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iShares US Tech Independence Focused ETF

34 hedge funds and large institutions have $52.4M invested in iShares US Tech Independence Focused ETF in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more capital invested

Capital invested by funds: $41.2M → $52.4M (+$11.3M)

1.61% more ownership

Funds ownership: 33.02%34.62% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 12

8% less funds holding

Funds holding: 3734 (-3)

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
34
Holders Change
-3
Holders Change %
-8.11%
% of All Funds
0.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
1
Increased
11
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KA
1
Kozak & Associates
Colorado
$30.3M +$348K +7,010 +1%
Truist Financial
2
Truist Financial
North Carolina
$4.37M +$3.25M +65,408 +470%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.22M -$166K -3,346 -8%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.97M +$783K +15,757 +79%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.67M +$789K +15,881 +110%
SPI
6
Sutton Place Investors
New York
$1.38M
Osaic Holdings
7
Osaic Holdings
Arizona
$1.02M -$61.5K -1,238 -6%
SRWM
8
Shira Ridge Wealth Management
California
$970K +$7.9K +159 +0.9%
CA
9
Cetera Advisors
Colorado
$962K -$26.2K -528 -3%
ACM
10
Advisors Capital Management
New Jersey
$712K +$14.8K +297 +2%
AWS
11
Atria Wealth Solutions
New York
$692K -$317K -6,370 -34%
LPL Financial
12
LPL Financial
California
$680K +$42.2K +850 +7%
IF
13
Ironwood Financial
Arizona
$629K -$646 -13 -0.1%
PIMG
14
Patriot Investment Management Group
Tennessee
$581K
KIA
15
KCM Investment Advisors
California
$531K
RJFSA
16
Raymond James Financial Services Advisors
Florida
$499K +$6.11K +123 +1%
FP
17
Financial Perspectives
Minnesota
$479K -$1.79K -36 -0.4%
Creative Planning
18
Creative Planning
Kansas
$460K -$22.1K -445 -5%
TRCT
19
Tower Research Capital (TRC)
New York
$423K -$162K -3,261 -30%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$421K -$558K -11,224 -60%
MSAM
21
Moloney Securities Asset Management
Missouri
$357K +$49.7K +1,000 +18%
BHWM
22
Bay Harbor Wealth Management
Maryland
$322K
Mariner
23
Mariner
Kansas
$314K +$26.8K +540 +10%
RIA
24
Regal Investment Advisors
Michigan
$243K -$845 -17 -0.4%
GEA
25
Glen Eagle Advisors
New Jersey
$145K +$34.4K +692 +36%

IETC Hedge Fund Activity: Q2 2023 in Review

34 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares US Tech Independence Focused ETF (IETC) for Q2 2023, worth a combined $52.4M — up 27% from $41.2M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of IETC and 1 opened new positions — a net loss of 3 holders — while 12 trimmed existing stakes and 11 added.

The largest buyer was Truist Financial, adding an estimated $3.25M. The largest seller was Citadel Advisors, exiting entirely with an estimated $705K sold.

  • 34 institutional investors held iShares US Tech Independence Focused ETF (IETC) as of Q2 2023, down from 37 in Q1 2023.
  • Funds reported $52.4M of iShares US Tech Independence Focused ETF stock for Q2 2023, up 27% quarter-over-quarter.
  • 1 fund opened new iShares US Tech Independence Focused ETF positions in Q2 2023 and 4 closed out, a net change of -3 holders.
  • The largest iShares US Tech Independence Focused ETF buyer in Q2 2023 was Truist Financial, an estimated $3.25M added.
  • The largest iShares US Tech Independence Focused ETF seller in Q2 2023 was Citadel Advisors, an estimated $705K sold.

Based on aggregated 13F filings for Q2 2023.