We are live on ! Find out more
IETC icon

iShares US Tech Independence Focused ETF
IETC

39 hedge funds and large institutions have $71.2M invested in iShares US Tech Independence Focused ETF in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 7

32% more capital invested

Capital invested by funds: $54M → $71.2M (+$17.1M)

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

3.39% more ownership

Funds ownership: 36.43% → 39.82% (+3.4%)

3% more funds holding

Funds holding: 38 → 39 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
39
Holders Change
+1
Holders Change %
+2.63%
% of All Funds
0.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
12
Reduced
7
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.62M
2
KA
Kozak & Associates
Colorado
+$2.5M
3
RJA
Raymond James & Associates
Florida
+$2.2M
4
FTUS
Flow Traders U.S.
New York
+$1.42M
5
JP Morgan Chase
JP Morgan Chase
New York
+$1.37M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$1.51M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$993K
3
FEM
Fulcrum Equity Management
Texas
-$915K
4
Jane Street
Jane Street
New York
-$605K
5
TRCT
Tower Research Capital (TRC)
New York
-$447K
Name Holding Trade Value Shares
Change 		Change in
Stake
KA
1
Kozak & Associates
Colorado
$39M +$2.5M +43,685 +8%
Truist Financial
2
Truist Financial
North Carolina
$5.77M +$504K +8,786 +10%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$4.18M +$2.62M +45,793 +215%
RJA
4
Raymond James & Associates
Florida
$2.39M +$2.2M +38,377 New
JP Morgan Chase
5
JP Morgan Chase
New York
$2.38M +$1.37M +23,974 +169%
KCM
6
KM Capital Management
Texas
$1.71M +$1.36M +23,705 +629%
SPI
7
Sutton Place Investors
New York
$1.56M – – –
FTUS
8
Flow Traders U.S.
New York
$1.54M +$1.42M +24,698 New
Osaic Holdings
9
Osaic Holdings
Arizona
$1.11M -$136K -2,375 -12%
SRWM
10
Shira Ridge Wealth Management
California
$1.1M – – –
ACM
11
Advisors Capital Management
New Jersey
$843K +$34.8K +608 +5%
AWS
12
Atria Wealth Solutions
New York
$783K – – –
LPL Financial
13
LPL Financial
California
$720K -$27.5K -480 -4%
IF
14
Ironwood Financial
Arizona
$698K -$1.15K -20 -0.2%
PIMG
15
Patriot Investment Management Group
Tennessee
$671K +$13.4K +233 +2%
KIA
16
KCM Investment Advisors
California
$601K – – –
Pathstone Holdings
17
Pathstone Holdings
New Jersey
$589K +$542K +9,450 New
FP
18
Financial Perspectives
Minnesota
$574K +$21.2K +370 +4%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$538K +$24.5K +428 +5%
Goldman Sachs
20
Goldman Sachs
New York
$504K -$1.51M -26,384 -77%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$470K -$4.53K -79 -1%
LSA
22
Lansing Street Advisors
Pennsylvania
$443K +$407K +7,099 New
MSAM
23
Moloney Securities Asset Management
Missouri
$404K – – –
Morgan Stanley
24
Morgan Stanley
New York
$374K +$165K +2,871 +92%
BHWM
25
Bay Harbor Wealth Management
Maryland
$365K – – –
1
2

IETC Hedge Fund Activity: Q4 2023 in Review

39 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares US Tech Independence Focused ETF (IETC) for Q4 2023, worth a combined $71.2M — up 32% from $54M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IETC positions and 7 closed out — a net gain of 2 holders — while 12 added to existing stakes and 7 trimmed.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $2.62M. The largest seller was Goldman Sachs, cutting an estimated $1.51M.

  • 39 institutional investors held iShares US Tech Independence Focused ETF (IETC) as of Q4 2023, up from 38 in Q3 2023.
  • Funds reported $71.2M of iShares US Tech Independence Focused ETF stock for Q4 2023, up 32% quarter-over-quarter.
  • 9 funds opened new iShares US Tech Independence Focused ETF positions in Q4 2023 and 7 closed out, a net change of +2 holders.
  • The largest iShares US Tech Independence Focused ETF buyer in Q4 2023 was Cambridge Investment Research Advisors, an estimated $2.62M added.
  • The largest iShares US Tech Independence Focused ETF seller in Q4 2023 was Goldman Sachs, an estimated $1.51M sold.

Based on aggregated 13F filings for Q4 2023.