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iShares US Tech Independence Focused ETF

57 hedge funds and large institutions have $108M invested in iShares US Tech Independence Focused ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

118% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 11

13% more capital invested

Capital invested by funds: $95.5M → $108M (+$12.6M)

12% more funds holding

Funds holding: 5157 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.89% less ownership

Funds ownership: 40.88%38.99% (-1.9%)

Holders
57
Holders Change
+6
Holders Change %
+11.76%
% of All Funds
0.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
24
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KA
1
Kozak & Associates
Colorado
$51.1M +$1.34M +19,061 +3%
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$15.5M +$5.02M +71,223 +53%
MML Investors Services
3
MML Investors Services
Massachusetts
$6.54M +$1.11M +15,710 +22%
RJA
4
Raymond James & Associates
Florida
$5.24M +$917K +13,002 +23%
Truist Financial
5
Truist Financial
North Carolina
$5.2M -$237K -3,363 -5%
SPI
6
Sutton Place Investors
New York
$1.88M +$2.12K +30 +0.1%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.54M -$2.51M -35,532 -63%
JP Morgan Chase
8
JP Morgan Chase
New York
$1.44M +$1.83K +26 +0.1%
SRWM
9
Shira Ridge Wealth Management
California
$1.43M +$72.9K +1,034 +6%
AP
10
Advisors Preferred
Maryland
$1.3M +$1.1M +15,636 +989%
AWS
11
Atria Wealth Solutions
New York
$1.04M -$144K -2,038 -13%
ACM
12
Advisors Capital Management
New Jersey
$1.01M -$54.1K -767 -5%
LPL Financial
13
LPL Financial
California
$998K +$91.7K +1,300 +11%
PCA
14
Pallas Capital Advisors
Massachusetts
$909K +$182K +2,585 +27%
PIMG
15
Patriot Investment Management Group
Tennessee
$841K +$29.6K +420 +4%
IF
16
Ironwood Financial
Arizona
$833K -$7.48K -106 -0.9%
FP
17
Financial Perspectives
Minnesota
$781K +$18.3K +260 +3%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$729K +$23.7K +336 +4%
KIA
19
KCM Investment Advisors
California
$724K
Citadel Advisors
20
Citadel Advisors
Florida
$707K +$664K +9,410 New
KCM
21
KM Capital Management
Texas
$677K +$2.96K +42 +0.5%
Osaic Holdings
22
Osaic Holdings
Arizona
$645K -$563K -7,977 -48%
LSA
23
Lansing Street Advisors
Pennsylvania
$534K
RJFSA
24
Raymond James Financial Services Advisors
Florida
$481K -$54.1K -767 -11%
MSAM
25
Moloney Securities Asset Management
Missouri
$463K