M → $41.2M (+$5.49M)

1.08% more ownership

Funds ownership: 31.94% → 33.02% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

8% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 12

3% less funds holding

Funds holding: 38 → 37 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
37
Holders Change
-1
Holders Change %
-2.63%
% of All Funds
0.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
11
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$658K
2
ACM
Advisors Capital Management
New Jersey
+$556K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$356K
4
KA
Kozak & Associates
Colorado
+$307K
5
LPL Financial
LPL Financial
California
+$160K

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$587K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$303K
3
Osaic Holdings
Osaic Holdings
Arizona
-$206K
4
TRCT
Tower Research Capital (TRC)
New York
-$127K
5
Creative Planning
Creative Planning
Kansas
-$105K
Name Holding Trade Value Shares
Change 		Change in
Stake
KA
1
Kozak & Associates
Colorado
$25.6M +$307K +6,960 +1%
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.06M +$356K +8,090 +23%
SPI
3
Sutton Place Investors
New York
$1.18M – – –
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$942K +$4.32K +98 +0.5%
Osaic Holdings
5
Osaic Holdings
Arizona
$928K -$206K -4,677 -19%
AWS
6
Atria Wealth Solutions
New York
$893K -$88K -1,998 -10%
CA
7
Cetera Advisors
Colorado
$848K -$76.3K -1,733 -9%
SRWM
8
Shira Ridge Wealth Management
California
$822K +$6.21K +141 +0.8%
Citadel Advisors
9
Citadel Advisors
Florida
$705K +$658K +14,940 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$681K -$303K -6,872 -32%
Truist Financial
11
Truist Financial
North Carolina
$657K +$108K +2,450 +21%
ACM
12
Advisors Capital Management
New Jersey
$595K +$556K +12,626 New
LPL Financial
13
LPL Financial
California
$542K +$160K +3,643 +46%
IF
14
Ironwood Financial
Arizona
$539K -$2.12K -48 -0.4%
TRCT
15
Tower Research Capital (TRC)
New York
$516K -$127K -2,887 -21%
PIMG
16
Patriot Investment Management Group
Tennessee
$498K +$24.3K +551 +6%
KIA
17
KCM Investment Advisors
California
$454K – – –
RJFSA
18
Raymond James Financial Services Advisors
Florida
$422K – – –
Creative Planning
19
Creative Planning
Kansas
$415K -$105K -2,377 -21%
FP
20
Financial Perspectives
Minnesota
$411K +$793 +18 +0.2%
BHWM
21
Bay Harbor Wealth Management
Maryland
$276K +$44 +1 +0%
MSAM
22
Moloney Securities Asset Management
Missouri
$258K -$4.41K -100 -2%
Mariner
23
Mariner
Kansas
$243K +$617 +14 +0.3%
NA
24
NewEdge Advisors
Louisiana
$218K -$36.4K -826 -15%
RIA
25
Regal Investment Advisors
Michigan
$208K -$28.9K -656 -13%
1
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IETC Hedge Fund Activity: Q1 2023 in Review

37 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares US Tech Independence Focused ETF (IETC) for Q1 2023, worth a combined $41.2M — up 15% from $35.7M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of IETC and 6 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 11 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $658K. The largest seller was Goldman Sachs, exiting entirely with an estimated $587K sold.

  • 37 institutional investors held iShares US Tech Independence Focused ETF (IETC) as of Q1 2023, down from 38 in Q4 2022.
  • Funds reported $41.2M of iShares US Tech Independence Focused ETF stock for Q1 2023, up 15% quarter-over-quarter.
  • 6 funds opened new iShares US Tech Independence Focused ETF positions in Q1 2023 and 7 closed out, a net change of -1 holder.
  • The largest iShares US Tech Independence Focused ETF buyer in Q1 2023 was Citadel Advisors, an estimated $658K added.
  • The largest iShares US Tech Independence Focused ETF seller in Q1 2023 was Goldman Sachs, an estimated $587K sold.

Based on aggregated 13F filings for Q1 2023.