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iShares US Tech Independence Focused ETF
IETC

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.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

12% more funds holding

Funds holding: 34 → 38 (+4)

1.81% more ownership

Funds ownership: 34.62% → 36.43% (+1.8%)

3% more capital invested

Capital invested by funds: $52.4M → $54M (+$1.57M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 9

Holders
38
Holders Change
+4
Holders Change %
+11.76%
% of All Funds
0.6%
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
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$1.91M
2
KA
Kozak & Associates
Colorado
+$1.41M
3
PFO
Pathstone Family Office
New Jersey
+$968K
4
FEM
Fulcrum Equity Management
Texas
+$954K
5
JP Morgan Chase
JP Morgan Chase
New York
+$760K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.22M
2
CA
Cetera Advisors
Colorado
-$962K
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$801K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$478K
5
Mariner
Mariner
Kansas
-$314K
Name Holding Trade Value Shares
Change 		Change in
Stake
KA
1
Kozak & Associates
Colorado
$31.3M +$1.41M +25,418 +5%
Truist Financial
2
Truist Financial
North Carolina
$4.46M +$245K +4,422 +6%
Goldman Sachs
3
Goldman Sachs
New York
$1.83M +$1.91M +34,467 New
SPI
4
Sutton Place Investors
New York
$1.33M – – –
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.16M -$478K -8,604 -28%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.13M -$801K -14,439 -40%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.07M +$92.4K +1,665 +9%
SRWM
8
Shira Ridge Wealth Management
California
$937K – – –
PFO
9
Pathstone Family Office
New Jersey
$929K +$968K +17,450 New
FEM
10
Fulcrum Equity Management
Texas
$915K +$954K +17,190 New
JP Morgan Chase
11
JP Morgan Chase
New York
$755K +$760K +13,702 +2,837%
ACM
12
Advisors Capital Management
New Jersey
$687K -$777 -14 -0.1%
AWS
13
Atria Wealth Solutions
New York
$670K – – –
LPL Financial
14
LPL Financial
California
$640K -$18.2K -328 -3%
Jane Street
15
Jane Street
New York
$605K +$631K +11,366 New
IF
16
Ironwood Financial
Arizona
$597K -$11.1K -200 -2%
PIMG
17
Patriot Investment Management Group
Tennessee
$561K -$943 -17 -0.2%
KIA
18
KCM Investment Advisors
California
$513K – – –
FP
19
Financial Perspectives
Minnesota
$470K +$8.27K +149 +2%
TRCT
20
Tower Research Capital (TRC)
New York
$467K +$60K +1,081 +14%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$437K -$47.7K -860 -9%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$406K -$943 -17 -0.2%
MSAM
23
Moloney Securities Asset Management
Missouri
$345K – – –
LCGC
24
Legacy Capital Group California
California
$322K +$335K +6,045 New
BHWM
25
Bay Harbor Wealth Management
Maryland
$312K – – –
1
2

IETC Hedge Fund Activity: Q3 2023 in Review

38 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares US Tech Independence Focused ETF (IETC) for Q3 2023, worth a combined $54M — up 3% from $52.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IETC positions and 4 closed out — a net gain of 4 holders — while 9 added to existing stakes and 9 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $1.91M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $2.22M sold.

  • 38 institutional investors held iShares US Tech Independence Focused ETF (IETC) as of Q3 2023, up from 34 in Q2 2023.
  • Funds reported $54M of iShares US Tech Independence Focused ETF stock for Q3 2023, up 3% quarter-over-quarter.
  • 8 funds opened new iShares US Tech Independence Focused ETF positions in Q3 2023 and 4 closed out, a net change of +4 holders.
  • The largest iShares US Tech Independence Focused ETF buyer in Q3 2023 was Goldman Sachs, an estimated $1.91M added.
  • The largest iShares US Tech Independence Focused ETF seller in Q3 2023 was Susquehanna International Group, an estimated $2.22M sold.

Based on aggregated 13F filings for Q3 2023.