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iShares US Tech Independence Focused ETF

38 hedge funds and large institutions have $54M invested in iShares US Tech Independence Focused ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 4 closing their positions.

Holders
38
Holders Change
+4
Holders Change %
+11.76%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
9
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
KA
1
Kozak & Associates
Colorado
$31.3M 575,444 +25,418 +5%
Truist Financial
2
Truist Financial
North Carolina
$4.46M 83,756 +4,422 +6%
Goldman Sachs
3
Goldman Sachs
New York
$1.83M 34,467 +34,467 New
SPI
4
Sutton Place Investors
New York
$1.33M 25,000
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.16M 21,718 -8,604 -28%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.13M 21,283 -14,439 -40%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.07M 20,106 +1,665 +9%
SRWM
8
Shira Ridge Wealth Management
California
$937K 17,597
PFO
9
Pathstone Family Office
New Jersey
$929K 17,450 +17,450 New
FEM
10
Fulcrum Equity Management
Texas
$915K 17,190 +17,190 New
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$755K 14,185 +13,702 +2,837%
ACM
12
Advisors Capital Management
New Jersey
$687K 12,909 -14 -0.1%
AWS
13
Atria Wealth Solutions
New York
$670K 12,560
LPL Financial
14
LPL Financial
California
$640K 12,018 -328 -3%
Jane Street
15
Jane Street
New York
$605K 11,366 +11,366 New
IF
16
Ironwood Financial
Arizona
$597K 11,212 -200 -2%
PIMG
17
Patriot Investment Management Group
Tennessee
$561K 10,533 -17 -0.2%
KIA
18
KCM Investment Advisors
California
$513K 9,636
FP
19
Financial Perspectives
Minnesota
$470K 8,834 +149 +2%
TRCT
20
Tower Research Capital (TRC)
New York
$467K 8,766 +1,081 +14%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$437K 8,201 -860 -9%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$406K 7,620 -17 -0.2%
MSAM
23
Moloney Securities Asset Management
Missouri
$345K 6,480
LCGC
24
Legacy Capital Group California
California
$322K 6,045 +6,045 New
BHWM
25
Bay Harbor Wealth Management
Maryland
$312K 5,847